AREAS OF PRACTICE:
Global manufacturing, retail (including ecommerce), distributors, higher education, & supply chain logistics—both B2B and B2C—for private equity, public, and private company ownership structures

Growth and Strategy
Business Plan Assessments to Propel Growth
Mergers and Acquisitions: Due Diligence, Valuation, Integration
Market and Enterprise Valuation
Supply Chain Insights and Enhancements
Product and Service Expansion

SERVICES OFFERED:

Financial Effectiveness Improvements
Budgeting and Expense Control
Cash Flow Management
13 or 26 Week Cash Projection Tools
Leadership and Team Development

Interim and/or Fractional Services
CFO
COO
CEO/President

Organizational Leadership
Thoughtful Change Management
Strategic Operational Alignment
Key Indicators Development for Organizational Effectiveness

Risk Management
Systems Integration for Higher Effectiveness and Customer Success
ERP Project Leadership From Discovery and Planning Through Deployment
Engineering Reliable, Consistent Process Mapping Solutions for Cross Functional Teams
Complex Projects and Processes Simplification

Additional Resources/Network Available for Short or Longer Term Assignments:
Controllers in Manufacturing, SAAS, Transportation, Ecommerce, Restaurant, Contract Services
Higher Education: CFO and Vice President network of 20 years+ experience
Gov’t Contracting, Energy, and Construction CFO in SEC/NASDAQ Companies

Interim Chief Technology Officer for Insurance, Commodity Brokerage Services, and Shared Services