"I help business owners achieve their goals through capital raising, financial control, and streamlined workflows."

Over the past 30 years, I’ve helped build many businesses worldwide, and three main challenges consistently arise: 1) inadequate capital, 2) poor financial control, and 3) inefficient workflows.

That is why I provide a boutique service for a select group of clients, focusing on these three vital services:

Capital Raising

Direct Investor

There are many ways to raise capital for a business or project, and, like most things, it’s “easy” when you know how. While money is often the focus, the relationship between investor and business owner is far more important. With access to nearly 30,000 investor contacts, and over 2,700 family offices, matching the right investors with the right business is a key part of my process.

Initial Public Offering (IPO)

There is a common myth that a business must be large and profitable to “go public” and sell shares on a stock exchange. This is not true. Any business can pursue an IPO as long as it meets specific criteria, which are unrelated to profits, sales, or number of employees. Additionally, many believe they lose control of their company after an IPO—another falsehood. While an IPO is often viewed as an “exit strategy,” it can also be a highly effective “growth strategy.” Any business, anywhere in the world, is eligible for an IPO on NASDAQ by following a precise formula.

Financial Control

Raising capital without a proven and effective financial control system is like jumping into a Formula One race car without training or knowing where the brakes are—it results in disaster for all involved. One key reason I successfully raise capital for businesses is that I implement strict yet simple financial controls, as outlined in my book Rich Habits. This is often the first area I address with business owners.

Streamlined Workflows

There are many ways to improve workflows, and often, simple, small changes can significantly boost profits, sales, and company morale. Workflows are enhanced by focusing on both processes and people. Streamlining workflows makes the business more attractive to investors, and once investment capital is injected, these efficiencies drive growth and profits for stakeholders.