0+
Years Leadership
CM&AA
M&A Certified
$0B+
Portfolio Managed
0%
Revenue Growth
Your business has reached a pivotal moment. Growth is accelerating, decisions are more complex, and the stakes have never been higher. You don't need a part-time number-cruncher—you need a strategic partner who's sat in your seat and knows what it takes to win.
Principal CFO provides executive-level financial leadership to businesses ready for their next chapter.
How We Partner With You
Three distinct service pathways, each designed to meet you exactly where you are and guide you toward where you want to be.
Measured by Results, Not Hours
“During my tenure as CEO, we transformed Jaywalker Lodge from a respected regional provider into a thriving multi-facility operation—growing revenue by 87% and net income by 223% while expanding from three to five licensed facilities.”
— Bill Anuszewski, Principal
0%
Revenue Growth
0%
Net Income Increase
3→5
Facilities Expanded
A Different Kind of CFO
I've spent four decades in the arena—as CFO, CEO, strategic advisor, and trusted partner to business owners navigating their most consequential decisions. I've managed billion-dollar portfolios and led $37M acquisitions at First Data.
I've guided treatment centers through regulatory complexity and family businesses through generational transitions. Today, I bring all of that experience to a select group of clients who value strategic depth over transactional services.
Why Principal CFO
While larger firms assign you to their network, Principal CFO offers something increasingly rare.
Direct Partnership
Work directly with Bill—not junior staff or associates.
CEO Experience
Unique perspective from actual executive operating experience.
Select Clients
Limited roster ensures deep attention to each engagement.
M&A Certified
CM&AA credential and finance lead on nearly 20 M&A transactions.