How I can help you

I can help you develop a business plan, set up an accounting system, analyze financial results, develop budgets and strategy, and manage cash flow and business risks.

After 30 years of finance and management experience at a large corporate environment, my wife and I moved to Vermont and bought a 10-room bed & breakfast inn. We owned and operated this four-season inn for 4 and 1/2 years with a lot of help from the full time/part time staff and various local partners (i.e. plumber, electrician, landscaping, appliance stores and carpenters). 

We learned to live in the small local community where the long-term relationship matters, price and promptness are not always the priority, reputation and reciprocity count more than money, and success is defined as more than the balance in your bank account.

AREAS OF EXPERTISE

- International (particularly Japan and Asia Pacific)

- Finance and Strategy

- Risk Management

- Acquisition and Divestiture

 

INDUSTRY EXPERIENCE

- Financial Services

- Hospitality

 

 

 

 

 

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning

Industry Experience
  • Banking, Financial Services and Insurance
  • Restaurants and Hospitality

Education

BS Management

CPA


Communication Methods

  • In Person
  • Phone