Strategic financial leadership designed to strengthen your company’s financial foundation and scalability.

• Financial planning & analysis (FP&A) 
• Cash flow forecasting and working capital optimization 
• Budgeting and scenario modeling 
• Profitability and margin improvement 
• Investor and lender relations 
• Financial systems, controls, and reporting infrastructure
   

Operational leadership that builds structure, accountability, and efficiency across your business.

• Operational process improvement 
• KPI development and performance management 
• Team structure and organizational design 
• Supply chain and logistics optimization 
• Vendor and cost management 
• Execution of strategic growth initiatives
   

Guidance through critical inflection points where experience matters most.

• M&A integration and due diligence support
• Raising capital and bank financing 
• Business restructuring or turnaround planning 
• Strategic planning and scaling roadmaps 
• Exit preparation and value maximization
• Target acquisition due diligence and process management

Ensuring and managing your governance process.

• Significant board experience
• Board preparation and development
• Management or attendance at board meetings
   

We combine financial discipline with operational execution. Every engagement begins with a deep dive into your business — understanding your challenges, uncovering inefficiencies, and identifying the drivers that truly move performance. Then, we roll up our sleeves to design and implement systems that bring clarity, control, and momentum.  I bring over 30 years of combined experience across finance, operations, and strategy, having led and scaled companies in industries ranging from manufacturing and distribution to professional services and technology.

• Local Expertise: Deep roots in San Diego and the Southern California business community 
• Hands-On Execution: I don’t just plan — I implement and execute 
• Scalable Engagements: Flexible structures to fit your company’s needs and growth stage 
• Proven Impact: Real improvements in profitability, efficiency, and organizational performance
   

MCBx2 helps business owners gain financial visibility, operational control, and strategic direction — unlocking the next stage of growth with confidence.