I help small business owners unlock growth, protect margins, and maximize the value of their business.
What I do
Every business faces inflection points—the moments where the right decision determines whether you scale profitably, secure capital, or leave millions on the table at exit.
I help owners navigate those moments with clarity and confidence. Sitting at the intersection of finance, strategy, and brand equity, I ensure leaders not only see their numbers clearly, but also tell the kind of story buyers and investors pay a premium for.
I partner with businesses to unlock growth, protect margins, and maximize valuation so they thrive today and command more value tomorrow.
Who I work with
I work with small business owners and entrepreneurs who are serious about building enterprises that thrive today and command greater value tomorrow. My clients are often preparing to scale, raise capital, or plan for an eventual exit. They need financial clarity, strategic pricing, brand equity development, and investor-ready plans that attract buyers and funding alike. Most of all, they’re ready to move beyond short-term fixes and commit to a cohesive strategy that protects margins, accelerates growth, and maximizes valuation.
Where planning meets profit.
Advisory Services
Financial Planning & Analysis
Clarity in the numbers. Confidence in decisions. Most businesses operate on instinct. I build forecasting models, performance dashboards, and scenario plans that replace guesswork with precision so leadership can see around corners and make decisions with confidence.
Business Planning & Growth Strategy
Turn vision into a roadmap investors believe in. From startup to scale-up, I create business plans that connect brand, operations, and finance. These aren’t 50-page documents that collect dust, they’re strategic playbooks that attract capital, guide growth, and drive accountability.
Commercial Financing Preparedness
Speak the language of lenders and investors. Whether pursuing bank financing, private equity, or venture capital, I package financials and performance narratives in ways that reduce perceived risk and increase funding likelihood.
Pricing Strategy
The fastest way to grow profit isn’t always more sales—it’s smarter pricing. I analyze cost structures, competitive positioning, and customer behavior to design pricing strategies that expand margins and strengthen market position without sacrificing loyalty.
Brand Equity Development
Because buyers don’t just purchase financials—they purchase stories. I help owners elevate customer experience and digital presence so the business commands attention, loyalty, and—ultimately—a higher valuation multiple at exit.
Exit Strategy & Valuation Growth
A profitable exit doesn’t happen by accident. I design exit strategies that position companies to sell for 30–50% more. From financial discipline to operational improvements to brand story, I prepare businesses to be the kind of asset buyers pay a premium for.
