Hi, I'm Greg!
My passion in life is to help others achieve their goals and have a lot of fun doing it!
After graduating college my goal was to be the CEO of a bank; boy was I wrong!
Red tape and Politics are not for me. On a whim (after months of planning ), I moved halfway across the country, and took a job making pennies at a healthcare start-up.
Shortly after starting, I quickly realized they were a financial mess; we went to work streamlining their financials and operations. You see, they were victims of the trap many new business owners fall into... There was a passion for the service, but didn't have the time to even think about financial strategies. One change in the financial model and boom, I made my first year's salary. This was when I discovered my passion for small business, helping others realize their dreams and the power of having a financial partner at your side.
Over the next 10 years, we grew that little start-up to 12 Franchised locations, sold it for multiple 7 figures (I have some crazy war stories if you ever want to chat and compare battle scars!)
Most recently, I've been the CFO/COO of a multiple 8 figure creative agency; navigating business challenges, pandemics, establishing global offices, buying commercial real estate, starting and managing a non-profit.
Here is a highlight of lessons I've learned over the past 23+ years growing small businesses and helping business owners:
My Super Power is empowering others to achieve their dreams and goals,
The only real way to be a leader is to first be a servant,
Never stop learning,
Surround yourself with the right people who are experts at what they do,
Always be true to your Core Values,
Make sure your parachute is packed before you jump out of the airplane,
Life is too short to hate your job (yeah, even if you own the business),
Most fear comes from "not knowing",
Money is a tool - power comes from knowing how to use it properly,
And most importantly
Everyone Love Budgets...
Given the fact that 80% of businesses will not survive until year 10 and the #1 cause of failed businesses is due to poor financial decisions, I'm on a mission to help business owners understand how their operational decisions effect their long-term sustainability, but here's the thing.....
My team of financial experts and I only work with a limited number of clients at any given time; let have a discussion to see if we are the right fit.