I left a large Wall Street firm and began my consulting career in 1986 by writing business plans for Atlas Worthington, an international funding company. The directors were all very wealthy and when an adventure into World War II Japanese gold got out of hand, they put the firm into bankruptcy. They found a discombobulated bankruptcy lawyer and when the gold dust settled, he became my first client. As I wrote the plans and disclosure statements for bankrupt businesses coming through the process, I found I needed a quick and reliable way to test whether the firms should liquidate or reorganize. This was the birth of The ProForma. From there, as spreadsheet software became more advanced, the larger the clients I was able to engage. I have used The ProForma in businesses ranging from small to large, from phosphate mines to housing subdivisions, from airlines to internet companies, from Sri Lanka through Beijing and across the USA. I needed something that I could use quickly to consistently evaluate potential profits and from which I could generate numbers for investor review.I also needed to have a source to derive accurate and varied numbers to complete the financials in each business plan.
I have a Masters in Real Estate and Construction Management from the University of Denver and undergraduate degrees in Marketing and Accounting.