Financial Wisdom. Strategic Solutions.

Why I Do

I’ve had the privilege of having a daughter and a son get married. At each wedding, we had a great time with family and friends as well as meeting many others from the in-laws’ families.

I've been blessed with a marriage that's lasted 40 years and going strong. But, getting back to business, let me explain further Why I Do what I do.

If you haven't seen Simon Sinek's Ted Talk or read his book "Start with Why". I highly recommend doing so. Sinek talks about how the most successful people and companies understand the core values and beliefs that drive them. He notes, "working hard for something we don't care about is called stress. Working hard for something we love is called passion."  And, he says, people hire you not because of what you do but because of why you do it.

I realized that I've spent most of my time talking about What I do and How and I do it, and rarely about Why I do what I do.

Over my career, I have always had a desire to see others succeed.  When I was a store manager at McDonald's, my greatest thrill was seeing assistant managers promoted. As a manager and supervisor at KPMG, I really enjoyed teaching the new hires and new supervisors about auditing and helping the owner with their business - not just performing an audit. Over the past ten years, I have had the joy of consulting with owners on how to improve their business and break free from being chained to the business. All in a desire to see others succeed at their passion.

As my practice grows and evolves, I am now focused on not just improving the business, but helping the owner transition from their business to their next steps in life. It's not just about running the business, but enjoying the fruits of the labor.

Yes, I can project cash flows, produce and interpret monthly financials, negotiate with banks, draft business plans, strengthen infrastructures, develop transition and exit plans, and on and on. That's the What. The Why?  Everything I do I do to see others succeed. Let’s have a conversation about how I can help make you and your business more successful.