Founder & Principal

Richard, the firm’s principal, has over 30 years of financial management experience working with technology and service companies in various verticals including software, mobile, media, advertising, telecommunications, life sciences, and professional services.

Richard has been a consulting CFO since 2009 and concentrates his practice on privately held small-to-medium businesses. His client focus is primarily SaaS-based technology companies. Though his clientele roster has also included life science organizations, professional service firms, media and mobile start-ups, and social service non-profits.

Richard helps his clients on either an advisory, project or long-term fractional basis. In addition to helping growing organizations scale operationally, Richard has worked with numerous entrepreneurs on growth management issues/strategies, corporate restructuring, both equity & debt fund raising efforts, acquisition analyses, and exits.

Prior to consulting, Richard served in senior roles for various technology companies, including Director of Finance for Medio Systems, a mobile search and advertising company, and as Vice- President of Finance for 2WAY Corporation, a software company specializing in survey software for the corporate market.

Richard holds an MBA with an Operations concentration from Seattle University, and both a BS in Accounting/Finance and a BA in Economics from the University of Colorado, Boulder.  Additionally, Richard has passed both the CPA and CMA exams.