In addition to having built, scaled, and sold a multi-million dollar startup, I've consulted for businesses in diverse industries. I've also taken visionary business trainings including the Lift Economy's Next Economy MBA and a professional coaching program, and am engaged in numerous professional networks.
My toolkit include business design, regenerative finance, sustainable business practices, capital stack design, community / culture / brand building, due diligence, capital raising, financial and data analysis, mergers and acquisitions, employee ownership, tax-savings strategies, system development, processes and procedures, SaaS solutions, right-sizing resources, key partnership alignment, tri-sector collaboration, deep transformational listening, and trauma-informed relating.
Whether you want to tighten up your expenses or grow your revenue streams, my holistic approach will accomplish both. If you are considering a capital raise or exit for your own business, acquiring another business, sharing equity with employees, engaging the community as stakeholders, or self-directing your IRA, I can make things plain for you and empower you to confidently make strategic decisions for your business and your future. In our exploration, we'll be sure to prioritize acceptable tax impact, low administrative burden, clear exit strategies, wise capital deployment, and compliance with US SEC and IRS regulations. In addition to my many years of practical experience running my own businesses, I have also broadened my skillsets through trainings including the Impact Finance Innovations program at Said Business School at the University of Oxford, I am an Investment Banker holding Series 7 and 63 registrations with FINRA. I have bootstrapped a $2.5M business from a $5,000 credit card advance, consulted for VC firms, worked on Regulation Crowdfunding campaigns, and crafted creative capital raise campaigns leveraging government programs, private industry, and investors. I have also given numerous trainings on various aspects of investing where I leverage experience in business and in private investing to demystify the process for folks who are new to the world of private equity.