Hire the Best Business Consultants in Connecticut

💰 25+ Years Experience | 200+ M&A Deals | Fractional CFO | Strategic Consultant I specialize in business valuation, financial due diligence, structured finance, and growth strategy. I've worked with private equity firms, family offices, SaaS and tech companies, real estate investors, commercial lenders, and owner-operators. I have led financial restructurings in the Asia-Pacific region, advised on post-merger integrations, and provided fractional CFO and strategic consulting for high-growth startups, PE-backed firms, and distressed asset acquisitions—helping businesses scale, raise capital, and optimize financial performance. 🏆 Recognition & Awards Top 100 in Finance (2020, 2022) Acquisition International 2019 Award for Excellence in Corporate Valuations Corporate LiveWire’s 2020 Innovation & Excellence Award in Growth Assessment McKinsey Quarterly & Harvard Business Review Advisory Council Member 🔹 Services & Expertise 📊 Valuation & Due Diligence ✔ Company Valuation (SaaS, Tech, Real Estate, PE, SMBs) ✔ Quality of Earnings (QoE) Reports & M&A Due Diligence ✔ Investment-Grade Financial Modeling & Forecasting 💵 Capital Raising & Structured Finance ✔ Debt & Equity Financing (SBA, PE, VC, Alternative Lending) ✔ Acquisition & Growth Financing Strategy ✔ Credit Stacking & Structured Credit Solutions 📈 M&A & Business Growth ✔ Buy-Side & Sell-Side M&A Advisory ✔ Post-Merger Integration & Financial Restructuring ✔ Distressed Asset Acquisitions & CRE Finance 🛠 Strategic Consulting & Operations ✔ Business Turnarounds & Process Optimization ✔ Growth Planning & Exit Strategy ✔ Cross-Border Business Structuring (US, Asia, EU) 🔹 Industry Expertise ✅ Tech & SaaS – ARR/MRR Valuation, Churn & LTV Analysis ✅ Real Estate & Private Equity – CRE Finance, REOs, Distressed Assets ✅ SMB & Family-Owned Businesses – Succession Planning, Growth Advisory ✅ Manufacturing & Supply Chain – Cost Optimization, Vendor Credit ✅ Logistics & Aviation – CEO of a Cargo Airline, Supply Chain Finance 🔹 Why Work With Me? ✔ Proven M&A & Due Diligence Expertise – Supporting investors, buyers, and sellers in high-stakes transactions ✔ Expert in Financial Strategy & Capital Structuring – Helping businesses optimize funding, valuation, and profitability ✔ Results-Driven CFO & Strategic Consultant – Ensuring financial health, efficiency, and business growth Let’s discuss how I can add value to your project! 🚀

I’m a seasoned Business Analyst and Customer Experience Operations professional with over four decades of experience helping software organizations improve how they work, support their customers, and deliver high‑quality products. My career spans roles in software design and development, requirements gathering, configuration management, technical product support, and large‑scale process improvement across global teams. I specialize in transforming complex operational challenges into clear, repeatable processes—whether through business process mapping, customer feedback analysis (including NPS and KPI trends), or the creation of detailed SOPs and documentation. I’ve led high‑stakes support organizations, managed international teams, and driven company‑wide initiatives to standardize defect management, streamline deployments, and elevate the customer experience. Known for translating complex systems into clear processes, documentation, and stories—whether improving enterprise customer support organizations, designing scalable business processes, or crafting immersive narrative content. Brings senior leadership judgment, analytical rigor, and polished written communication to both business and creative projects. Across every role, I bring a commitment to thorough analysis, practical problem‑solving, and delivering solutions that improve both customer satisfaction and internal efficiency. Today, I focus on remote contract work where I can apply my expertise in business analysis, customer support operations, and process design to help organizations scale with confidence Core Strengths  Business Analysis & Process Improvement  Requirements Gathering & Documentation  Customer Experience (CX) & Support Operations  Salesforce Administration & Consulting  Data Analysis (KPIs, NPS, trend analysis)  Root Cause & Defect Analysis  Technical & Procedural Writing  Narrative Design & World‑Building  Editorial, Rules & Content Writing  Stakeholder & Client Engagement  Global Team Leadership (US & International) Writing Strengths  World‑building and lore development  Rules writing and technical clarity  Narrative structure and immersive storytelling  Editorial collaboration and deadlines

I am a business consultant who focuses on enabling new founders and established business owners to succeed by providing business strategy support, writing comprehensive business plans, preparing compelling pitch decks, developing financial forecasts, and by assisting with capital raises. Since 2020 I have enabled over 300 entrepreneurs to raise in excess of $50 million to launch their companies and achieve their goals. I am ready to help you do the same right now! I am an entrepreneur myself. I founded and run the Acre of Independence Farm in Woodbury Connecticut, which delivers high quality organic produce, poultry products and maple syrup to a growing list of customers. Recently I co-founded Axiom Business Strategies, which provides dedicated support to new entrepreneurs and established companies seeking greater success in their respective industries. I am also a veteran, a retired Army Green Beret who spent nearly 27 years on active duty, which included four combat tours in Afghanistan and service in Latin America and Sub-Saharan Africa. In my final military assignment, I served in the White House as a Director for Counterterrorism on the National Security Council. I have a B.S. in Finance from the University of Connecticut, an MBA from Webster's University, a Master in Military Arts and Science degree from the School for Advanced Military Studies, and a Master of Science Degree in Resource Strategy from National Defense University. If you are looking for support refining your business strategy, creating your business plan or pitch deck, developing your financial forecast, or raising capital, please contact me today, and let’s get started!

I’m a Senior Business Consultant and an Upwork Top Rated Plus Talent with over 10 years of experience building operational infrastructure and strategic systems for startups and scale-ups. I specialize in helping founders and leadership teams scale sustainably - by aligning people, processes, and systems around clear, achievable milestones. My background in Industrial/Organizational Psychology and Behavioral Strategy allows me to optimize not just what a company does, but how it does it - from team dynamics and internal workflows to customer-facing systems and strategic roadmaps. My work spans across three core areas: - Help founders go from idea to execution by building systems, selecting tools, and defining roles from the ground up. - Establish core operations, SOPs, and team infrastructure to stabilize startups and support early-stage growth. - Streamline workflows, improve cross-functional collaboration, and set up data-driven processes to enable scale-ups to grow efficiently. While the strategy always comes first, I’m hands-on with dozens of tools across operations, automation, CRM, and internal systems, including: - Power BI, Tableau, most custom reporting in Excel/Sheets - Zapier, IFTTT, Workato - ActiveCampaign, HubSpot, Salesforce, Maropost - ThriveCart, ClickFunnels, Shopify - WordPress, HelpScout, Asana, Monday, Jira - AI productivity and automation tools (there's too many to list, but I stay updated on most the new tech our there) From strategic planning and operational architecture to team development and systems implementation, I serve as a fractional COO and trusted advisor to growth-stage companies. I help leadership teams build scalable foundations, align execution with strategy, and drive sustainable performance - without cutting corners.

Your on-demand business strategist and management consultant! I have the diverse business strategy, business operations, and vertical industry experience you are looking for to get up to speed on and create value for your business very quickly. I am an experienced management consultant with BS degrees in Quantum Physics and Economics and a Chicago (Booth) MBA. I am a former Senior Manager in the Strategy Practice of Accenture, with more than two decades of experience in strategic planning, market entry and growth, business process re-engineering, change management, IT systems design and implementation, marketing strategy, and process optimization (sales and marketing ops, Order-to-Cash ops, HR ops, IT ops). I spent over 6 years at Accenture doing business strategy, business process re-engineering, and IT systems design and implementation for Global 500 companies. I was Accenture's Global Segment Lead for the Electronics and High Tech practice for several years. I served for several years as the Senior Vice President for Transformation for the College of American Pathologists, responsible for developing strategies and implementation initiatives for the digital transformation of the practice of pathology. I was the founding CEO of a biotech startup that is still going strong more than 15 years later. I launched and ran my own IT systems implementation company for 5+ years. I have over 20 years of experience in healthcare-related businesses, developing new market and new product strategies and implementing new business models. I have experience implementing and managing paper and electronic Quality Systems, including writing SOPs and conducting risk assessments. I have led quality and compliance operations in pharmaceuticals and SaaS software companies, and have experience leading HITRUST and ISO9001 certification efforts. For several years I was head of Professional Services for a software company that provides HIPAA and HITRUST compliant SaaS capabilities within the Salesforce platform. I led their HITRUST certification project and I am very experienced with information security requirements. My professional services organization provided business process re-engineering and software customization and implementation services to Fortune 500 customers. And along the way, I accumulated a wide variety of technical experience: I am certified in AWS and Salesforce in the areas of technical architecture, technical infrastructure, and technical operations. Some coding and development experience.

Hi, I am a Virtual Assistant with a background in Recruiting and business consulting in the areas of Tech,Finance and Healthcare. I possess exceptional communication skills, analysis and technical skills.