FINANCIAL CLARITY SOLUTIONS

As a Wharton MBA with 10 years of Wall Street experience in corporate finance, I was especially interested in working with financially troubled companies that were grappling with how to manage their suddenly more severely limited resources... With such clients, investment bankers are somewhat limited to working only with the right-hand side of the balance sheet (the capital structure). I viewed their financial straits more holistically, seeing the need to diagnose the left-hand side, where the assets were (or were not) generating enough cash to service the liabilities. To be able to manage the whole picture, I turned my focus to working with small businesses.