IF ...... YOU ARE IN NEED OF AN ADVISER FOR YOUR CURRENT OPERATING
BUSINESS OR FOR A CONTEMPLATED BUSINESS VENTURE, REGARDING:
• Developing a capital formation strategy and structure.
• Enhancing your business model/plan OR developing one from the ground-up to attract
capital.
• Fixing yours OR building (from the ground up) an investor-grade pro forma financial model to support your business plan and capital quest.
• Putting experience in your corner to evaluate propositions being offered you or your company regarding a
joint venture, strategic alliance, merger, acquisition, divestiture, exclusive license
or other collaborative relationships that appear on the surface to be enticing but require expert due diligence.
• Reviewing a business plan or offering memorandum that you have been approached with and are
considering investing in.
• OR...simply kicking around your early-stage thinking regarding a business venture you
are contemplating.
THEN ...... WHAT YOU NEED, BUT DID NOT THINK YOU COULD AFFORD, IS A SEASONED
BUSINESS EXECUTIVE WITH OVER 35-YEARS OF EXPERIENCE:
• Investment Banker - having held both securities principal and corporate
securities licenses; directed over a dozen IPO’s and numerous Regulation D
transactions, and; negotiated successful alternative deal structures that kept all parties at the table to close.
• Seasoned Executive - Held senior executive and board positions in both public and private companies—on
both the operations side and financial side of the business
• Trusted Deal Negotiator - On behalf of much smaller companies (with big ideas/products/services) I have successfully negotiated favorable transactions with major entities—with their army of lawyers, accountants, advisers and executives sitting on the other side of the table.
• Story Teller - Accomplished business model, business plan and financial plan architect that knows what savvy investors are interested in reading and the due diligence they require—and can
keep your lawyers and accountants on-focus and on-budget during the plan development stage.
• Once Even a Bean Counter - CPA in early career—audit manager with an international firm.
• Been There Done That - Experienced both success and failures along the way—thus my learnings will save you time and money.
• Retired from the Rat-Race, But with Brain Cells Intact - As my own boss since 2000, I have advised both start-up companies and
multi-billion dollar entities with respect to their interest in mergers,
acquisitions, divestitures, partnering, capital raise, real estate development
projects and business capitalization strategy—and have advised and structured on both debt and
equity transactions from as small as $25k up to $250-million.
• Straight Shooter - Politics is not my strong suit—with me you are getting an action-oriented adviser, listener, learner, supporter and devils advocate for sure—but not a bullshitter (pardon my French)—just the straight scoop as I see it...and recommendations to enhance any business model, operations or financial scenario weaknesses encountered along the way!