Yes, You Can Have a Profitable Business

Leverage the Experience and Relationships of a Banking Expert

Profitability Coaching™

Get control of the financial decisions you make in your business.

Finding Financing

Not all banks are the same. Navigate the loan process with ease.

Exit Planning Coaching

Build value and gain clarity on the steps to exit your business.

Profitability Coaching™

Do the finances of your business leave you confused or frustrated?

It can be overwhelming to know if you’re making the best decisions for the financial future of your business.

With over 30 years in the banking industry and 14 years running my own business, I understand. In Profitability Coaching™, I act as your guide to simplify complex financial concepts and break them down into easy-to-understand knowledge. We then partner together to get you back on the road to delivering profitability you never thought possible.

Isn’t it time to gain financial clarity in your business? Create a level of value that sets a standard for excellence in your industry.


Every business owner has a big vision for the company and wants to make it happen.


The problem is, you may want to move the company forward but you don’t know how. You suffer from paralysis by analysis.


You need a trusted advisor looking out for your best interest who can interpret the language of financial terms and help get your financial house in order.


Get a clear picture of the financial health of your business while developing a plan to take you from financial confusion to clarity.


We’ll partner together to break through barriers to growth or increased cash flow and profitability.


Learn how to execute the plan, focusing on the areas that will accelerate you to financial growth.

Isn’t it time to get on the road to financial success via profitability and healthy cash flow?

Download “5 Ways To Recession-Proof Your Business”

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Finding Financing

Wrong Bank, Wrong Person, Wrong Loan?
Let Us Help You Get to “YES”.

When business owners want to obtain a loan, they often don’t have the expertise to know where to start or what to do. We leverage our knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to get your loan approved and closed in a seamless process.

Loan Package

Your loan package will be assembled to ensure it meets each bank’s standards.

Match Making

Not all banks and bankers are alike. Your business is matched to a pool of banks and bankers that like your industry and the type of loan you’re requesting.

Use Our Relationships

It takes time to develop relationships with a select group of bankers who have the ability to get your credit approved inside the bank.

Finding financing for your growing business can be stressful and challenging.
Leverage our experience in knowing my way around the banking world to get it done so you can focus on running your business.

See if you’re bankable

Fill out the form below and we’ll send you our free pdf “Are You Bankable and Bank-Ready?”

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Exit Planning Coaching

Every business owner wants to be able to sell their business and retire with financial freedom.

Oftentimes, business owners are so busy running their business that they don’t put any thought or planning into what will happen when they exit their business. It can be overwhelming to know where to start and make sure you have all of the pieces in place to achieve financial freedom.

With Exit Planning Coaching, we partner together to walk through each step of the process so you can exit your company on your terms and see it continue on successfully.


Build transferable value.


Create a business growth plan that’s attractive to the buyer.


Understand the 3 Ts: timing, terms, and taxes.


Exit your business and ride off into the sunset with financial freedom.

Isn’t it time to start thinking about your future?

Download our free resource: “7 Questions to Jump-Start Your Exit Planning”.

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