Wild Ocean Aquaculture - shellfish and seaweed. Fractional CFO services, capital formation, financial and operating systems, and lender reporting. Engaged since August 2024.

Impact and community development real estate fund manager. Fund and project modeling, valuation support and advisory to the investment team and board. Engaged since January 2025.

Native community development financial institution. Ongoing fractional CFO services. Engaged since October 2024.

Maine’s quasi-governmental broadband authority. Senior Financial Advisor to the agency, covering budget development, federal program compliance and program allocation framework design. Engaged since July 2024, following prior service on MCA staff.

Trade association with affiliated 501(c)(6) and 501(c)(3) entities. Fractional CFO services covering budgeting, grant compliance structures and financial governance. Engaged since September 2024.

Community development financial institution. Interim CFO coverage, master financial model and ongoing strategic finance advisory. Engaged since August 2025.

FORMER CLIENTS

Marketing and advertising agency. Fractional CFO services supporting an employee ownership transition.  Engaged between January and August 2025.

Technology start-up. Financial projections and capital raise support. Engaged from July 2024 to March 2025.