This is how we help businesses and investors
Increase confidence and focus
Make better decisions and get better results from investing efforts. Learn to perform fundamental business analysis and technical chart analysis like the pro's.
Interactive Coaching style
I offer structured classes or interactive coaching for any experience level. I don't teach canned techniques. I teach fundamentals learned in business school and strategies that have worked for several successful investors in different styles of investing. I teach what can be understood & implemented and then hold your hand through the process. I don't just teach investing, I help you find your natural advantages (core competencies) over other investors.
For Business Owners - valuations and performance monitoring/improvement
Need help with valuing your business for sale, acquisition, divesting a division, loan collateral, or any other reason? I can value your business intrinsically (fundamentally) as well as relatively (market based) along with a thorough swot analysis and negotiation assistance.
I can also help monitor and improve performance ratios over time which will increase the value of the business.
Popular finance packages
Strictly Financial
Grow your wealth
Debt elimination
Building inheritance/legacy
add more stress free vacations to your life
Business
Cash management
Project analysis
Risk/Return trade-offs
Valuations
Performance monitoring and improvement
Custom packages
Take the lead and Design your own investment strategy with me.
Increased Skills & Confidence
Our purpose
Superior risk management and optimizing returns is our purpose for both investors and business owners. Risk is always minimized, not diversified and forgotten. Focused-Investing is the culmination of many years of studying the most successful businesses and investors in history in order to identify common success factors that can be easily mastered by everyday people with a little effort. We demystify business and stock investing so anyone can understand it.