As an attorney with a background in finance and business, I offer three main levels of consulting services: Business Strategy, Due Diligence for Buying & Selling a Business, and Disaster Response / Crisis Management. And, while hiring me as a Consultant does not mean hiring me as an attorney for specific legal advice, I am able to address issues with an eye toward risk management and legal issues.

Each service entails a different set of skills, which allows me to support you in different ways depending on your goals. Below are each of the categories and a list of services that could fall under each category. If you need something different, let me know.

The first step to working together is to set up a quick, complimentary 15-minute call with me. Click here to get started.


Business Strategy

Business Strategy
  • Meetings to discuss business goals and objectives
  • Conducting market research and studying market trends
  • Evaluating the practices and market behavior of industry competitors
  • Analyzing existing company processes and workflows
  • Creating and presenting analysis reports
  • Devising strategies to increase revenue, cut costs, and promote growth
  • Management of change
  • Reviewing and analyzing the efficacy of revised business strategies
  • Monitoring the long-term effects of business changes

Due Diligence: Buying & Selling a Business

Due Diligence:
Buying & Selling a Business
  • Identify and suggest potential targets and engage outside support as needed
  • Meet and build rapport with target principles to ensure healthy engagement
  • Request and organize target data and ensure validity for internal analysis
  • Engage internal team to review data and report back with suggestions/findings
  • Model potential financial results based on suggested changes or potential opportunities
  • Engage closing counsel and see through initial start up and operational control
  • Monitor operational activities to ensure deal points are met or revised to reflect current need or change in plan/market
  • Evaluate and propose operational changes and properly present financial information to maximize value in negotiations

Disaster Response / Crisis Management

Disaster Response / Crisis Management

When there’s a crisis, it’s important to have someone who can see both the forest and the trees. An external and unbiased partner is imperative for response and management; without one, unnecessary risk and costly outcomes are inevitable. Each crisis and disaster comes with its own complications. Let’s meet to discuss what you need, and together, we’ll determine what would be best for you.