FOUNDATION
  • Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
HEALTH
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
GROWTH
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
VALUE
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple
MEET OUR SHERPA

Jeff Williams

  • Area President
  • Greater Toledo
  • Fort Wayne Metro

With over 20 years of owning and consulting businesses, Jeff has a diverse understanding of accounting, administration, finance, manufacturing, operations, and sales, in a variety of industries. He is a business visionary with an analytical mindset drawing on data to drive decision making and strategy, while delivering bottom line results.

Before FocusCFO

Jeff recently sold a food manufacturing business which he owned and operated. Prior to that, he began his career as a founding partner of a portfolio management firm, actively managing high net worth individuals’ investments. After a successful launch he was bought out and joined a consulting group. As a consultant, he specialized in business plans and venture capital funding. Jeff then joined the executive team of one of his clients and helped stabilize and grow the company.

    Other Interests

    • Favorite way to spend time:  With my wife and son
    • Favorite Vacation: St. Thomas
    • What is at the top of your ‘bucket list’? Pilot License – wife won’t allow it!
    • Favorite Activities:  Boating, scuba diving, snowboarding and cycling

What attracted you
to FocusCFO?

As a small business owner, the mission of helping entrepreneurs achieve their business and financial goals resonated with me. When you see the testimonials and speak with the team members it is clear that the mission is more than just a statement, it is actively happening daily. To be a part of that and experience a business “Climb The Mountain” is truly rewarding.

Curated insights by Jeff Williams

CONTACT

Get in touch with Jeff