Finance business management financial advisory

Successful Engagements

A Sampling of Case Studies of Previous Clients

The owners of a privately owned business sold their company for 20% more as a direct result of our work while serving as their CFO.
After revamping collection activities we lowered bad dept write-offs by over $60,000 a month.
As CFO for this hi-tech company, we guided the financial department for the COO and CEO who had no financial experience, and satisfied a Board controlled by VC investors.
When a sales manager defected and used insider information to approach the client’s largest customer, we directed the competitive effort that locked up the business for a year.
Helped this dotcom company structure its financial information system to provide what its Board needed, all within the bounds of its financial resources and staff ability.

This YEO (Young Entrepreneurs Organization) member CEO sold the company with our assistance and guidance to a strategic buyer for 95% of the original asking price, in cash.
Through long-distance telephone coaching, this CEO’s team turned around a business with flagging profits.
At the request of the founder/father, coached the 2^nd generation son and his company back to high profitability, thus ensuring the founder’s financial secure retirement.
Another 2^nd generation business owner needed guidance in learning how to run the business built by his father. We provided it, using a step-by-step process of doing, reflecting, and improving.

Evaluated the finance department of a Nevada-based, multi-unit medical products company at the request of the CEO. Clear recommendations helped the CEO take confident action.
Evaluated the management vacuum that existed in this Northern California construction company, resulting in a strong leader emerging to take the helm.

Using a financial model we built of the business, the CEO gained enough visibility to dramatically improve profits, confidently sell an unprofitable division, and get a new bank loan.
We built an entire financial model of the business to help the CEO set growth goals and motivate managers. Results were praised by all who participated as an outstanding success.
Significantly reworked the financial model of this dotcom company to eliminate poor design and gross assumptions that didn’t hold up under scrutiny. Funding round was successful.
Designed the financial model for this wireless infrastructure company to enable them to use the model for budgeting.

This company had never formally planned before, yet they got a planning system to guide the business and motivate managers to achieve aggressive growth goals they themselves set.