Joan Stoneking

Background

About Joan Stoneking

I’m a Business Optimizer with deep expertise in all aspects of accounting, finance, and administration. I help small & medium size business owners develop their financial knowledge, bringing disciplined financial management into their business in accessible, manageable ways. I enable clarity and insight about the financial condition of your business so you understand your numbers, results, and what’s possible now and in the future. As a result of working with me, you’ll have a clear strategy, an actionable roadmap, and well-designed processes, systems, and controls so you know the health of your business at any given time. Additionally, I help private equity investors by adding real-world work experience to buy/sell processes. I add insight to your acquisition due diligence because I know what to look for to make sure you’re aware of potential challenges once you take over. I strengthen the sale process for your portfolio company by helping them get ready to sell and working alongside them through the process. The time I spent working for portfolio companies means I know what it’s like to be in a process and run the business at the same time. Over my career, I’ve helped grow, buy, and sell companies while working with investors, lenders, and employees at all levels of the places I’ve been. My favorite kind of people are passionate about what they do and the value that they bring to those they serve. My favorite question is “Why?” and I am relentless in seeking answers.