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Skills

  • Budgets
  • Business Planning
  • Business Plans
  • Business Strategy
  • Business Writing
  • Consulting
  • Data Presentation
  • Financial Analysis
  • Financial Modeling
  • P&L Analysis
  • P&L Modeling
  • Powerpoint Presentations

Services

  • Business Plan Development

    $75/hr Starting at $500 Ongoing

    Dedicated Resource

    I am very skilled with both numbers and words. Consequently, I am uniquely qualified to prepare business plans and presentations. I can help you think through and develop strategy assumptions, translate...

    BudgetsBusiness PlanningBusiness PlansBusiness StrategyBusiness Writing

About

Business Planning Professional

I help people make better financial decisions for their companies or organizations and succeed in their goals. Consultant with 30+ years of experience with finance, planning, and organizational management. Highly proficient in budgeting, financial reporting, strategic planning, mergers and acquisitions, and investment policies.

I am very skilled with both numbers and words and have masters degrees in both Finance and English. Consequently, I am uniquely qualified to prepare business plans and presentations. I can help you to think through and develop appropriate strategy assumptions, translate those assumptions into numbers, and write a compelling case for your business.

As CFO of two companies, I led the annual budgeting and forecasting processes, implementing annual operating plans, monthly and quarterly performance reviews, capital budgets, and strategic plans. I established variance analytics and performance metrics which resulted in improved performance and cash flow.
I have extensive experience with preparing plans and presentations for management and Boards of Directors for existing and new businesses as well as Offering Memorandum for businesses that were being sold.

Additionally, I have the following experience:

Advised numerous start-ups and small companies on how to set up financial reporting systems, budgets, and cash controls.

Expert witness in over 25 employment lawsuits. Prepared damage studies, wrote reports, and testified as needed.

Advised the 501(c) Friends of Robinson Gardens. Worked with the Board members to increase their understanding of what it takes to prudently manage a non-profit organization. Wrote grant proposals, marketing solicitations, and policies and procedures. Developed investment policies and monitored the investment activities of the non-profit's Trust.

Co-author of Beverly Hills' First Estate The House and Gardens of Virginia and Harry Robinson. Edited numerous books and articles.

Work Terms

I can generally be available any day of the week except Wednesday. I can communicate by phone, email, or text - whatever is the most convenient.