We offer a range of consulting services, all designed to help your company reach its potential. Whether you're looking for a small tweak or complete overhaul, we have you covered. Our services are available a la carte so you can get precisely what you need.
Bill is a master at balancing the hard and the soft skills in life and business. He is passionate about helping clients balance the practical "doing" tasks of building and leading great businesses, and the subtle "being" skills of better managing time, stress and relationships challenges.
Bill is one of those rare individuals as comfortable with the nuances of what it take to successfully run a business and live a fulfilling life. He is passionate about helping clients accelerate their growth beyond current limitations to enjoy far more success, meaning and happiness. Bill brings together an engineer’s logical mind, business savvy, great interpersonal skills and a holistic approach to all his work. He is a Dale Carnegie graduate and an NLP (Neuro Linguistic Programming) Master Practitioner.
He has an exceptional skill to assess an organization’s financials, operations, sales and business planning and the vision and future goals. Bill also facilitated business succession planning, including family owned businesses. He is a member of the American Society of Appraisers.
Bill earned an Aerospace Engineering BS from the University of Buffalo and worked on his Mechanical Engineering MS at Loyola Marymount University. He enjoys learning and has taken numerous real estate, financial, investment, business and communications classes over the years. Type your paragraph here.
Each company is unique. One-size-fits-all approaches will never help your business reach its full potential. We deliver custom solutions, tailored to you--your industry, your culture, your one-of-a-kind challenges.
Chrysalis Financial has a broad background and works with a variety of industries.
Chrysalis Financial is one of the most experienced and trusted advisory firms in the insurance industry for agents and brokers worldwide.
We have been working with owners and managers to improve their business model.
We offer a wide range of consulting services including business valuations, merger & acquisition consulting, sales management, and general business consulting.