Lori Williams


Lori has an abundance of energy and believes anything is possible if you work hard and are committed to your dream. She is a living example of this philosophy, both professionally and personally.

Lori Williams is a business consultant, speaker and writer. Lori is a well-known expert on Business Finance. She has become known as “The GURU of All Numbers”.

Lori believes entrepreneurs should have a basic understanding of their company’s financial health. She provides business education and advice through her on-line courses, Videos, eBooks and individualized consulting sessions.

Lori has always had a passion for helping small businesses. She formed Business Simply Put to provide smaller companies with affordable high-level information and advice. Through an online platform, services offered include: eAdvice to answer business questions, eKnowledge to learn through webinars and customized training programs and eTools which includes eBooks and Financial Models. 

Her eBooks are distributed through Amazon, ITunes and Barnes and Noble. As an adjunct professor in the entrepreneurial department at Pepperdine and USC, she shared her business expertise with young entrepreneurs. To read full bio scroll down.

Professional Background



Lori Williams holds an MBA from Pepperdine University, a Bachelors of Science in Business and Management, an Applied Associates in Medical Science and a Practitioner’s License in NeuroLinguistic Programming. She is an Enrolled Agent (EA), a Tax Preparer Certified by the US Treasury.

As a requested speaker, she has addressed esteemed audiences such as the IBM Big Blue Alumni, World Savings Bank, Citibank, and members of the Small Business Development Center

Lori’s career path has been expansive providing her with a wealth of divergent experiences. She has over 30 years experience in strategic planning, finance, marketing and operations.

As a young entrepreneur she began her first company, The Right Source, an advertising and marketing agency. After 7 years owning the company she decided to relocate to another state. While getting settles she spent several years at Canon Incorporated, negotiating high-dollar leases with large corporations. It was there she learned “best practices” applicable to any sized company.

After obtaining her MBA at Pepperdine University she accepted a position as a VP Commercial Lending at a Regional Bank. This turned out to be an invaluable experience. She gained an understanding of banking including Angel Investing and Venture Capital.

In 2005, she formed LW and Associates, a strategy and finance consulting firm focusing predominately on middle-market companies. She functioned as a turn-around CFO, utilizing her finance background and banking contacts to secure funding.

In 2007, she founded Business Simply Put and shifted her attention to providing on-line products and services to start-ups and small companies. In this, Lori says her career has come full circle. She has returned to help small companies and young entrepreneurs who are forging their own pathway, just as she had over three decades ago.



For over twenty years I built a successful consulting business working with multi-million dollar companies.

Although the high-end consulting was financially rewarding.  My personal life had become out of balance. I had lost the freedom to pursue the things I enjoyed.


It was then that I realized the goal in life was to be happy. 

I remembered the satisfaction I felt working with small business owners. Knowing you are making a difference in someone’s life.

Growing up in a small country town, I always had a passion for small businesses. I now wanted to bring back to the small business community what I had learned over the years.

My new thought: I had left the tribe in search of knowledge. I have now acquired years of experience and expertise. Time to take this valuable information back to the tribe.

It was then that I decided to change my professional focus. I wanted to share my experience and expertise with smaller companies.

This is what led to the formation of Business Simply Put LLC.