• Seller Services: Sell-side representation, divestitures, transactional support and business brokerage
• Buy-Side Advisory Services: Business acquisition searches, advisory and support
• Valuations: Marketability assessments, business pricing and valuations
• Financial Advisory Services: Start-up funding and planning, strategic growth consulting, debt placement, owner buyouts
For the past 20 years I have served clients who have sold their business in Kentucky and surrounding states, and represented Buyers trying to purchase the right business on their terms.
My background working for both public and privately held manufacturing and retail chain companies provided me with experience dealing with issues critical to closing a transaction. I was with Pillsbury (Division Controller), Perry Oceanographics (VP Finance), Camping World (Treasurer) and Minit Mart Foods (CFO).
My recovery from this private accounting and finance is still a work-in-process, but the foundation provided me the tools that help create a win-win in many situations both the Buyer and Seller.
Both Bachelor and Master Degrees were earned in Accounting from Syracuse University and University of Miami (FL), respectively.
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