At Boardroom Advisory LLC, I run buy-side financial diligence and business diagnostics for acquirers and owner-operators. I designed a pre-diligence offering for sub-$10M acquisitions and built a Claude-based skill library for diligence, forensic screening, and client reporting.
At Ernst & Young Parthenon (EY), I ran financial due diligence on 15 transactions and built valuation models for businesses valued up to $2.7B. I’ve also built KPI and FP&A infrastructure, clinic integration playbooks, and cash flow and debt serviceability models for a chiropractic services roll-up.

