Meeting Preference: Email, In Person, Video
Languages: English
Expertise: business plans, financial modeling and projections, business analysis, acquisitions and divestitures, strategic planning, analyzing competition, leadership, turnaround issues, franchising decisions, macro-analytics, presentations, economics.
Helping you decide if something makes sense. How you can maximize your probability of success.
As a former stock analyst and portfolio manager, I evaluated hundreds of companies across every industry. Expert capabilities in evaluating a business, discovering its strengths/weaknesses, how external factors can affect it, and identifying the critical elements that management must focus on to succeed.
Primary Businesses/industries:
- Wall Street: Capital allocation, Business Evaluations, Strategic Analysis/Recommendations.
- Investor and Customer Relationship Management
- Railroad & Trucking, Oil & Gas, Consumer products.
Secondary Businesses/Industries:
- Health Care, Pharmaceuticals/Medical Devices/Biotechnology
- Food & Beverage, Winery, Retailing.
Areas of Expertise
- Accounting & Finance
- Business Plan
- Management & Operations
- Marketing
- Strategy Development
Industry Experience
- Food & Beverage
- Professional Services
- Public Relations & Communications
- Transportation
- Travel, Hospitality, & Tourism