In addition to early growth situations, my areas of concentration include start-ups and buy/sell opportunities.  I work closely with clients to find solutions to their pressing problems or to exploit new business opportunities.


In addition to general consulting services that can be offered to all types of organizations, I focus on two specific segments:


    • New Ventures (i.e. start-ups, early growth and de novo franchises)
    • Strategic Transactions (i.e. buy/sell transactions)


I look at your operations through an analytical lens and explore ways to help you achieve your objectives, strengthen management and improve your profitability.

General Consulting Services

  • Business Planning
  • Financial Analysis
  • Buy/Build/Lease Analysis
  • Business Process Design and Implementation
  • Cash Flow Planning
  • Capital Budgeting
  • Operational Budgeting
  • Financing Plan Development
  • Working Capital Management
  • Financial Modeling
  • Development of Support Schedules
  • Assistance with Obtaining Financing
  • New Product Planning and Evaluation


Specialized Consulting Services

New Ventures

  • Startup bookkeeping (limited to initial start up period)
  • Assistance with Business Plan Development
  • Assisting with Development of Financial Projections
  • Assisting with Obtaining Financing


Strategic Transactions

For Buyers

  • Assistance with Letter of Intent
  • Due Diligence (business and financial)
  • Business Plan Development
  • Tax Planning
  • Financing Plans
  • Deal Structuring


For Sellers

  • Pre-Sale Preparation
  • Tax Planning For Sale
Services offered through a related company SEFX2, LLC.
Please note that SEFX2, LLC is not a CPA firm.