No company affiliations.
I help Entrepreneurs with contract services related to CFO type business decisions, technology acquisition and board of director level strategy. I help Entrepreneurs sell their companies or partner with private equity. ==================================================================== My professional experience has been gained in 36 years in the financial sector managing M&A transactions and as a CFO, commercial banker, series 7 licensee and formerly as a CPA. ==================================================================== I have a special interest in LInkedIn and like to help friends improve their LinkedIn profiles. ==================================================================== My favorite modern author is Malcolm Gladwell who wrote David and Goliath, Tipping Point and Outliers where he described "the 10,000 hour rule." This rule state that it takes 3 hours a day for 10 years of dedicated study to become an expert. Since 1983, I have owned 28 separate personal computers that were my own. That dedicated time has been my gateway to becoming an expert in recognizing and implementing new technologies. ==================================================================== My specific technology expertise is articulated in the tools I use every day:Google Docs, Google Apps, Gmail, GoogleVoice, Google Hangouts, Rapportive, Adobe Acrobat Professional, Note Tab, FileZilla, WordPress, TypePad, Microsoft Office products, LinkedIn, Facebook, Camtasia, Polderbilt, Backblaze, GreenScreenZipper, greenscreening, Skype, FreeConferencecall.com and video. Specialties: My specialties are facilitating financial transactions involving privately held businesses and technology assessment, adoption and implementation.
Scale Finance March 2013 to Present CFO & Transaction Advisor Scale Finance provides integrated finance solutions to help companies scale. Currently serving over 90 entrepreneurial companies, Scale Finance delivers pragmatic and flexible corporate finance and accounting support, leveraging world-class professional expertise and experience as you need it, when you need it. Scale Finance offers veteran Chief Financial Officer support on a part-time, interim, or special project basis (e.g. bankruptcies, restructurings, accounting system integration, sales tax, clean-up). Our clients get exactly the right level of professional experience and impact when they need it and how much they need it
Solo practice as an M&A advisor.
CFO for ERA Europe. Related by ownership to Full Sail University.
Worked at Wachovia, Southeast, Barnett and Security National banks during this period.