Financial
Planning for Business Owners/Entrepreneurs
Location: Naperville, IL
Area Served: Midwest especially Greater Chicagoland Area
Services Available
Customized Cash Flow Planning
Models, adaptable year upon year, that client can
maintain; instruction for non-financial people and those
weak in financial fundamentals to take over planning and
managing the financial future of their business.
Act as interim or part-time CFO
Serve on Advisory Boards.
Qualifications
MBA, CPA
Over 40 years experience in public accounting, venture
capital, industry and financial consulting.
Former CFO and COO in privately-held enterprises
Ppublic speaker on business financial strategies and
topics