How I can help you

I can help business owners with business planning, finance, leadership, and succession planning.

As a commercial loan officer, business appraiser, and executive coach, I love to help small business owners arrive at a business plan that can be successful, find the funds they need to thrive, use financial statements to effectively manage their companies performance, balance the needs of the business while still having time for other life goals, and create an exit strategy that puts money in their pocket and doesnt leave employees and investors guessing.

While I can help many types of businesses, I have extra expertise in brewpubs, real estate investors/developers, and healthcare companies (medical, dental, chiropractic, veterinary, acupuncture, etc.). You can read more about me at

Areas of Expertise

  • Accounting & Cash Flow
  • Business Plans / Startup Assistance
  • Buying or Selling a Business
  • Financing / Capital
  • Strategy & Planning

Industry Experience

  • Accommodation & Food Services
  • Construction
  • Finance & Insurance
  • Professional, Scientific, & Technical Services
  • Real Estate & Rental & Leasing

Amaya Urzaa

Communication Methods

  • Email
  • In Person
  • Phone
  • Video