Who We Are
“I know we make money, but I don’t know how much?”
“I want to sell my business one day but where do I start?”
“I haven’t had a vacation in years!”
Our firm was founded with one idea in mind: Empower our clients to not only reach, but exceed their growth and financial goals.
It is easy to say that but a much harder task to deliver. A well-run business does not happen by accident. It takes the creation and implementation of proper financial and administrative processes to complement a dynamic owner and manage group.
We wake up excited everyday to work with our clients to getting them one step closer to their end goal, whether that means world domination or the sale of their asset and the next chapter of their journey! Our small team of talented specialists have professional credentials ranging from accounting, insurance and HR regulation, and financial analysis.
An optimized business awaits… don’t waste anymore time.
From The Founder
All I wanted to be as a child was an inventor. My biggest idea was a slice of American cheese created big enough to span to entire size of a slice of bread. I know… how am I not a billionaire yet!??!
But the ambition to leave my mark on the world has always been there, and now I have the privilege of not only continuing to grow on my own entrepreneurial path but to also help others do the same. Like many successful business owners, there are certain skills I have a plentiful supply of and others where I need some help.
Having had the fortune of a generous exit from the first company I started at the age of 40, I now enjoy working with others who envision their own eventual exit too. Whether you want to grow your business to be more profitable or create more free time to achieve a better work-life balance, I created the CFO360 platform to assist others in not only reaching, but exceeding their own goals too! I hope to spend time working with each and every one of you so that one day you will experience the rewards of a company that has been fully realized!
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!