Not your typical CFO
Partnering with family-run businesses to help them thrive
My goal is to create greater value for your family and help your business thrive.
about me
I love being a CFO.
Entrepreneurship and small businesses are my passions. I see business through a finance lens. I get great satisfaction helping a business owner navigate complex financial decisions and adapt to constant change.
Expertise you can trust.
How we work together
Make key financial decisions with confidence
Want to learn more?
Call me and let’s discuss the details of your needs
650-533-5300
family business
My focus is supporting family-run businesses.
There are big differences between family-run and corporate America. It starts with understanding the family dynamics and supporting their goals. A key function is to listen, provide feedback & support the plan.
Imagine—
Faster growth
How fast could you grow if cash flow was not an issue?
Higher margins
Suppose you had higher margins — would more money solve pesky problems?
More free time
If you didn't manage the back-office, you'd be free to grow the business how fast?
Want to learn more?
Call me and let’s discuss the details of your needs