About Us

Based on years of experience as a controller, a trained consultant, and a practicing CPA, I realized that my knowledge could benefit smaller and mid-sized businesses as well as other CPAs and consultants. My vision is to create a business advisory and consulting support service using a body of knowledge I call Building Business Value (BBV™). This is based on my training as a consultant working with one of the premier national accounting firms and my own experience from advising privately held companies.

Technology development now allows me to provide access to a library of intellectual capital through newsletters, blogs, books, toolkits, and electronic media in addition to offering virtual consulting and coaching. We will be providing regular newsletters, pod casts, and a subscription BBV™ Newsletter for a wide range of constituents. This initiative will be an on-going process of developing and providing new offerings. I thought business owners, in addition to CPAs and consultants, could benefit from my knowledge.

I was trained by RSM McGladrey to deliver a wide range of consulting services from strategic planning to financial and operational assessments. Training included supply chain management, lean manufacturing, Six Sigma, strategic cost management, and practice management. In addition, I was privileged to work with and learn from some of the top consultants in the country. I was fortunate to learn the secrets of developing winning proposals and effective management of engagements. This effort represented a complete re-engineering of my management and accounting training and background. The results of this effort are what I am providing to you.

What is the BBV™ program? It is disciplined ongoing commitment to creating meaningful results that builds true business value. The approach is designed to:

• Identify the pain and the problems
• Determine what needs to be done
• Orient the business
• Manage the scale
• Manage and structure debt
• Maximize assets
• Optimize products and services
• Improve employee effectiveness
• Improve productivity
• Change the right processes for the right reasons

The program also utilizes my seven principles of Strategic Optimization:

  1. Strategy
  2. Sales and marketing
  3. Operational Processes
  4. Measurement
  5. Change Management
  6. Technology
  7. Leadership 

Blog

A New Beginning »

Well 2009 is here. Now we have a chance to put the trauma of 2008 behind us and move forward to new beginnings. I already have. My goals are set and I’m moving on to where my dreams are going to take me.2008 was a pretty good year for us. First and foremost was creating [...]

Recession Survival »

How you do survive the worst economic downturn since the great depression? This is a big question. Many people never experienced the depression or even the big recession of 1981 and 1982. I was a controller of a large corporation back in 81-82. This got me thinking about how could I provide guidance to those [...]

Cash Conversion Efficiency »

In these times, cash is king. Achieving better cash flow starts with sales and marketing. A tough economic environment means there are more businesses looking for the same customer. Taking a more aggressive approach to finding more sales leads that can be converted into sales is a critical component to increasing your cash flow. You [...]

The Reality of IFRS »

I am sure many CPAs have seen IFRS and heard there was going to be a convergence from Generally Accepted Accounting Principles (GAAP) to international accounting standards. But how many of them realize the magnitude of what lies ahead? I was involved in teaching SOX and internal control standards under Section 404. This gives me [...]

Succession - Planning for the Future »

One of the key components of succession planning is deciding where the business should be going and who is going to provide the necessary leadership. This process is a double edged sword. It involves planning for both owners as well as the business. Things can get pretty emotional in family-owned businesses. Accordingly, it is very [...]

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