I am an experienced Financial Advisor and Senior Executive, providing effective financial, operational and strategic advisory services to: develop and implement plans to achieve individual and family retirement objectives; develop and implement business succession and exit plans; solve business challenges; enable company and personal transitions and enhance business value and create shareholder value. These services include: Develop and implement plans to achieve individual and family retirement and legacy objectives. Plan and execute business succession and exit strategies. Develop and implement strategies to attract, reward and retain key employees. Develop and Implement strategies to minimize taxes and maximize business owner compensation. Develop, refine and implement strategic plans and initiatives. Plan and execute mergers, acquisitions and divestitures. Obtain capital (debt and/or equity) to support internal growth, acquisitions and strategic initiatives. Improve business performance, revitalize "tired" businesses and turnaround distressed companies. Provide sophisticated and effective senior management (CFO, COO, CEO) capabilities and experience on an interim basis. Executive experience includes serving both public and privately held companies in senior roles including Chief Executive Officer, Chief Operating Officer, Chief Financial Officer and Director. Management advisory experience was earned in a "Big 8" public accounting environment and as founder and president of an independent financial, operational and strategic advisory company. Areas of expertise include: retirement planning; business succession and exit planning; key employee and business owner compensation; merger, acquisition & divestiture advisory services; corporate financing; business valuation; corporate strategy development & implementation; business planning & implementation; business improvement, revitalization and turnaround; interim senior management.