How I can help you

By listening and working with you to find the best path to financial success with the gifts you have been given.  Through a broader evidence-based view Michael uses his background to provide quality advice through a structured planning process.  By having the experience of working through each phase of the business life cycle Michael can share knowledge in the following areas:

  • Taking an idea and making it into a business model.

  • Identifying obstacles during the start-up phase.

  • Overcoming challenges in the growth and expansion phase.

  • Converting a business to a lifetime of income or giving through a sale, succession, or a multitude of other options.

Memorable “feedback moment” – One day when I was working as an auditor I had my audit manager ask me a strange question.  This manager was somewhat gruff and unapproachable and he asked me if I came from a blue collar or white collar background.  I said I came from a blue collar background having worked as a mechanic, plumber, and in other trades.  Then he told me that he thought so!  He said “You always finish a job that you start.”  I was surprised that it actually sounded like a compliment coming from someone that has always been very critical. 

 

Roles and Professions I Currently Work in:

  • Business Succession and Exit Planning – Business Analysis, Planning, and Consulting, Atlanta, GA

 

Roles and Professions I Have Worked in:

  • Compensation and Benefits Program Implementation – Financial Services Firm, Atlanta, GA
  • Corporate Lending (Asset Based) – Financial Auditor Commercial Lending, Atlanta, GA
  • Tax and Accounting Services– Staff Accountant CPA Firm, Jacksonville, FL
  • Accounting and Inventory Control - Computer Retail Store, Tallahassee, FL
  • Automotive Mechanic – Volkswagen Dealer
  • Motorcycle Mechanic - Motorcycle Shop

 

 

 

 

 

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations

Industry Experience
  • Banking, Financial Services and Insurance
  • Real Estate, Rental Services and Leasing
  • Construction, Industrials and Utilities
  • Manufacturing & Mining
  • Consulting, Research and Business Services
  • Retail and Wholesale Trade

Education

Certified Public Accountant/CPA

Florida State University B.S. Degree in Accounting 

Miami Date Community College Associates Business and Finance


Communication Methods

  • In Person
  • Phone