How I can help you

• Develop full-scale fundraising materials • Revamp legacy accounting systems • Oversee acquisition due diligence • No preset protocols, tailored solutions

People I am looking for

• Entrepreneurs, startups, and middle market firms • Enhance CFO/accounting functions • Capital raising and acquisitions • Need for governance guidance or mentorship

Experience & Cases

• 5 years in public accounting • Managed asset-based lending • Founded TriPoint Partners • Led successful buy and build initiatives • Strategic alliances and high ROI investments

How to contact