Expertise, Specialities, Competencies ...
Extensive experience with capital markets transactions and the employment of financial tools to improve strategic and operational performance.
Areas of expertise include strategic planning, capital budgeting, cash budgeting, funding, risk/return assessment, cost of capital, working capital finance, debt and equity placements, mergers & acquisitions and valuations. Practiced at using corporate finance to influence strategic decisions.
Knowledgeable about strategic planning and strategic decision making, including the issues influencing strategic decisions, including how to develop a strategic plan, developing the financial and operational plans to support the strategic plan and manage to achieve strategic objectives.
Experience managing and dealing with the unique issues confronted by owners of small businesses, including marketing, personnel and financial issues. Predominant among these issues is generating sufficient capital to sustain and grow the business where available capital resources are significantly fewer than those available to larger companies.
This issue impacts all areas of the business, but none so much as new business development, product differentiation and working capital finance. I have small business experience in software engineering and distribution, wireless technology, construction, real estate development and consumer product distribution. I have also experience applying this experience in the not-for-profit world where many of the same issues are confronted.