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I start by addressing the ongoing financial management needs of your operation- including analyzing historical and current operating cost and evaluating your company's capital structure to ensure you are structured correctly for today's operation as well as for future plans.
You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
My goal is to tell you how much money your next project will make or save you. If your next project doesn’t make financial sense, I can propose a few ideas that will. By performing a Cost/benefit analysis on your upcoming projects, we can make sure your operation is set up for financial efficiency. In addition help bridge the farm to banker information gap by providing historical and up-to-date financial analysis of your operation and assembling a complete package of information that your bank needs in a format that they understand. I will also manage the loan request and approval process to make sure that it’s completed as quickly and as fairly as possible.
Since 2005, I've been helping business and individuals in the Ag sector with capital structures and capital project decision making. I worked across industries such as dairies, high-end wineries, grape growers, nut crops, citrus, and row crops. My focus was to create a structure that worked best for the company at that time, and to help plan for acquisition, expansion, development and growth. Having strong banking connections allows me to provide many reliable sources of financing.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
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