Empowering Small Businesses with Expert Financial Solutions
With over 25 years of licensed CPA experience, and 20 years of CFO experience, we help with your finances so you can focus on the growth of your business
Services
Our expertise includes financial planning and analysis, budgeting and forecasting, and cash flow management.
We excel in due diligence and valuation, deal structuring, and ensuring strategic leadership while maintaining rigorous compliance and internal controls.
Key Responsibilities
We advise on key financial relationships, including debt financing, mergers, and strategic alliances, to drive growth and efficiency.
This includes developing strategic plans, preparing pitch decks for investment, managing cash forecasting and liquidity, and overseeing comprehensive financial reporting and audit coordination
Achievements
- Raised $14mm for a healthcare startup, increasing revenue to $5mm in 2016.
- Directed due diligence for VC investments and led a successful M&A transaction in 2019.
- Negotiated 100+ contracts with healthcare providers and secured major fundraising rounds.
- Managed the successful sale of technology companies, including a $65mm sale to a Fortune 500 company.
- Key contributor to public offerings and significant mergers, including a $100mm public debt offering and a $220mm merger
Background
- 30+ years experience in accounting, finance, and treasury, with 20+ of those as CFO.
- 25+ years as Licensed CPA in Texas
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