Providing CFO Services and Business Transition Services in the Lehigh Valley, Bucks and Montgomery Counties
Ottsville, PA CFO
28 Years of Experience
San Diego Sate University
Penn State University
Certificates & Licenses:
BS - Accounting
MBA - Finance & Entrepreneurship
Central Bucks & Lehigh Valley Chambers of Commerce, ABC, Vistage International, AM&AA
Contact Mitchell Sherman and receive a free Discovery Analysis™
- A confidential meeting with the business owner(s), then interview company staff.
- Look at the company’s financial information and computer systems.
- Benchmark financial information against industry averages.
- Create a confidential report of our findings in The Strategy Gameplan™
Mitchell Sherman has been helping businesses to grow and achieve success for 27 years. His diverse background spans industries that include automotive & factory automation equipment manufacturing, international distribution, information technology solutions, retail, construction and medical practices & facilities management. He has worked with many privately owned family businesses as well as a multinational Fortune 100 company and is sensitive to the specific needs of his clients.
Mitchell’s assignments have focused on helping companies with cash flow challenges, process improvements, building IT and HR infrastructures to support future growth, identifying new business opportunities and implementing exit strategies for non-performing assets or the retirement and succession goals of business owners.
Mitchell has an extensive background in developing and implementing financial controls as part of a (bottom-up) financial, operational and strategic approach to business management. Through timely preparation and analysis of financial, operational, and cash flow data, he has helped create managerial “dashboards” so that senior and middle managers have the right data, in real time, to identify and improve their results and fix problems before they become a costly crisis.
Mitchell graduated from San Diego State University with a BS in accounting and earned his MBA in finance and entrepreneurship from Penn State. He began his career in public accounting before moving into the private sector where he climbed the corporate ranks to Controller and CFO for small to mid-market businesses with revenues ranging from $5 million to $100 million dollars.
Mitchell lives and works in Upper Bucks County, Pennsylvania. When he’s not working with clients, you can find him spending time with his wife and son enjoying hobbies that include skiing, biking, backpacking, scuba diving and motorcycling. Mitchell is an active member of the Alliance of Mergers & Acquisitions Advisors, the Central Bucks and Lehigh Valley Chambers of Commerce, the Lehigh Valley Chapter of Associated Builders and Contractors and a Vistage International Trusted Advisor.