About Us
Experience you can count on
Our service includes a comprehensive consultation to help identify and close gaps in order to achieve your goals.
With both JD and CPA credentials, I combine legal, financial, and operational expertise to guide organizations through M&A due diligence, regulatory compliance, tax structuring, and contract negotiations while optimizing financial performance. Known for bringing calm, decisive financial leadership to organizations navigating high-stakes transactions, integrations, and operational realignment.
Expert in:
• Private Equity portfolio integration & due diligence
• M&A execution, sell-side preparation & transaction structuring
• EBITDA growth, cost optimization & cash flow management
• NetSuite ERP implementations & data migration
• Offshore finance team development & AI-powered process automation
• Financial modeling, forecasting, and KPI-driven decision support
• Board reporting, audit readiness, lender compliance & investor relations
• Tax credit planning (LIHTC, ERC), nonprofit compliance & fiscal sponsorship
Industry experience: manufacturing, electric vehicles, healthcare, higher education, fiscal sponsorship, supportive housing, advertising, consumer products, SaaS, and nonprofit.
Trusted by boards, investors, founders, and lenders to bring financial clarity, scalable infrastructure, and steady leadership during critical periods of change.