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Ex-RBC mid-market banker with 30+ executed deals ($15M–$300M). I build financial models, investor decks, and due-diligence materials that that help you raise capital and close deals. Rotman MBA. Banker-quality work, freelancer speed. Prior to finance, I was a chemical engineer and worked in different engineering and operational capacities in manufacturing.

I help businesses of all sizes stay compliant, profitable, and organized with expert Canadian tax planning, online bookkeeping (QuickBooks Online, Xero, Sage, Wave, FreshBooks), and preparation of accurate financial statements. From backlog cleanups to ongoing accounting support, I turn complex financial challenges into clear, actionable solutions. Core Services Canadian T2 corporate and T1 personal income tax returns GST/HST sales tax returns and compliance Accurate and timely financial statement preparation Sales and payment reconciliation (PayPal, Stripe, Afterpay, Sezzle, Amazon Pay) Budgeting, forecasting, variance analysis, and cash flow management Strategic business advisory and tax planning Backlog cleanup and accounting system setup Why Work With Me Expert Guidance – Over a decade of certified accounting and tax expertise in Canada Personalized Approach – Tailored solutions that fit your business’s unique needs Technology-Driven – Skilled with QuickBooks Online, Xero, Sage, Wave, FreshBooks, and other modern tools Proven Reliability – History of delivering on time with accuracy and attention to detail Clear Communication – Transparent, easy-to-understand reporting and advice

I am passionate about creating value for clients by managing corporate strategy, finance and accounting processes, while identifying cost optimization opportunities. The full time MBA program at the University of Michigan, my investment banking experience at J.P. Morgan Chase & Co. and tax advisory experience at KPMG has enabled me gain corporate strategy, analytical finance and accounting skills that are relevant to assisting with complex strategy, accounting and finance needs I am proficient in building financial statements, developing financial models and financial forecasts / projections, conducting valuation analysis, designing pitch decks, conducting investment / equity and/or general financial research I look forward to working with you!

I have been in private equity/ venture capital for the past 25 years. I worked for several years with BDC Capital, a $3 billion venture capital fund. Companies that I have been directly involved in have raised over $200M of venture capital and have achieved exits of $1.6 billion. I love working with very early stage companies. I provide a lot of value in getting your business ready for investment. I will offer very blunt feedback and help you position your company for success. I can provide feedback on the business plan, presentation, etc. In exceptional cases I can make introductions to investors that I believe will have a high likelihood of investing. I have been honored for my achievements. I have been a Business Pitch Judge at the prestigious Rice Business Plan Competition and Banff Venture Forum. I have also judged several international Pitch Competitions. I advise technology companies all over the world. I also act as a consultant on operational issues. I have also completed a few turnarounds as well. My services include: - Winning pitch decks - Financial Models - forecasting, analysis, problem solving - Investor pitch decks, strategy and identification of appropriate investors.. - Business planning and Strategic Consulting (business plan writing, business development, strategic analysis, marketing plan, market entry strategies) - Company valuation, Mergers and Acquisitions and Due Diligence, Value Creation Plans - Inbound Private Equity - helping companies respond with a strategy on how they will invest the funds - Venture Capital Funds - Expert Witness for a BC Supreme Court Trial - Chief Financial Officer (CFO) - interim and mentoring - Mergers and Acquisitions (M&A) - Market Research My knowledge of what works allows me to help you avoid common mistakes and proactively positions you to answer the tough questions. I want to give back and help others succeed. I look forward to working with you to achieve your goals and dreams!

💰I 𝗔𝗻𝗮𝗹𝘆𝘇𝗲 𝘆𝗼𝘂𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝘀 to 𝗗𝗲𝗹𝗶𝘃𝗲𝗿 𝗙𝘂𝗻𝗱𝗶𝗻𝗴 𝗼𝗽𝘁𝗶𝗼𝗻𝘀. 🏦𝗜 𝘄𝗮𝘀 𝗖𝗘𝗢/𝗠𝗮𝗷𝗼𝗿𝗶𝘁𝘆 𝗦𝗵𝗮𝗿𝗲𝗵𝗼𝗹𝗱𝗲𝗿 𝗼𝗳 𝗮 𝗽𝘂𝗯𝗹𝗶𝗰 𝗰𝗼𝗺𝗽𝗮𝗻𝘆. 𝗦𝗶𝗻𝗰𝗲 𝟮𝟬𝟬𝟳, 𝗜'𝗺 𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿/𝗠&𝗔 𝗔𝗱𝘃𝗶𝘀𝗼𝗿. 💰 𝗔𝗰𝗾𝘂𝗶𝗿𝗲𝗱 𝗖𝗼𝗻𝘁𝗿𝗼𝗹𝗹𝗶𝗻𝗴 𝗦𝗵𝗮𝗿𝗲𝘀 𝗶𝗻 𝗮 𝗷𝘂𝗻𝗶𝗼𝗿 𝗽𝘂𝗯𝗹𝗶𝗰 𝗰𝗼𝗺𝗽𝗮𝗻𝘆. Sold the Majority Shareholder control to a BVI investment fund. 🏦 𝗙𝗼𝘂𝗻𝗱𝗲𝗱 𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗠𝗲𝗿𝗴𝗲𝗿𝘀 & 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘆 𝗳𝗶𝗿𝗺 𝗶𝗻 𝟮𝟬𝟬𝟳 that serves private and corporate investors & entrepreneurs looking to invest in, buy, and sell businesses. 𝗠&𝗔 𝗗𝗲𝗮𝗹 𝗦𝗼𝘂𝗿𝗰𝗶𝗻𝗴 & 𝗢𝘂𝘁𝗿𝗲𝗮𝗰𝗵 - I research, qualify, and deliver a list of potential Buyers or Sellers for your Business. 𝗔𝘀 𝗮 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝗻𝘁, I recommend Funding options to businesses. 𝗔𝘀 𝗮 𝗕𝗿𝗼𝗸𝗲𝗿, I shop around for Loan or Investment Offers from Lenders & Investors in the U.S., Canada, and Europe. 𝗧𝘆𝗽𝗲𝘀 𝗼𝗳 𝗟𝗼𝗮𝗻𝘀 & 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 include: - Preferred and Common Share Equity Investments - Convertible Debt - Lender-to-Lender Financing - Revenue-based Financing or Cash Flow Loans - Term Loans - Lines of Credit - Bridge Financing - Equipment Financing - Purchase Order Financing - Factoring - Business Acquisition Financing - Inventory Loans - Asset-based Loans - Mezzanine Financing… and more. 𝗦𝗘𝗡𝗗 𝗠𝗘 𝗔 𝗠𝗘𝗦𝗦𝗔𝗚𝗘 and let's get to work. 𝗦𝗼𝗺𝗲 𝗼𝗳 𝗺𝘆 𝗠𝗲𝗿𝗴𝗲𝗿𝘀 & 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗙𝘂𝗻𝗱𝗶𝗻𝗴 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲: – Obtained $1 Million in revenue-based funding for a California e-commerce furniture business from a Canadian royalty financing public company. – I sold a $1.3 Million online games business in Germany to a Hong Kong investor. – I raised capital from a Manchester (UK) investor for an OTC-listed U.S. public company. I was CEO & Controlling Shareholder of the public company, and later sold control to a British Virgin Islands investment fund owned by Hong Kong investors. - As a Domain Name Broker, I brokered the sale of a 3-Letter .com Premium Domain Name to a Domain Name Investor in Canada. – Looking for investments in Canada in retail, manufacturing, and traditional businesses for a $400 Million Hong Kong investment fund. – Raising $10 Million for a Canadian cleantech company – Raising $2 Million for a California invoice factoring company – Raising $1 Million for a Florida car dealership operator – Sourcing acquisition targets for a Toronto IT/MSP operator that is looking to buy other IT/MSP businesses for up to $3 Million in the U.S. and Canada. – Looking for reverse merger and acquisition targets for CSE, TSX-V, and OTC public companies. – I'm arranging a reverse merger between a Houston clean energy junior public company and a private target company. – Raising up to $300,000 in a Canadian government-funded BDC Loan for a Canadian retail business. – Raising $5 Million in pre-IPO Funding for a Hong Kong IT Services company. – As a Domain Name Broker, I researched and negotiated Premium Domain Name Acquisitions & Sales of over $670,000 for clients. – Performed Investor Research to identify Family Offices, Accredited Investors, Search Funds, and Investment Funds for clients. – Researched and identified family offices, private equity funds, and search funds that specialize in HVAC/Plumbing investments and acquisitions. To sell HVAC, Plumbing, Electrical, and Roofing companies to investors. – Raising $8 Million in Acquisition Financing for a Wyoming Investor Group to buy a Colorado construction company... and more. If you need Investors in Canada, Loans in Canada, Investors in U.S., Loans in U.S., Investors in Europe, Loans in Europe, Mergers and Acquisitions Research, Investor Research, or Lender Research - send me a message today.

Current and recent contract work includes: Naturalizing and adapting AI text : - adapted a wide variety of AI-generated English texts to Canadian English idiom and usage, correcting grammar and punctuation in the same process Proofreading: - all published short stories, essays, poetry, and bios for a renowned UK publisher - video captions and graphics in Rev and Frame and workbooks and other course materials in Google Docs for a preeminent international educational institute Editing and Proofreading: - research papers for a postdoctoral fellow at a Canadian university - blogs and newsletters for a wealth management company in California About me: - native English speaker, regularly working with American, British, and Canadian usage - graduate of General Proofreading: Theory and Practice from Proofread Anywhere (96% score) - familiar with all major style guides, especially CMOS and MLA - member of International Association of Writers and Editors (IAPWE) - broadly experienced in financial markets, hospitality, and retail