Professional Highlights:

• Transaction CFO for founder-led businesses with $5M to $50M EBITDA: exit preparation, financial and operational improvements, narrative development, purchase agreement negotiation, and post close transition

• Embedded strategic partner to a $900M founder-led distributor, leading M&A strategy, pipeline development, and buy-side diligence for platform expansion

• Integrated 12 tuck-in acquisitions and led deal execution from target evaluation to close at a $2B PE-backed platform

• Led 20+ buy-side and sell-side Quality of Earnings (QofE) engagements across manufacturing, distribution, healthcare, retail, and software

• Built FP&A infrastructure for board and lender reporting, budgeting, and forecasting, with GAAP compliant and buyer-ready financials

• Fluent in Mandarin (提供中文服务): advising Chinese American founders and cross-border buyers on U.S. middle market deals

• CPA | USC Marshall MBA | Big 4 audit (EY)

After completing 30+ M&A transactions across advisory and PE-backed platforms, I kept seeing the same pattern: deals got delayed or lost value because companies weren’t buyer ready - clean financials, defensible story, and scalable infrastructure. They needed operator-turned-advisors who could both think strategically and deliver on the messy reality.

That's why I built Era Advisory. I help founders prepare for exit and bring financial discipline to PE-backed companies scaling through M&A. From exit planning through post close integration, I build the infrastructure that creates value during transitions. The difference: I've closed deals, integrated teams, and owned the outcomes.