I maintain the priority of confidentiality in working with business owners to develop optimal solutions for getting MORE out of their businesses.

Services Offered

Business Financial Planning and Analysis:

  • Cash budget development with sensitivity analysis
  • Operating budget development
  • Business financial analysis with recommendations

Business Workflow Analysis and Optimization:

  • Business value stream mapping, analysis, and recommendations
    • Properly document business value streams
    • Analyze and diagnose opportunities
    • Lead efforts to simplify and optimize value creation
  • Lean Six Sigma speed and quality improvement to get more out of your business
    • Review and prioritize performance goals
    • Performance measurement, statistical analysis, and putting the “prove” in improvement
    • Lead the entire project to guarantee goal achievement, documented procedures, knowledge transfer, and ongoing controls

Business Strategy:

  • Developing and implementing strategic plans
  • Optimizing core strengths to create greater value



A no-surprise fee structure keeps you in control and on budget. All work requires your pre-approval and is logged and itemized as completed. It’s my pleasure to offer a complimentary review.


  • Hourly Rate
  • Retainer – A pre-approved monthly or project-based reserve amount is credited in installments as work is completed
  • Value-Based Fee – Shared value for achieving pre-approved results