About

Our Story

About AWB Associates

Bridging strategy and execution, simplifying complexity, and ensuring every investment leads to insight, efficiency, and impact.

AWB Associates is a California-based consulting and fractional leadership firm that helps organizations between $1 – $20M in annual sales achieve measurable results through financial intelligence, operational excellence, and intelligent automation.

Our approach blends the precision of a CFO, the strategy of a COO, and the innovation of an AI and process improvement specialist—empowering business leaders to make smarter decisions and drive sustainable growth.

With over three decades of experience advising organizations across industries—from cannabis, wineries and construction firms to restaurants, and professional services—AWB Associates understands that success depends on systems that scale. We help clients strengthen the foundation of their operations by aligning strategy, process, technology, and people. Whether implementing advanced bookkeeping systems, developing Power Platform applications, or building out complete program management offices, we deliver solutions that create clarity and measurable performance improvement.

At the heart of AWB Associates is a belief that small and mid-sized businesses deserve access to the same strategic tools and executive leadership as Fortune 500 firms. That’s why we integrate financial strategy, digital transformation, and process design into one seamless offering. Our clients don’t just receive advice—they gain working systems, dashboards, automations, and continuous improvement frameworks that enhance every aspect of their operations.

More than a consulting firm, AWB Associates is a growth partner. We stand beside our clients as they adapt to an evolving business landscape. Through collaboration, innovation, and integrity, we help build organizations that are not only more profitable, but more resilient, agile, and prepared for the future.

Mission Statement

At AWB Associates, our mission is to empower small and mid-sized businesses with financial leadership, operational excellence, and intelligent technology once reserved for large enterprises.

We combine fractional CFO and COO services, process improvement expertise, and AI-driven automation to help organizations operate with precision, make data-informed decisions, and achieve measurable, sustainable growth.

Vision Statement

Our vision is to redefine how modern businesses grow—by fusing financial intelligence, technology innovation, and human leadership into one seamless ecosystem.

AWB Associates envisions a future where every organization runs smarter, scales faster, and leads stronger through clarity, accountability, and continuous improvement.

Management Team

Leadership dedicated to your operational and financial success.

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Michael Iadanza III

Managing Partner

Michael Iadanza is the Managing Partner at AWB Associates, a fractional CFO/COO and bookkeeping firm serving companies with revenues between $2 million and $20 million. AWB Associates provides not only financial leadership but also proprietary business applications—custom-built tools that clients receive as part of their engagement—eliminating the need for additional software investments.

With more than 30 years of consulting experience, Mike has advised organizations across industries including wineries, construction, healthcare, cannabis, and professional services. He previously held senior leadership roles at Ernst & Young, where he became a Partner, and at McKinsey & Company, before founding AWB Associates two decades ago. His firm combines financial acumen with consulting expertise in process improvement, program and project management, technology transformation, and change management, and is rapidly emerging as a leader in AI strategy and implementation.

Michael holds dual master’s degrees—an MBA with a concentration in accounting and a master’s in computer science.

Beyond his professional achievements, Michael is passionate about writing in the style of “Chicken Soup for the Soul” and is deeply committed to community service. He actively supports initiatives focused on mental health for underserved children in California, reflecting his belief that business leadership and social responsibility must go hand-in-hand.

PMP
Scrum Master
Master Black Belt Six Sigma/Lean
QuickBooks Pro-Advisor

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M. David Iadanza

Partner

David Iadanza is a Partner at AWB Associates, where he specializes in providing fractional bookkeeping and consulting services for growing businesses. His role focuses on client acquisition, digital marketing, and general accounting support, helping ensure our clients have the financial clarity and operational strategies they need to scale.

David earned his bachelor’s degree in finance from Santa Clara University and built his career in sales, consulting, and eCommerce operations. Along the way, he has had the opportunity to work closely with numerous small businesses and noticed a recurring challenge: many owners had ambitious growth goals but lacked the resources to hire a full-time CFO, COO, or consulting team.

That realization became his “why.” At AWB Associates, we bridge that gap by delivering the same level of insight and strategy at a fraction of the cost, empowering businesses to grow sustainably without overextending their budgets.

Outside of work, David is passionate about fitness and personal growth. He trains regularly, holds a 2nd-degree black belt in Kenpo, and enjoys the discipline and focus martial arts brings to both his professional and personal life. David is also a Certified Personal Trainer.

B.S. Finance (Santa Clara)
Digital Marketing
Accounting Support
eCommerce Operations

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Tom Halligan

PMP Lead Partner Consulting Services

Mr. Thomas Halligan is a Certified Project Manager with strong experience in all aspects
of ERP implementation. He has successfully participated and led several ERP and CRM implementation projects including SAP R3, ECC, S/4 Hana, (MM, FICO, PP and QM) Cognos, Business Objects, MS Dynamics and NetSuite. He has created end user 18 documentation to support BPML and SAP Best Practices in S/4. Possess a solid background in regression modeling and predictive analytics, Dataset and Business Model creation to support SAC.

Tom has managed specific efforts to establish inventory controls (product lifecycle concepts applied) cash management systems, installment sales, and discrete manufacturing capabilities. He has a solid background in demand planning in both Build to Order and Build to Stock environments.

Tom has a Bachelor of Science, Accounting & Finance from California State University, East Bay, and an MS Corporate Finance from Golden State University. Tom is an expert on financial modeling and regression analysis. Tom enjoys a good challenge and is a lifetime learner.

Areas of knowledge: process mapping and process improvement, requirements gathering, systems customization, demand planning tools, systems assessments, reporting development, OLAP tool implementation. Tom has solid customer-facing skills and has provided consulting services in multiple industries.

Data Migration
SIPOC Documentation
Process Cost Modeling
ERP/CRM Systems Selection

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Chris Van Dorn

Business Finance & Lending Specialist

Chris Van Dorn is a seasoned finance executive and lending specialist with over 20 years of experience supporting small and mid-sized businesses. He brings extensive expertise in credit analysis, cash flow evaluation, structured lending, and portfolio risk management.

Chris has overseen regional finance operations across multiple markets, managing complex lending portfolios while driving consistent revenue growth and improved asset performance. His experience gives clients a practical understanding of how lenders evaluate deals — and how to position their business for approval.

As a lending partner, Chris sources and structures a wide range of financing solutions including working capital, term loans, lines of credit, equipment financing, and growth capital. His goal is to simplify the process, increase approval confidence, and secure competitive options tailored to each client’s situation.

Chris is known for his strategic mindset, disciplined underwriting perspective, and commitment to long-term client success.