Our team has spent decades in senior finance and operational leadership. We have sat through transactions, financing reviews, and due diligence from the side of the table owners eventually face. That perspective is what the Assessment is built on, and it is what lets us give advice that is practical, direct, and grounded in real-world experience.
Jeff founded Re-Zen after more than seventeen years in strategic finance and operations. He spent eight years at Visa, finishing as Senior Director of Global Commercial Operations, with senior finance leadership roles at Paysafe and Network Merchants.
His work has spanned financial planning and analysis, long-range and scenario planning, cash runway management, and board and investor reporting across venture-backed, private-equity-backed, and public technology companies. He has sat on the side of the table that opens the books and uses what it finds. He would rather an owner see it first.
Jeff holds an MBA, along with degrees in finance and economics and in accounting.
We help owners understand them more clearly, so they can build, grow, finance, or exit from a position of strength. The Assessment runs on one standard, whoever delivers it: judge the business the way an institutional buyer or lender will, before they do.
A short call is the place to start. We will talk through where you stand and whether the Assessment is the right next step.
Book a Call