How I can help you

As a CFO of a New York Stock Exchange listed company, angel investor in early stage technology companies, board member of for-profit and nonprofit organizations, and author/publisher of an Amazon best selling book on business planning, I assist entrepreneurs in starting, financing and growing their business. My book is entitled "the Secrets to Writing a Successful Business Plan: A Pro Shares a Step-By-Step Guide to Creating a Plan That Gets Results."

As part of my work experience, I have quarterbacked a large IPO, conducted a "going private" transaction, and lived/worked four years in London. Currently, I serve on 3 early stage company board of directors.

Sample comments from my clients:

  • "This was my first meeting with SCORE and the meeting met my expectations fully. I made arrangements for future meetings and support during the delicate stage of company and business plan formation." Giuseppe T.
  • "Very insightful members! Non-judgmental so I'm comfortable putting all the details on the table." Greg M.
  • "Great, friendly advice from a volunteer who has tremendous experience and valuable insights. Honest assessment." Mike L.
  • "Hal was knowledgeable and candid. He offered information that was valuable and helped us find the correct path." Kevin S.

Areas of Expertise

  • Business Finance & Accounting
  • Business Strategy & Planning
  • Non-Profit
  • Business Operations

Industry Experience

  • Banking, Finance & Insurance
  • Technical & Scientific Services
  • Professional & Business Services
  • Nonprofit, Public and Professional Organizations


BS--Carnegie Mellon University

MBA--University of Chicago

Honors Diploma--University of Vienna, Austria

Hal Shelton

Communication Methods

  • Phone
  • Video