Client Project Summaries

Owner's Representation / Contract CFO

  • Completely revamped finance function to provide timely and accurate information to leadership
  • Actively managed relationships with bonding / surety, banks, vendors and equipment finance companies
  • Negotiated over $35 million in equipment financing over four years
  • Provided counsel and strategic guidance for related entities and other owner business interests
  • Completely revamped accounting function and optimized cash flow to enable business to grow over 400% in just a few years
Construction Industry Client
400 person company

Cash Flow & Profit Optimization / Organization Development / Owner's Rep

  • Complete Business & Financial Assessment using a diagnostic approach including industry specific benchmarking data to provide business insights and shape a more focused strategic direction 
  • Created a comprehensive costing model to more accurate costs a variety of product types
  • Work proactively on an existing bank relationship to enhance the opportunity for better long term financial options 
  • Work with internal finance person to improve monthly closing process and generate more timely and reliable financial information for the owners
  • Work with owner on complex situations to provide guidance and insights on key business negotiations and opportunities
Professional Services - E-commerce infrastructure
10 Person Firm

Cash Flow & Profit Optimization / Cost Analysis and Modeling / Bank Relationship Management/ Owner’s Representation

  • Complete Business & Financial Assessment using a diagnostic approach including industry specific benchmarking data to provide business insights and shape a more focused strategic direction 
  • Created a comprehensive costing model to more accurate costs a variety of product types
  • Work proactively on an existing bank relationship to enhance the opportunity for better long term financial options 
  • Work with internal finance person to improve monthly closing process and generate more timely and reliable financial information for the owners
  • Work with owner on complex situations to provide guidance and insights on key business negotiations and opportunities
Specialty Manufacturing Client
15 Person Company