As a business owner or senior-level executive, you need the support of someone who can keep you focused on what is most important to drive the financial health of your business. Aaron is passionate about investing in leaders to help bring an influential and strategic mindset to the path of the organization they are championing. It’s about harvesting innovative ways to drive high performance in their business, turning the complex into simple, and enabling decision-making through thoughtful insight and collaborative approach.
Operating as a trusted business partner, Aaron has spent his 20+ years as an analytic problem solver. His experience as a CFO/CFO practice leader creates service-based solutions that his clients have realized value through:
- Establishing a strong controllership function and accurate financial statements,
- Managing cash flow for short-term needs while balancing long-term investment,
- Developing a performance management system that brings KPIs and business intelligence to life,
- Designing operational plans to ensure that financial goals can be achieved,
- Orchestrating strategic plans and investment that align with the owner’s longer vision,
- Raising capital through optimal debt or equity facilities,
- Preparing for sell-side exit events and executing M&A strategy,
- Exacting business incentives (tax credits),
- Connecting business performance with personal tax strategy, and
- Spearheading key, operational initiatives as the senior finance leader.
Whether a pre-revenue startup or $1B company (or anywhere in-between), he strategically focuses on the company’s objectives, develops a tailored plan of execution, and then operationally executes the strategy. As your financial consigliere, Aaron helps you realize your business objectives by jumping into the boat with you and navigating to calmer waters.