Leadership Experience
Over 100 years of combined experience in business formation, expansion, and strategic leadership across multiple industries
Core Expertise
Comprehensive business solutions backed by decades of proven results and industry leadership
IT Integration
40+ years of technology integration experience across multiple industries, implementing comprehensive systems for seamless business operations and digital transformation initiatives.
M&A Advisory
Proven expertise in M&A transactions including 6-group medical consolidation with $75M revenue, PE negotiations, and creating successful integration plans for post-closing operations.
Operational Improvements
Decades of experience in systematic operational enhancements, reducing expenses while maintaining team performance across healthcare, dental, and manufacturing sectors.
Denovo Buildouts
Extensive experience in complete facility development from 10 to 40 location expansions, managing every aspect from concept through operational excellence and back-office implementation.
Growth Plans
Strategic growth planning expertise that has grown valuations from $20M to $100M, with proven experience in market expansion and sustainable business scaling strategies.
Hygiene Program Implementation
Specialized experience in healthcare and dental practice programs, focusing on quality assurance, clinical development, and standard operating procedure implementation.
Payroll Processing
Comprehensive payroll management experience ensuring accurate processing, compliance management, and automated systems for businesses across multiple industries.
Benefits Plan Administration
Expert experience in employee benefits program management, maximizing value delivery while ensuring seamless administration and regulatory compliance.
Accounting & Financial Planning
Strategic financial planning experience with over $1B in managed portfolios, including patient financing receivables and comprehensive accounting services for sustainable growth.
Professional Recruiting
Specialized talent acquisition experience focusing on management recruitment and training, with expertise in identifying and securing top professionals across industries.
HR Consulting Services
Comprehensive human resources consulting experience optimizing workforce management, developing policies, and ensuring regulatory compliance across diverse business sectors.
Industry Experience
Proven track record across diverse industries with measurable results and transformational leadership
Medical
Medical Group Consolidation & Operations
Led consolidation of 6 medical groups with $75M in revenue, negotiated investment banker and PE LOIs, created post-closing 100-day integration plan used by PE firm.
Dental
Dental Coaching & Development
Dental coaching with groups valued from $100M to $200M, CEO coaching, operational coaching, acquisition structure and development for dental startups with clinical expansion expertise.
Manufacturing
Operational Excellence & Process Optimization
Comprehensive operational improvements focusing on efficiency enhancement, expense reduction without team impact, and strategic process optimization across manufacturing operations.
Leadership Journey
Four decades of progressive leadership development and strategic business expertise
Corporate Operations & Entrepreneurship Foundation
Established expertise in corporate operations and entrepreneurship, building foundational skills in business management and strategic development across multiple sectors.
Financial Services & Credit Processing Expansion
Developed expertise in retail finance, private label card marketing and management with over $1B national portfolio, and patient financing with $500M receivables. Grew Credit Processing Centers to over $60M in 12-month period.
Healthcare Industry Leadership & Coaching
Focused on dental coaching with groups valued from $100M to $200M, CEO coaching, operational coaching, and clinical development. Expertise in management recruitment and training.
Strategic Consulting, M&A & PE Leadership
Leading strategic consulting initiatives, M&A activities, PE consulting, acquisition structure and development. Grew valuations from $20M to $100M and expanded operations from 10 to 40 locations.
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