What I Do Best |
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Expert in corporate, non-profit and program evaluation who pursues a holistic and practical approach to uncover obstacles to success, to create paths to growth and to create a sustainable plan. Diplomatic negotiator and collaborative leader who values integrity, transparency and can easily form and foster relationships. Reviewed 600 business plans for investment, evaluated 100 in-depth, 35 financings, and invested in 20 organizations.
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What Clients Say
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"Loree's experience and skills played a critical role... The resulting transaction created a significant growth opportunity that was able to nearly double in size within one year of closing."
"I would not hesitate to recommend Loree for any project that requires detailed analysis, a trustworthy ethic and insightful perspective." "Loree is a very talented strategic thinker with strong financial and analytical skills. I enjoy her passion and practical operations approach to understanding critical business issues and working diligently to assist in the growth of the companies she is involved with." "I sleep more soundly at night because Loree helped us turn our small business investment “challenge” into a manageable situation." "She has a keen eye for and expertise in analyzing systems, facility procedures and resources to increase efficiency and effectiveness, resulting in our ability to provide better service to our clients." "I would work again with Loree in a heartbeat and highly recommend her to others." |
My Philosophy
I am comfortable seeking solutions that are outside of the box. I thrive in difficult situations and uncertainty due to many years of experience, coupled with, emotional intelligence. Let me help you evaluate all of your choices through a financial and strategic lens so that you can gain clarity, become more profitable, and sleep better.