I’m not your typical CFO. I’ve built and sold companies. I’ve raised capital and deployed it. I’ve sat in every seat on the cap table - founder, CFO, CEO, PE investor, board member. I’ve closed infrastructure financings and guided companies through bankruptcy.
I serve clients as a strategic partner. Comfortable in the mess, calm in the storm, and laser-focused on building enduring value for your business.
We operate across the full finance stack. Strategy, modeling, accounting, governance, legal triage, and investor relations.
Helping you make decisions that align with capital needs, investor expectations, and operational constraints.
Pitch decks that tell the right story. Legal workflows designed strategically to avoid expensive problems later.
Investor-grade models, tailored to the realities of hardware and infrastructure-heavy businesses.
Standing up clean, reliable accounting - or overseeing a team that does. Avoiding tax and compliance landmines.
We work best with founders who are building something complex and capital-intensive. Energy tech, industrial innovation, consumer products with real logistics. Common engagement triggers include:
The name is built from my kids’ names. The work is built from two decades across finance, energy, private equity, and project development.
I care about efficient systems, clean modeling, and doing things with purpose. I don’t just want your company to survive. I want it to be something you’re proud of.
Every engagement begins with a short diagnostic. 2–4 weeks reviewing your materials, financials, corporate docs, and plans. We’ll give you a clear-eyed view of the risks, the gaps, and the opportunities.
From there, we structure a retainer or ongoing advisory based on your stage and needs. No lock-in. Cancel anytime. Earned trust is the model.