Decide what you want your life to look like, and our team of experts will help you find the path to get there.
As a CPA and business advisor, I enjoy working with small business franchise clients to help each understand the financial and tax implications of becoming a business owner. As a business owner myself, I prioritize planning for success, and I help my clients to also develop winning strategies in both a personal and business context. My aim is to add value to your selection process, specifically in helping you understand the item 19 in the Franchise Disclosure Document and in offering business plan write-up services that are often required by the franchisor, lender, or both. Additional services available include business review and valuation, structuring accounting and internal control setup, statement compilation, bookkeeping, and tax filing preparation. Being a business owner comes with its challenges, but also its opportunities; I love it, and wouldn’t have it any other way. I look forward to helping you meet your professional, personal and lifestyle goals through business ownership too.
With experience of more than 30 years practicing business law, I know the decision to invest in business ownership can be life changing. In my work as an advisor and attorney with startup, middle market and larger companies I help clients navigate through the legal, ethical and practical framework within which any franchise opportunity must operate. My practice focuses on franchise, distribution, and national and international brand and brand development. As the co-founder of the Franchise Brokers Association (the largest association of franchise brokers and franchisors in the world), I have an extensive network of resources to assist franchising, licensing and distribution companies in their strategic growth. As a Certified Public Accountant, I have Big Eight public accounting and Fortune 500 management experience. I am pleased to serve on the Board of Directors of the Franchise Brokers Association and Franvest Management, as well as the Board of Advisors for Franchise Athletes.
My lifeâ€™s work has been rich with experiences that connect people and their passion with purpose, to create value and generate profit. I was born into a family of entrepreneurs, I live the â€˜passion with purposeâ€™ legacy, and I understand the challenges and rewards of being a small business owner.
I am a visionary, but I am also a strategic thinker and a realist, applying intellect and gut to push or pull ideas to fulfillment, or drag them to the recycle bin. Iâ€™ve taken a unique idea through development, secured funding, integrated collaborative partners, gone to market, and received international recognition for the project success. Iâ€™ve been successful at doing a lot with a little and creating significance on many blank canvases; I can help you do the same through business.
There is no single pathway to business ownership success, so I have a toolbox full of winning strategies. My background includes an MBA with a focus in Negotiations, Marketing and International Business, from the Jack C.
We can save you time and ensure that you have all the tools needed to make
confident decisions about your investment.