Why I created
FutureCount.
I created FutureCount to help owners of small and midsize businesses strengthen their companies and achieve a successful ownership transition or sale to a strategic buyer.
After more than 25 years working with entrepreneurs and family business owners, I remain drawn to this work: understanding what makes a company valuable, helping its owner make informed choices, and working alongside them to carry those choices through.
Decisions business owners
are weighing today.
These choices influence one another. They deserve a view of the whole business and the future you want for it.
Growth and investment
A promising growth opportunity can also require more cash, people and management attention. The decision rests on how those demands fit together.
People and leadership
Developing leaders, retaining key people and funding competitive pay and benefits affect your role, your company’s culture and the standards your customers expect.
Technology and AI
New tools bring choices about productivity, cost and security. The useful starting point is the work you want to improve and the investment it deserves.
Ownership and personal wealth
Your timing, executive incentives, family goals, tax position and a buyer’s terms all shape what a transition means for you. Continued family ownership may also be part of the plan.
Experience behind
the advice.
Current Chief Financial Officer roles at NeuralSeek and TechD. Working directly with the business owners to optimize the value of their companies.
MBA in Finance, NYU Stern School of Business. A background spanning financial, operating and technology decisions.
ERP consulting practice leadership at eDelta Consulting and earlier advisory leadership at McLaren Strategic Ventures.
Selected experience and public sources →How I work
with you.
First, I get to know your company and what you want to achieve. A Business Diagnostic gives us a shared understanding of performance, people, operations and systems.
We compare practical options and agree on a custom strategy. I weigh investment choices against their likely financial benefit, their effect on quality and people, and your ability to carry them through.
I then work alongside you and your team to put the plan into action, coordinate specialists and review progress.
How the work begins →