When it comes to providing business financial services, there is no substitute for skill and experience. Our breath of experience and depth of knowledge enables us to give our clients exceptional work product and advise that will provide them with the competitive advantage needed to achieve their financial goals and objectives.

Professionally, Paul has focused his career on the various facets of corporate finance that revolve around the creation and measurement of equity value for his clients. Paul’s work includes both domestic and international merger and acquisition engagements as well as projects specifically designed for the purpose of increasing profitability, earnings quality, and growth prospects (while limiting risks and exposures) for his clients. Paul is a recognized subject matter expert in Financial Analysis, Financial Planning, Capital Acquisition, and Business Valuation and has published many articles pertaining to these topics, some of which can be found on this website.  

Prior to co-founding Benchmark Solutions, Paul was a Chief Financial Officer in the healthcare and biotechnology space, specializing in corporate acquisitions. Paul has held several similar executive positions within the fields of agriculture, healthcare and biotechnology. In more recent years, through Benchmark Solutions, Paul managed several high-profile transactions in the wine and healthcare industries.

EDUCATION

REGIS UNIVERSITY COLLEGE OF BUSINESS AND ECONOMICS
M.B.A., Accounting & Finance (with Graduate Honors)

SAN JOSE STATE UNIVERSITY COLLEGE OF SOCIAL SCIENCES
B.A., Economics

ACTIVITIES & AFFILIATIONS

• Institute of Management Accountants, Member in Good Standing
• NACVA, Business Valuation Certification Training
• Heritage Bank of Commerce, Advisory Board Chairman (2012-2016)

For more than 20 years, Susan has focused her career on the various facets of corporate finance that revolve around historical, current and predictive views of business operations for clients in order to assess potential returns on investment in Merger and Acquisition transactions as well as for Strategic Financial Planning.  As an economist, Susan has expertise in Financial Analysis, Financial and Economic Modeling, Financial Planning and Financial Decision Making.  Susan also has considerable experience in Econometrics for the purpose of understating forward-looking estimates of economic growth, demand, and inflation and their potential impact on earnings quality. 

Prior to co-founding Benchmark Solutions, Susan was a Vice-President of Marketing in the hospitality industry while also having held several similar executive positions within the industry.  In more recent years, through Benchmark Solutions, Susan has held key Senior Finance positions, both in-house and virtual, in the fields of healthcare and technology. 

EDUCATION

REGIS UNIVERSITY COLLEGE OF BUSINESS AND ECONOMICS
M.B.A., Accounting & Finance (with Graduate Honors)

UNIVERSITY OF CALIFORNIA SANTA CRUZ
M.S., Corporate Finance & Applied Economics

B.S., Economics (with Honors)

ACTIVITIES & AFFILIATIONS

• Institute of Management Accountants, Member in Good Standing
• NACVA, Business Valuation Certification Training