How I can help you

I most recently managed my own financial consulting firm with a client base in IT education and tools, medical technology, and non-profit organizations.

I have an extensive background in accounting, finance, and mergers and acquisitions for various industries as well as working with the venture capital community.

My career started in public accounting for Ernst & Ernst, Whinney, Young. I was a member of the audit team and then worked in mergers and acquisitions.  My initial clients were in the banking, insurance, manufacturing and petroleum industries. My mergers and acquisitions work involved restructuring companies and either spinning them out or positioning them for sale.

Given my background, I can help you prepare a business plan with alternative strategies for growth and determine likely cash flow. I can also provide some resources regarding market analysis, competition, product development and overall profitability.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Intellectual Property
  • Non-Profit
  • Business Operations
  • Technology & IT Services

Industry Experience
  • Banking, Finance & Insurance
  • Technical & Scientific Services
  • Professional & Business Services
  • Nonprofit, Public and Professional Organizations


EMBA, University of Southern California


B.A., University of St. Thomas

Stephen Foltz

Communication Methods

  • In Person