Daniel is a Certified Public Accountant, licensed investment advisor, and licensed insurance agent. He has 29 years of executive consulting experience including Mergers and Acquisitionโs Specialist, Contracted Chief Financial Officer, Employee Benefits and Retirement Plan Management, Private Equity, Debt and Equity Financing, Asset Management, and Insurance Consulting.
The first thing I recommend is to create a budget to determine whether your cash flow problems are the result of overspending in other areas.