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Other Industries Consulting Experience

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Specialty Grocer– Family Owned – Board and Management Advisory

  • Facilitate monthly board of directors, management and shareholder meetings

  • Developed annual strategic plans, management and family ownership succession plans

  • Member of several project teams and special committees

 

Engineering Firm – Employee Owned – Part-time CFO/Board Member

  • Serve as part-time CFO and Chairman of Executive Committee

  • Attend board of directors, executive committee and shareholder meetings

  • Facilitate annual board of director strategic planning retreat

  • Member of special compensation committee

 

Powerplant Construction Services – Family Owned - Interim CFO/Board Member

  • Responsible for budgeting, planning cash flow management and stakeholder relations

  • Restructured creditor commitments under a previously confirmed bankruptcy plan.

  • Implemented new construction management and accounting system

  • Served as member of Board of Directors

 

Steel Service Center and Fabricator – Family Owned - Part-time CFO/Family Advisor

  • Responsible for strategic, financial management and operational improvements

  • Developed cash flow forecasts, managed working capital and lowered breakeven profitability

  • Refinanced and restructured bank debt.  Implemented new ERP system. 

  • Served as a member of the company’s board of advisors and executive coach to family members.

 

Multinational Capital Goods Manufacturer – Private Equity Backed – Interim CFO

  • Placed the U.S entities into Chapter 11 bankruptcy proceedings

  • Oversaw financial management, stakeholder relations and coordination of the bankruptcy process

  • Negotiated and completed asset sales leading to the confirmation of a liquidating Chapter 11 plan

 

Office Furniture Importer and Distributor– Family Owned – Financial Advisory

  • Recruited Controller, review month-end closing, assist with cash flow and financial forecasting

  • Negotiated and closed new asset based financing facility

  • Serve as trusted advisor to ownership

 

Full Service Law Firm – Interim CFO

  • Responsible for year-end closing, issuance of CPA prepared financial statements and tax returns

  • Implemented cash flow forecasting and management system. Enhanced budget process.

  • Facilitated strategic planning retreat, attended all partner and compensation committee meetings

  • Recruited full time CFO replacement and completed onboarding process

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Plastic Injection Molding Company – Private Equity Backed – Financial Advisory

  • Assist the company with analyzing cash flow and liquidity options.

  • SKU profitability analysis, developed plant consolidation and operating expense reduction strategies.

  • Assisted with forbearance agreement and restructuring of senior and subordinated debt facilities.

 

Real Estate Development and Investment Firm – Family Owned – Board Advisory

  • Owner/operator of portfolio of hotels, commercial buildings and apartments

  • Developed strategic and family ownership succession plans

  • Facilitate LLC Member meetings, participate on special project teams

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Distributor of Building Materials – Family Owned – Financial Advisory

  • Advised shareholders and management in debt forbearance and bank workout process

  • Assisted with the development of cash flow forecasts specialized bank reporting

  • Served as liaison with M&A deal team assisting with the sale of the company to a strategic buyer

 

Distributor of Truck Parts – Family Owned – Financial Advisory

  • Engaged to conduct a going concern sale of Company in Chapter 11 bankruptcy proceedings

  • Prepared offering materials, identified and solicited potential buyers

  • Negotiated the structure and terms of a purchase transaction and completed the sale. 

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