Completed Projects

2025
KOG Insurance, Philadelphia, PA – Valuation work and strategic advisory
HISI Insurance, Detroit, MI – Valuation work and strategic advisory

2024
Global Healthcare Resources, Chennai, India – Fractional CFO support
JTT Golf Ventures, West Palm Beach, FL – Start-up operational and capital budgeting build

2023
Global Healthcare Resources, Chennai, India – Fractional CFO support
Apex Motor Club, Maricopa, AZ – Interim finance and accounting support
Turbo Insurance Group, Scottsdale, AZ – Review of long-range financial plan and valuation

2022
CapMatrix, Phoenix, AZ – Ongoing finance and due diligence support
FrameCor, Phoenix, AZ – Created long range financial plan for purposes of capital raise
ProFab Construction, Phoenix, AZ – Created long range financial plan for purposes of capital raise

2021
Zell Commercial RE, Phoenix, AZ – Reorganized historical financial information in preparation of company sale
Momentum Group, Scottsdale, AZ – Ongoing finance and due diligence support
Castle Wealth Management, Palm Beach, FL – Revenue stream valuations
Friedman Recycling, Phoenix, AZ – Reorganized historical financial information in preparation of company sale

2020
Global Healthcare Resources Chennai, India – Analyzed potential spin-off of company subsidiary, ongoing finance and accounting support
Claimocity, Las Vegas, NV – Created long range financial and hiring plan for this healthcare start-up

2018
Hypercube Strategies, New York, NY – Financial reporting systems design and testing
Authentic Advisors, Naples, FL – Created pitch decks for acquisition opportunities

2016
Avella Specialty Pharmacy, Phoenix, AZ – Performed analysis on two successful acquisition targets and oversaw their integration
Cooper Companies, Scottsdale, AZ – Helped to analyze and revamp employee bonus program