I help owners and investors make stronger financial decisions, from running the numbers on a business to pressure testing a deal before they commit.
You have good people. What you don't have is someone who sees how it all fits together.
A CPA, a banker, an attorney, maybe a broker, each doing their part, none seeing the whole picture. The decisions that matter most fall in the gaps between them. I take the seat across all of it: the numbers, the deal, and the build. One person who can tell you how a tax move, a property, and a budget actually connect, so nothing slips through.
High level financial advisory for owners, at the scale your business actually needs. I work on the strategy, the capital, and the decisions that move the bottom line. I sit above the accounting, not in it.
Independent analysis on a specific deal or project. Underwriting, proformas, capital structure, and a clear read on whether the numbers actually work before you commit.
Specialized tax strategy for property owners and investors. Cost segregation studies that accelerate depreciation and free up cash, plus structuring and planning that keeps more of what your real estate earns.
I bring together skills that usually sit with separate people: tax strategy, capital allocation, real estate, and business operations.
I learned to connect them as a family office CFO, where it all crossed my desk. I work with a small number of clients across North Carolina.
If you're an established owner or active investor whose finances have outgrown a single accountant, I'd be glad to talk. I take on a limited number of clients at a time.
Cary, North Carolina
Raleigh · Durham · across NC