Understanding Each Other
You're the Entrepreneur
You have an idea, a vision. . .
- Maybe you’re not quite sure how to bring your new idea into the real world.
- Perhaps you've launched your idea and the business has been operating, but it hasn’t reached the potential you’ve envisioned.
- Perhaps you just need help in one aspect of your business to fully realize your vision.
A Unique Breed
Not everyone is an entrepreneur.
True entrepreneurs are a unique breed,
who share common characteristics:
- clear vision and passion for that vision
- self-confidence
- the desire to be in control
- comfort with uncertainty
- a healthy disregard for rules, norms, or current ways of doing things
- frequently impatient with the minutiae of implementation
I'm Your Implementer
I understand your uniqueness.
- I help you translate your dreams, your visions, into real world implementation.
- I understand and execute on all those tasks that are essential to launch and operate a business, (but that nobody else, particularly entrepreneurs, really wants to focus on themselves).
- I am not looking for a piece of your business. I am a service provider who is paid for deliverables and performance.
- I enable entrepreneurs and small business owners.
Let's Get to Work on Your Vision.
Sounding Board
Strategy and Planning
Strategy and Planning
Active Listening
Brainstorming
Vision Sessions
Reality Checks & Smell Tests
Case Studies
Research & Analysis
Interviews & Information Gathering
Counselor & Trusted Advisor
Strategy and Planning
Strategy and Planning
Strategy and Planning
Business Plans & Work Plans
Spreadsheet Modeling
Leadership Development
Company Culture
Resource Identification
Business & Operational Process Design
Standard Operating Procedures (SOPs) Training
Growth
Strategy and Planning
Accounting, Banking, Finance
Mergers & Acquisitions
Sales & Divestitures
Buyouts & Takeovers
Partnerships
Business Portfolio Management
New Business Development
Project Management
Deal Structure & Contract Terms
Accounting, Banking, Finance
Government Regulation, Process, Compliance
Accounting, Banking, Finance
Outsource CFO
Management Accounting
Financial Statements & Control
Bookkeeping
Tax Strategy & Guidance
Banking Relationships
Business & Real Estate Lending
Debt & Equity Financing
Private & Public Investment Offerings ESOPs
Legal & Troubleshooting
Government Regulation, Process, Compliance
Government Regulation, Process, Compliance
Outsource CLO
Legal Process Oversight
Partnership & Ownership Structure
Contract Review & Advisement
Litigation Advisement
De-escalation & Diffusion
Issue Resolution
Troubleshooting
Negotiation
Template Management
Government Regulation, Process, Compliance
Government Regulation, Process, Compliance
Government Regulation, Process, Compliance
Outsource CCO
Government Entitlements
Regulatory Compliance & Approvals
Business Entity Setup, Licensing & Renewals
Internal Audit
Human Resources
Insurance & Risk Management
Software Development, Migrations & Implementations
Personal Services
Relationship Building & Communication
Relationship Building & Communication
Personal Representation
Family Services
Coaching
Connections & Introductions
Retirement & Estate Planning
Research
Problem Solving
Concierge
Relationship Building & Communication
Relationship Building & Communication
Relationship Building & Communication
Professional Networks
Identifying & Reaching the Customer
Marketing Strategy
Customer Relations & Communication
Team Communication
Relationship Management
Messaging (including use of AI, Copywriting, Editing)
Home Owner Associations
Relationship Building & Communication
Home Owner Associations
Initial Setup & Structure
Governing Documents
Building or Complex Management
Board Management
Developer-Controlled / Owner-Controlled
Capital Project Management
Accounting & Budgeting
Owner Communications and Relations
Bachelor of Arts
French & International Relations
BYU - 1993
Master of International Business
Pepperdine - 1995