About Us

Our Mission is to help businesses do well while becoming a force for positive change.

Our Vision is a world where business is integrated with the lives of employees and shareholders. It’s a beneficial part of the community, helping it to grow, while being sustained by it. It serves the needs of its customers, while providing good value to the suppliers that feed it. And it’s integrated seamlessly to the nature around it, so all are allowed to flourish and grow. No one stakeholder takes too much or too little, so it can grow in balance with its ecosystem.

When I was growing up, my family owned a mechanical contracting business. My father handled the operations, my mother did the bookkeeping and administration and my brother and I worked for them. They had no training in business, so my father had to work constantly just to keep up, and he was completely alone in his responsibility for his own family, and all of his employees. It can be lonely and stressful as a business owner, particularly a small business that doesn’t have a full-time executive team to bounce ideas off of. Eventually, my family sold the business for less than it was worth to escape the stress.

Now I get to use my training and experience to help my clients design businesses that will last. My team and I take care of the details that aren’t core to your expertise, letting you focus on what you’re best at. I’m a sounding board for you when you’re making big decisions, and I can model and forecast the risks and opportunities with each decision before you make it. We monitor the few key issues that can have a big impact, and let go of the hundreds of details that matter, but won’t change your path to success. Meaningful work is a critical part of my happiness, and I want to help business owners do their best work every day so they can have the same happiness and create it for their employees.

Credentials

As a 20-year Chartered Accountant, and a business executive for the last 10 years, I’ve worked in all areas of finance in a variety of industries. Using my strong background in mergers and acquisitions, I’ve focused my career on understanding what drives the value of a business and how to optimize it. I look at business differently, so from discussions with operational personnel and expert financial analysis, I find opportunities to improve profits and streamline processes. I work with executive teams to integrate the short and long-term goals of the business into a strategic plan, then work with finance professionals to create a system of reporting to ensure all is achieved as expected.