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David Wagstaff

A few things to know about me:

I'm passionate about helping business owners succeed.

My role with most clients:

Advisor | Mentor | Consultant

The best person for me to work with or assist is:

A business owner who has their business up and running and sees the potential in it but needs a little support with business decision making or financial decision making.

The sorts of challenges they might be facing are:

Rapid growth Cash flow challenges Lack of confidence in financial decision making Lack of confidence in business decision making


Entrepreneur who has started three businesses, was part of the leadership at company that raised $15 million in private equity. Virtual CFO. Have helped dozens of small business owners achieve their goals and dreams.

I work with business owners who know their business but want some help with financial decision making or general business decision making.

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