Reasons to Believe
Reasons to Believe
We specialize in
20+
Years
As a Certified
Financial Planner®
2.25x
TTM revenue
Paul’s own exit multiple vs.
1.5x industry average
60
Days
Typical time to identify 20–30% profit improvement pathway
30+
Diagnostic Sprints performed across
physical-economy businesses
KPMG
Former Director, Global Strategy Group
Full Credentials
- Director, Global Strategy Group, KPMG — transaction due diligence and post-merger integration
- Engagement Manager, Business Transformation, Wipro Consulting — established Cost & Productivity Optimization practice
- Director of Strategic Planning, Fortune 100 Insurance and Financial Services firm — accountable to CEO and Board for 6-year strategic plans
- Global Head of Sales Operations, SaaS MarTech company — launched Value Realization and Expansion Strategy units
- Owned a $225M eCommerce storefront at a Fortune 100 company
- First in the US to enable end-to-end purchase and funding of investment accounts on mobile
- Founded and sold his own financial services company at 2.25x TTM revenue
- MBA, Emory University — Finance, Strategy, Leadership
Ready to Find Out What Your Business Is Actually Worth?
Book a free 30-minute discovery call
We’ll ask you the right questions, listen carefully, and tell you honestly whether we can help — and how.
No sales pitch. No pressure. You speak directly with Paul.