Independent Wealth Manager for Small Business Owners. My specific expertise lies within the business development and financial proforma aspects of start-ups and small businesses who wish to expand or invest in capital improvements.
I spent 15 years working in the private sector as a business development and strategy expert. I am able to consult on how to develop business cases, financial models and proforma's and how to determine the break-even point of an investment. I am able to do market research, define data points that could support the business and how to also create the go-to market strategy for new products or lines of business.