EXPERIENCE THAT SUPPORTS CONFIDENT DECISIONS
Since 1996, Benchmark Solutions has advised business owners, investors, and business professionals on complex financial matters across a range of industries.
Our senior financial advisors each hold graduate and post graduate degrees/credentials in their field of expertise and bring more than 25 + years of executive-level experience each, combining technical financial expertise with practical business leadership.
We believe effective financial advisory services require more than applying formulas or producing reports. They require an understanding of the business, the industry, the market environment, and the decisions our clients are working to make.
That perspective is central to every engagement we undertake.
Paul B. Finch, MBA
Executive Director & Senior valuation analyst/Advisor
Paul is a founding Executive Director of Benchmark Solutions, Inc. and a Senior Valuation Analyst/Advisor at the firm. Professionally, Paul is an industry leader in Business and Financial Valuation specializing in business and commercial real estate analysis and valuation, capital structure optimization, the acquisition of financing, and the financial aspects of mergers and acquisitions for business owners, investors, and other business professionals.
Paul has significant graduate and post graduate education, training and experience in financial/business valuation & analysis, specifically, the analysis and determination of the economic value of businesses, business assets, commercial real estate and associated capital investments. Additionally, Paul is a recognized subject matter expert in business valuation, capital structure optimization, the acquisition of financing, and other factors effecting financial/business value. Paul has published many articles pertaining to these topics, some of which can be found on LinkedIn as well as the Benchmark Solutions Inc. website.
Prior to co-founding Benchmark Solutions, Paul was a Chief Financial Officer in the healthcare and biotechnology space, specializing in corporate mergers and acquisitions. Today, Paul provides services within the fields of beverage alcohol, agriculture, hospitality, healthcare, and technology that focus on financial/business valuation as well as the financial aspects of merger and acquisition activities within these areas. Paul has successfully managed numerous transactions in these industries, including several that are notably high-profile.
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
NATIONAL ASSOCIATION OF CERTIFIED VALUATION ANALYSTS Business Valuation Certification Training
CORPORATE FINANCE INSTITUTE (CFI) Financial Modeling & Valuation Analyst (FMVA) Certification Program
ACTIVITIES & AFFILIATIONS
• Institute of Management Accountants, Member in Good Standing
• Corporate Finance Institute (CFI), Member in Good Standing
• Heritage Bank of Commerce, Advisory Board Chairman (2012-2016)
Susan Winters Finch, MS, MBA
Executive Director and CHIEF Economist
For more than 25 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