I'm a business owner's best friend; I educate, advise, and execute strategies that solve business owners' most common nightmares.
Why? Because we're here to help life go right.
I start by conducting a full fact-based inventory and analysis of each business' financial portfolio, insurance coverages, and business plan to:
• Identify goals and concerns
• Analyze what is being done to reach goals and deal with concerns
• Mitigate gaps, if present, and offer strategic solutions to fill them
Interested in a quick conversation to see if we are a good fit for working together? Use the scheduler below to find a time that works for you, and book a quick chat. Talk to you soon! -Dan