Financial Clarity for Business Owners

35 years of making finance make sense

I've spent my career helping business owners understand their numbers, structure their financing, and make confident decisions about growth, cash flow, and the future of their companies. This site is where I share what I've learned.

35+ Years in Finance
MBA University of Chicago
UBS International Banking
$5M–$75M Client Revenue Range
Mar
6

Capital Stack Strategy: Structuring Your Next Acquisition

Panel moderator at ACQUICON 2026 — Gail Miller Center, Salt Lake City • Friday 9:15 AM

Read the Capital Stack guide →

Financial Guides

Practical knowledge for business owners navigating acquisition financing

About Bob

I'm a CFO and financial advisor who has spent over 35 years helping businesses and their owners manage the financial side of their companies. My career started in international banking with UBS, managing Fortune 500 lending relationships from Chicago and New York. I've since worked as a full-time CFO—growing one company from $7 million to $67 million in revenue—and as a fractional CFO advising businesses across a range of industries.

I was born and raised in South America and am fluent in English and Spanish. I hold an MBA in Finance from the University of Chicago and a BS in Finance from Brigham Young University.

Today I'm a Partner at Redstone Business Consulting Group, where I advise entrepreneurs on cash flow, growth, financing, and exit planning. My sweet spot is working with businesses in the $5M to $75M revenue range.

I built this site because I believe the best way to help business owners is to share useful knowledge freely. If it's helpful, I've done my job. If you'd like to talk, I'm easy to reach.

Career Arc

  • International Banking — UBS Fortune 500 lending in Chicago & New York, built from analyst to Director
  • CFO — QRI Group, Houston Oil & gas reservoir management. Grew revenue from $7M to $67M.
  • Fractional CFO & Advisor Advising businesses across multiple industries on growth, cash flow, and strategy
  • Partner — Redstone Business Consulting Group Current: helping owners get cash, grow, finance, and plan exits

Education

MBA in Finance — University of Chicago
BS in Finance — Brigham Young University