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About
I'm a B2B® CFO Partner, with an interest in helping the owners of privately-held businesses reach their goals, both personal and business. I have over 30 years’ experience partnering with clients to navigate through all business cycles. I am a strong financial and strategic partner to CEOs/owners interested in growing and transforming their businesses. My in-depth experience enables me to assess organizational dynamics, diagnose roadblocks, facilitate outcomes and empower employees. I provide my consulting services on an as-needed long-term basis. This helps privately-held businesses as they benefit from my experience, without the fully loaded cost of a full-time employee. My sweet spot in terms of the businesses I work with are those with sales are in the $5M - $75M range. When I'm not working, I am an avid sailor, occasional golfer and enjoy hiking, fishing and being outdoors.Company Spotlight in Tech
Origin Ventures
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Steve Miller
ArrowStream
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Frank Morgiewicz
Avail
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Ryan Coon
One North Interactive
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John Simpson
Snap36
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Jeff Hunt
Chicago Health Executives Forum
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Georgia Casciato
Emmi Solutions
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Devin Gross
Integrated Project Management
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Mike McLeod
Mattersight
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Kelly Conway
Squadhelp.com
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Darpan Munjal
Intetics, Inc.
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Kamea Networks & Technology
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Chach DalSanto
1871
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Howard Tullman
WiredScore
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LaunchPad Lab
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Tom Cullen
ActiveCampaign
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Jason VandeBoom
Gympass
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Sean Flynn
Sales Engine
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Craig Wortmann
Shiftgig
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Eddie Lou
Enova International
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John Higginson
8th Light
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Paul Pagel
Scout Security, Inc.
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AAron Dannenbring
Braviant Holdings
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Stephanie Klein
Slack and Company
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Gary Slack
Trading Technologies
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Rick Lane
Kapow
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Chris Brown
Steadfast.net
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James Webb
RightHand Technologies
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Steve Valentor
Pro Material Solutions
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Jerry Freeman
Insuresoft
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Tony Villa
Intersog
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Igor Fedulov
Solving IT
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Paul Taylor
Reliefwatch
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Daniel Yu
Accretive Health Inc.
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Dr. Emad Rizk
Drivin
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Kayne Grau
Civis Analytics
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Dan Wagner
Raise The Bar Consulting
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Aaron Levy
Truss Holdings, Inc.
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Bobby Goodman
HubTran
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Matt Bernstein
BCDVideo
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Jeff Burgess
SmartSource Inc.
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Joe Iovinelli
Punchkick Interactive
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Zak Dabbas
nuphoriq
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Erin Walter
RKON Technologies
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Jeff Mullarkey
Mediafly
Carson Conant
EZLinks Golf
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Gary Cohen
INXPO
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Malcolm Lotzof
Reverb
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David Kalt