Your business is your passion. It’s your reason why. It gives you purpose. You’re sharing both your gifts and your vision with the world.
And beyond what product or service you offer, having an in-depth knowledge of your business finances, combined with a devotion to managing them actively, are critical for your sustainability, your growth, and for ultimately achieving the company of your dreams, fueled by the right financing.
Financing Man empowers owners to reach their business financial goals through education, advocacy, resources, and results-driven services. Whether you’re seeking financing for your business or wanting to expand your knowledge of the management of your finances, Financing Man offers services and support to get you where you want to go…and beyond.
How FinancingMan to can serve you
FinancingMan can work with you in principally three ways:
Getting the right financing at the right time™
Knowing precisely when and how to secure financing is key to supporting the growth and the long-term value of your business. You can expect clear communication based on in-depth analysis and industry expertise about the methods, timings, and processes to maximize your opportunities for financing. You’ll always be positioned for the best possible outcome through our work together. Testimonials show I routinely exceed expectations for clients because of knowing when and how to seek and close the best possible deal with the best possible terms.
Growing your confidence, competence, and capabilities for better financial management
Through my Making the Numbers Work for You™ retreat, you’ll develop and implement a strong and effective toolkit to manage your business finances in a more efficient and informed manner. Complicated concepts will be demystified and whatever is holding you back will be overcome leading to greater financial mastery on your part.
Helping you with short or medium-term finance needs
You’ll get the help and clarity you need around those tasks and responsibilities typically handled by CFOs, such as budgeting, financial statement and accounting optimization, weekly calls covering cash flow and receivables, and monthly calls reviewing the prior month’s financial statements.
Financing Man Is Your Trusted, Experienced, Supportive Financing And Education Partner
Enlisting someone to help you reach greater financial heights means having absolute trust they’ll do what they promise. Financing Man’s rich results-based history of securing the best deals possible for clients is supported by the testimonials and case studies proving my process has worked for people just like you. Past clients attest through powerful success stories that regardless if they wanted to purchase real estate, purchase equipment, expand their business (e.g. job creation, more marketing), refinance debt, or have additional working capital, Financing Man is an established, trusted partner to get the deal done.
Besides degrees and credentials, my highest qualification is a well-honed experiential PhD in resourcefulness and resiliency. The result is solid relationships developed with lenders that strategically benefit my clients and have their interests at heart in addition to theirs. Having had the opportunity to “peek behind the curtain” and understand underwriting at a deep level means knowing what questions to ask, how to get the best deal for clients, and easily identifying criteria lenders require and desire.
- Bachelor of Science cum laude, Foreign Service, Georgetown University
- MBA, Finance, The Wharton School (University of Pennsylvania)
- MA, International Studies (Latin America and Portuguese Language), The Lauder Institute of the University of Pennsylvania
- Expert in Residence – Wharton Venture Lab
- Judge — Wharton Venture Lab Business Plan Competition
- Mastermind Expert — Babson WINners (Women Entrepreneurs) Program
What Makes Financing Man Different when seeking financing?
Financing Man stands out from others because of three defining characteristics of working work with clients: analysis, advocacy, and alignment.
Financing Man meets clients where they are in order to be a resource, supporter, and guide.
Resourcefulness isn’t just about helping you get money – I help you understand how to get the right amount, put the proper structure in place, and maximize your growth potential with the right partner, no matter how many we must work with to find the ideal one.
Supporting business owners means internalizing their struggles and concerns, as well as their opportunities and vision, for the future. As lending became harder to secure during the pandemic, many business owners have had to quickly pivot in order to stay viable. They need someone who understands their worries and is empathetic to their needs.
Most clients aren’t financially perfect. They are resolving past or current issues and need guidance on how to best overcome them to strengthen their financial health for the future. You’ll be guided on the most efficient and successful path to achieving your financial goals and overcoming deal-killers. With a collaborative and co-creative approach, I work to bring out the best of what you have on your own while contributing additional viewpoints based on my expertise.
Why I’m Passionate About The Numbers
From years of work spanning corporate America to my family business, I’ve gone through the struggles large and small businesses experience as they work to grow. It wasn’t until I went through a personal health journey that I found what really lights me up: empowering entrepreneurs to improve their finance mindset, motivation, and mechanics.
After being diagnosed with Celiac Disease in 2005, I had the opportunity to negotiate financing for companies producing gluten-free products. After discovering that financing and supply chain were the biggest obstacles to their growth, I realized that helping businesses achieve their financial goals wasn’t just about getting them money. It was about giving the customers who rely on their products and services the best possible experience. Because I was one of those customers, finance became deeply personal to me.
Later work taught me how intimidating the financing process can be to business owners when barriers such as language or education or background are involved. By putting my finance expertise and multilingual skills to work, I found passion in helping my clients in a deeply meaningful way, whether in English, Spanish, or Portuguese.
After spending years refining expertise, developing years establishing relationships with major companies, and negotiating all varieties of financing deals, I navigated the pandemic as a service provider just like so many others. In early 2021, it was clear the time was right to design a new business that would offer finance support, guidance and resources directly to entrepreneurs on a wider scale.
Hence the birth of Financing Man.
What’s The First Step?
Have a good idea about what you’re trying to achieve either with financing or finance. If you’re not entirely sure yet, contact me to explore options!
Obtain Financing: Start the journey towards securing growth financing by completing the Financing Possibilities Assessment . This details your current financials so we can have an informed consultation about eligibility, best fit products, and suitable timing.
Improve Your Business Finance Management: Explore the Making the Numbers Work For You™ Retreat. Fill out my Start Where You Are Finance Assessment . This gives us a snapshot of where you are and if you’re a good fit for participating in the retreat.
Work on Any Operational Finance Issues and Opportunities: Contact me to set up a call to see how my fractional CFO services can help.