The Visibility Premium
Stop guessing if you're growing. Receive monthly KPI dashboards to separate valuable organic growth from advisors riding the bull.
Can add up to 1–2x to your valuation multiple
Institutional Finance Engine for Sub-$2bn RIAs.
Scaling boutique firms to drive premium valuations.
Schedule a CallCPA-led · M&A-ready
Avoid Shortchanging Your Legacy
The Margin Multiplier
Stop lighting cash on fire. Succession and advisor retention plans, billing reviews and vendor audits eliminate your bloat and maximize your yield.
20% margin boost = 20% more at exit
The Perfect Exit
Stop leaving millions on the table. Recasted financials, process preparation and deal consulting ensure you cash out on every dollar you're worth.
Every $500k saved at a 10x multiple = $5M
Institutional rigor, right-sized
Meet Your CFO
I'm a CPA with an M.S. in Accounting and senior controllership experience across complex organizations. I bring institutional-grade financial discipline to growing RIAs — with a finance function sized to fit.
Stop Guessing. Start Scaling.
Tell me where your finance function stands today. I'll follow up to discuss the gaps, the opportunities, and the right next step.