20 Years on the Other Side of the Desk. Now Working for You.
Financial strategy for privately held businesses.
Crestwood North Advisory provides experienced financial guidance to privately held businesses that need more than bookkeeping and tax preparation, but don't need a full-time CFO.
I help business owners understand what their numbers are telling them, evaluate important decisions, plan for what's ahead, and navigate the financial opportunities and challenges that come with running and growing a business.
Financial Insight. Better Decisions.
Financial statements tell you what happened. The real value comes from understanding why it happened, what it means, and what you should do next.
Capital Advisory
Determine the right capital for your business—not simply the financing that's easiest to find.
• Financing strategy and capital planning
• Traditional bank financing
• Private credit and non-bank lending
• Equity capital and investor considerations
Financial Advisory
Understand your business beyond the financial statements.
• Cash flow analysis and forecasting
• Budgeting and financial planning
• Management reporting and KPIs
• Working capital analysis
• Profitability and margin analysis
• Financial modeling and scenario analysis
Strategic Finance
Make major business decisions with a clear understanding of the financial implications.
• Expansion and growth planning
• Acquisition analysis
• Capital expenditure decisions
• Real estate and equipment purchases
• Debt and capital structure
• Scenario modeling and decision support
Experience From the Other Side of the Desk
Who I Work With
Before founding Crestwood North Advisory, I spent nearly two decades in commercial banking, working directly with privately held businesses and evaluating companies from a lender's perspective.
That experience meant digging into cash flow, understanding operating performance, evaluating management and risk, structuring financing, and determining whether businesses could support the capital they were seeking.
It also provided firsthand experience with how capital decisions affect a company's financial position, flexibility, and ability to grow.
Today, I bring that perspective to the other side of the table.
My role isn't to replace your CPA, bookkeeper, or existing financial team. It's to help turn the information they produce into better business decisions—and provide an experienced financial perspective when the stakes are higher.
Established Businesses
Companies with real operating history, meaningful financial decisions, and growing complexity.
Business Owners
Owners who want to better understand their financial position and make decisions with greater confidence.
Companies at an Inflection Point
Businesses considering growth, acquisitions, major investments, refinancing, recapitalization, or outside capital.
Let’s Talk About Your Business
Whether you need a clearer view of your financial performance, help evaluating a major decision, or guidance on raising capital, the first step is a conversation.