President & Managing Partner

• Mar 2015 - Present

Sabre Financial Group provides Capital Advisory, M&A Advisory, Financial Planning & Analysis (FP&A), and other fractional/transactional CFO services to small and mid-market businesses throughout the US and Canada. Through an extensive network of financial partners and affiliates, Sabre provides transaction-based and recurring CFO services to companies that need temporary or auxiliary support to their own financial team or to companies that may have limited in-house financial… Show more Sabre Financial Group provides Capital Advisory, M&A Advisory, Financial Planning & Analysis (FP&A), and other fractional/transactional CFO services to small and mid-market businesses throughout the US and Canada. Through an extensive network of financial partners and affiliates, Sabre provides transaction-based and recurring CFO services to companies that need temporary or auxiliary support to their own financial team or to companies that may have limited in-house financial expertise. Transactional CFO Services: • Capital sourcing • Economic/investment modeling • M&A consulting – identification, vetting, and related due diligence of target companies • Business sale and exit strategy consulting – identification of buyers and related sale/exit support Fractional CFO Services: • Financial planning and analysis (FP&A) • Cash forecasting/management • Profitability analysis • Budgeting • Business plans • Compensation structures • Expansion/growth planning and modeling • Bid/proposal documents • Development of treasury/banking relationships Sabre Financial Group is not a CPA firm and does not provide tax, audit, or traditional accounting services. Show less Sabre Financial Group provides Capital Advisory, M&A Advisory, Financial Planning & Analysis (FP&A), and other fractional/transactional CFO services to small and mid-market businesses throughout the US and Canada. Through an extensive network of financial partners and affiliates, Sabre provides transaction-based and recurring CFO services to companies that need temporary or auxiliary support to their own financial team or to companies that may have limited in-house financial… Show more Sabre Financial Group provides Capital Advisory, M&A Advisory, Financial Planning & Analysis (FP&A), and other fractional/transactional CFO services to small and mid-market businesses throughout the US and Canada. Through an extensive network of financial partners and affiliates, Sabre provides transaction-based and recurring CFO services to companies that need temporary or auxiliary support to their own financial team or to companies that may have limited in-house financial expertise. Transactional CFO Services: • Capital sourcing • Economic/investment modeling • M&A consulting – identification, vetting, and related due diligence of target companies • Business sale and exit strategy consulting – identification of buyers and related sale/exit support Fractional CFO Services: • Financial planning and analysis (FP&A) • Cash forecasting/management • Profitability analysis • Budgeting • Business plans • Compensation structures • Expansion/growth planning and modeling • Bid/proposal documents • Development of treasury/banking relationships Sabre Financial Group is not a CPA firm and does not provide tax, audit, or traditional accounting services. Show less

Advisory Board Member

• May 2016 - Present

Ticker Communications, Inc. is a leading client-specific content provider that engineers and distributes scrolling LED signage to arenas, homes, restaurants, brokerage offices and other facilities throughout North America. Ticker Communications, Inc. is a leading client-specific content provider that engineers and distributes scrolling LED signage to arenas, homes, restaurants, brokerage offices and other facilities throughout North America.

Advisory Board Member

• Aug 2021 - Present

Advisory Board Member

• Jan 2022 - Present

Advisory Board Member

• Jun 2021 - Present

Member

• Oct 2019 - Present

As a Vistage member, I am committed to elevating my company and my community. Vistage is the world’s largest CEO peer advisory and executive coaching organization and has been helping business leaders make better decisions that get better results since 1957. As a Vistage member, I am committed to elevating my company and my community. Vistage is the world’s largest CEO peer advisory and executive coaching organization and has been helping business leaders make better decisions that get better results since 1957.

Advisory Board Member

• Feb 2018 - Present

Los Gatos Ballet offers exceptional ballet training for children and adults in greater San Jose, CA, and was recognized in 2018 by Metro Silicon Valley magazine as Silicon Valley’s premier dance training academy. Los Gatos Ballet offers exceptional ballet training for children and adults in greater San Jose, CA, and was recognized in 2018 by Metro Silicon Valley magazine as Silicon Valley’s premier dance training academy.

Advisory Board Member

• Mar 2018 - Present

Swim Chicago Southland is the premier provider of aquatics programming, training, and instruction in the greater Chicago area. The company also provides pool management and maintenance services for a host of city-owned and privately-owned facilities in and around Chicago. Swim Chicago Southland is the premier provider of aquatics programming, training, and instruction in the greater Chicago area. The company also provides pool management and maintenance services for a host of city-owned and privately-owned facilities in and around Chicago.

Member

• Dec 2019 - Dec 2022

Advisory Board Member / CFO

• Apr 2019 - Sep 2021

Due Diligence Advisor to the Optimal Outcome Fund

• Sep 2018 - Jan 2021

Due diligence advisor and external consultant for a New York-based private liquidity fund. Due diligence advisor and external consultant for a New York-based private liquidity fund.

Advisory Board Member / CFO

• Nov 2017 - Nov 2020

Trilogy is a high-end personal training, strength, sports performance, and wellbeing facility in Los Gatos, California. Trilogy is a high-end personal training, strength, sports performance, and wellbeing facility in Los Gatos, California.

Advisory Board Member / CFO

• Dec 2017 - May 2019

Body Evolution Fitness Center, located outside of Houston in Pearland, TX, has 15,000 square feet of free weights, cardio machines, and quick weight loss circuits. The facility has been nominated as one of the “Best Values in Pearland” and features personal training, kick boxing, cycling, nutrition programming, Zumba, Pilates Yoga, outdoor boot-camps and more. Body Evolution Fitness Center, located outside of Houston in Pearland, TX, has 15,000 square feet of free weights, cardio machines, and quick weight loss circuits. The facility has been nominated as one of the “Best Values in Pearland” and features personal training, kick boxing, cycling, nutrition programming, Zumba, Pilates Yoga, outdoor boot-camps and more.

Business Controller, North & South America, O&G Services

• May 2004 - Mar 2015

-- Financial and strategic business advisor for North & South America marine seismic division -- Led multinational financial staff in Houston and Rio de Janeiro -- P&L and cash forecasting -- Economic modeling to decide among investment alternatives -- Bid review and business plan analysis -- Project variance analysis -- Budgeting -- Valuation/pricing of tax risk -- Evaluation of currency exposure -- Credit reviews -- Working capital management -- Internal… Show more -- Financial and strategic business advisor for North & South America marine seismic division -- Led multinational financial staff in Houston and Rio de Janeiro -- P&L and cash forecasting -- Economic modeling to decide among investment alternatives -- Bid review and business plan analysis -- Project variance analysis -- Budgeting -- Valuation/pricing of tax risk -- Evaluation of currency exposure -- Credit reviews -- Working capital management -- Internal control -- Financial reporting Show less -- Financial and strategic business advisor for North & South America marine seismic division -- Led multinational financial staff in Houston and Rio de Janeiro -- P&L and cash forecasting -- Economic modeling to decide among investment alternatives -- Bid review and business plan analysis -- Project variance analysis -- Budgeting -- Valuation/pricing of tax risk -- Evaluation of currency exposure -- Credit reviews -- Working capital management -- Internal… Show more -- Financial and strategic business advisor for North & South America marine seismic division -- Led multinational financial staff in Houston and Rio de Janeiro -- P&L and cash forecasting -- Economic modeling to decide among investment alternatives -- Bid review and business plan analysis -- Project variance analysis -- Budgeting -- Valuation/pricing of tax risk -- Evaluation of currency exposure -- Credit reviews -- Working capital management -- Internal control -- Financial reporting Show less

Senior Financial Analyst, Power Generation

• May 1999 - May 2004

-- Senior financial analyst in power generation division -- Analysis and financial reporting for portfolio of consolidated and JV power plant assets -- Tax accounting of US and international tax issues -- Technical accounting research as member of Accounting Research Committee -- Supervisor – direction and training of tax accounting staff -- Senior financial analyst in power generation division -- Analysis and financial reporting for portfolio of consolidated and JV power plant assets -- Tax accounting of US and international tax issues -- Technical accounting research as member of Accounting Research Committee -- Supervisor – direction and training of tax accounting staff

Senior International Tax Consultant

• Sep 1996 - May 1999

-- International tax consultant, serving clients in the energy and high-tech industries -- Economic modeling – business modeling and sensitivity analysis -- Technical research – development of tax planning and restructuring memos -- Supervisor – direction and training of junior staff -- International tax consultant, serving clients in the energy and high-tech industries -- Economic modeling – business modeling and sensitivity analysis -- Technical research – development of tax planning and restructuring memos -- Supervisor – direction and training of junior staff