Case Studies

I was hired by this successful sportswear company as their first professional CFO, as requested by their bank.

I began by updating the outdated accounting systems already in place, and brought in a new CPA Account Firm and Auditor.  This one change allowed me to help them triple their line of credit from $2.5M to $7.5M.

Setting in place a 24 month growth expansion plan, the company will be able to quadruple their revenue in just 2 years, leaving a business footprint across the entire United States.

Currently working on the negotiations to lease and buy additional warehouse facilities across the US.

This successful restaurant group in the heart of Las Vegas's posh hotel district chose me as their first ever professional CFO.

Amidst scattered operations, I have implemented new accounting processes helping this group take greater control over their operations.

Currently working on a 1 year plan to open two new stores, raise $5M, and buy out longstanding investors - giving the restaurant group greater ownership over what they have created. 

Discussing with group the benefits and opportunities in franchising. their current brands.

 When joining this Mortgage Banker, it was operating in 7 states with a staff of 125. By the time I left this client, I had grown their operations to span 16 states with over 260 employees.

After migrating the existing accounting software, I was able to double this company's annual sales, double its facility size, and double its operational staff.

Of the many objectives accomplished with this company, one of the most important factors in moving this business to greater success was the chance to add $60M to this company's line of credit.

When I first arrived at this catering and food services company that serves Fairgrounds across the Greater Western United States, there was no general ledger, no accounting system, many tax issues that needed to be solved and was otherwise in disarray.

I was able to help this company regain it's footing so that it could experience substantial and continued growth by organizing/changing their internal systems and getting them $500K in tax refunds.

Guided this organization through all the government support programs available during the pandemic, allowing them to survive and grow once they were once again operational.

As is the case in many of the situations I come across, the restaurant group had no general ledger, and no accounting system to speak of when I first arrived.  They were operating 7 restaurants, 3 of which were losing money year over year, so I devised a plan to help this group get back in the green.

What was required was a restructure of the internal management, negotiating and implementing cost saving contracts across the board, and raising over $12M in operational capital.

I positioned this group to close the 3 failing stores, and add a new location of 13,000 sqf, purchased at $2.5M.

This restaurant group is still functioning and profitable to this day.

One of my longest clients of over 30 years, I've had the chance to work with 3 generations of this family owned business, from the Founder of the company, to his grandson!

Raising $40M for this company, I partook in helping them procure their largest and most substantial contract ever.  I helped them double the size of their manufacturing facility, and also still advise them in long-term planning.

This company is still in business and highly successful after more than 30 years!

This small SaS company in New England had no control over their finances. I was brought in to sell this company, and also as an equity partner.

After upgrading the software that was previously in use, I was able to sell this company in just 5 months for $3M.

Being a High Volume - Small Parcel enterprise, with envelopes valued at $1M or more,  I managed the cash transit and off-site deposits to banks.

One of the many services I provide, is helping stakeholders refinance their assets.

For this specific commercial property, I was able to put together a refinance package of $650K , help the owner clean up debt issues, remodel and move forward. 

  In addition to commercial property purchases, sales and refinaincing, I also offer counsel to those looking to capitalize on an existing residential situation.

I have aided this purchaser in an aprtment property buy-out, being involved in every aspect of the purchase and communication with banks.

A property of 6 one-bedroom apartment homes, rehabed into 6 two-bedroom apartment homes and building an additional 4 two-bedroom apartments to greatly increase rental income.

Brought in to "Rescue" this business owner after 3 years of a very grueling and time consuming tax audit, I brought in a new and competent CPA, created a new General Ledger, and assisted in filing corrected tax forms containing gross mistakes previously.

Also upgraded business insurance to better protect the company,  recreate a payroll systems and initiate employee benefits.

This family-owned, second-generation tire store was in a financial mess! I stepped in and hired them a new bookkeeper and filed taxes that needed immediate attention. 

Acting as a Mentor, I helped this client obtain much needed CAL grant monies during the Covid19 Pandemic.

Acting as a Mentor to the owner of this startup health-conscious chocolate company, I help my client think things through, from marketing to product production.

I truly enjoy watching this company learn and grow!