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Confidential Business Assessment
Certified Business Plan (Comprehensive)
Executive Summary
Business Consulting, specializing in Start-Ups
Business Finance Document Preparation (SBA, Commercial Loans, Equity)


22 Years Experience as an entrepreneur. Started first restaurant at age 22. Directly led start-up and financing of more than 200 companies including seed capital, equity investments, SBA Loans and private capital. Written or supervised production of hundreds of business finance documents since 1995 including direct or indirect role in more than 700 business plans. Strategic management consultant to more than 285 clients in dozens of industries and sectors specializing in F & B.


Cum Laude - University of La Verne Bachelor of Arts, Business Admin.

Current/prior licenses/certifications relating to finance/investing:
Series 6 General Securities; FINRA 2969163 – 2002.
Series 63 Uniform Securities Agent; FINRA – CA Securities License 2969163 – 2010.
Series 82 Private Securities Representative; FINRA 2969163 – 2011.
Real Estate Sales Agent; CA License 01821953 – 2007. (NBA)
Accident and Health Insurance; CA 0D57516 – 2004.
Variable Securities; CA Insurance 0D57516.