Client Results


Re-engineered the financial operations of a $20M mortgage foreclosure processing and servicing company, improved budgeting and financial reporting processes, consolidated reporting entities, improved banking relationships securing terms for a complex credit facility from a major lender and negotiated the buy-out of an existing business partner.


Re-engineered the financial operations of a $6M publicly traded pre-employment screening company, consolidating financial functions, banking operations and reporting entities, oversight of all SEC financial reporting requirements, analyzing finance and operational trends and offering key strategies for tax and investment concerns, improved audit efficiencies and relationship with external auditors and secured a new credit facility from a major lender. Positioned company for its eventual sale while assisting in the due diligence process, valuation and negotiations with buyers.


Conducted an assessment of a $12M financial services company and made recommendations adopted by the CEO concerning the operations of the finance staff and the staffing required to support rapid growth.


Performed assessment of new accounting software implementation for a $77M privately held, full-service insurance agency and its affiliated companies, assisted with further implementation of the new accounting software, account reconciliation and clean-up, staff training and redesign of accounting policies and procedures to help the company realize the full benefit of implementing a larger ERP type financial reporting package.


Served as interim CEO for a $60M manufacturing firm, making recommendations adopted by the Board of Directors concerning additional investment and the future of operations.


Re-engineered the financial operations of a $100M internet-based advertising and marketing company, consolidating financial functions, banking operations and reporting entities, establishing a budgeting and financial reporting process and securing a new credit facility from a major lender.


Served as CFO of $10M Technology Company, developed plans to restructure the company from 80 person staff to a 15 person staff to mitigate significant revenue contraction. Prepared documents to support sale of company; worked with CEO to identify and exploit potential acquirers.


Developed business assessment, conducted due diligence and established a financing facility for an acquisition completed by a $35M manufacturing company.


Served as interim CFO for a $100M Developer and Homebuilder, re-organized Finance and Accounting organizations, up-graded staff and redesigned internal reporting systems to provide management with better metrics on which to make business decisions.


Conducted top down review for a $20M subsidiary of an International Agricultural Firm to assess effectiveness of management, operational processes and performance measurements. Presented findings and recommendations to Board of Directors of parent company. Plan was successfully executed in its entirety.


Successfully negotiated with creditors of a distressed National Food Products Distributor to avoid forced bankruptcy, restructured debt financing, implemented Operating Budget and Cash Flow recovery plan. Re-engineered Sales organization and implemented Financial Reporting improvements.

 

 

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