Business Coaching/Consulting
Spending 27 years of a 43-year career as community bank CEO. I have extensive business experience, not only in running two community banks but also in working with thousands of small business customers along the way. I was either the ultimate decision maker or provided the final recommendations to my bank board of directors on issues of Lending, Credit Administration, Compliance, Audit, Internal Control, Human Resources, Marketing & Public Relations, Information Systems & Technology, Business Development, Investments, Real Estate/Facility Construction and Acquisition, Litigation, Insurance, and Security. I have the business experience and corporate background to help you make better decisions for your business or non-profit organization.
Strategic Planning
All too often I have seen small and medium sized business owners get so caught up in the weeds of daily business activities that they don’t take the time to focus on where they are headed or how they are going to get there. Where do you see yourself and your organization in three years? Five years? Ten years? What resources will be needed to get you there and what resources will be needed when you arrive? I can help frame your planning so you can accomplish what you have set out to conquer.
Corporate Financial Management
An organization’s working capital and cash reserves are often overlooked as a corporate resource. With my past banking experience, I can help you work with your bank (or help you find a better bank) to maximize your cash flow while putting every dollar for work for you by either generating interest income or reducing interest expenses.
Assistance in Selecting a Bank/Business Lender
How did you select your bank or credit union? Did you research all competitors to make sure you got the best possible deal? Most businesses choose their financial institutions for all the wrong reasons. I know how to get the best deal for you and your business that meets your specific needs and objectives.