Meeting Preference: Phone, Video
Languages: English
As a Certified Score Volunteer Mentor I am passionate about helping you suceed. With close to 40 years of experience as a CPA serving a diversity of different size and types of businesses, I bring a problem solving perspective that can help almost any business meet or exceed their objectives. I spent most of the last 20 years advising sophisticated investment funds structure their operations to raise and deploy capital to enhance their rates of return and minimize the tax bite of making and exiting investments. Even a great idea requires a strong team to be successful. I've helped multiple clients solve complex problems and avoid unpleasant surprises.. LET ME HELP YOU SUCCEED INDUSTRY EXPERIENCE ENTREPRENEURIAL OWNED REAL ESTATE PRIVATE EQUITY VENTURE CAPITAL RETAIL AND SERVICE TAX EXEMPTS
Areas of Expertise
- Accounting & Finance
- Business Plan
- Management & Operations
- Tax Planning
Industry Experience
- Professional Services
- Real Estate
- Retail