Get our Free Newsletter
for Rent | Executive
Coaching | Financial
Business Plan Development | Strategic
Successful Engagements | Testimonials
of Case Studies of Previous Clients
owners of a privately owned business sold their company for 20% more
as a direct result of our work while serving as their CFO.
collection activities we lowered bad dept write-offs by over $60,000 a
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.
a sales manager defected and used insider information to approach the
clients largest customer, we directed the competitive effort that
locked up the business for a year.
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.
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.
long-distance telephone coaching, this CEOs team turned around a
business with flagging profits.
the request of the founder/father, coached the 2nd
generation son and his company back to high profitability, thus
ensuring the founders financial secure retirement.
2nd 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.
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.
the management vacuum that existed in this Northern California
construction company, resulting in a strong leader emerging to take
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.
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.
reworked the financial model of this dotcom company to eliminate poor
design and gross assumptions that didnt hold up under scrutiny.
Funding round was successful.
the financial model for this wireless infrastructure company to enable
them to use the model for budgeting.