Client’s Objectives Double the company’s value before selling Estimate current gross and net business sale proceeds Initiate an effective value-building program Assistance Assessed past performance Quantified EBITDA add-back schedule Developed first-year...

Client’s Objectives Increase management communication effectiveness Improve employment culture and mentoring Reduce employee turnover Assistance Reviewed DiSC style profiles and increased management’s understanding of their team Led interactive training sessions on...

Client’s Objectives Acquire a small manufacturing company Understand the past performance, quality of earnings, and acquisition risks Pay a reasonable and fair price Assistance Advised client on valuation, financing, accounting, quality of earnings, and related topics...

Client’s Objectives Replace an unstable outdated database system Develop a solid RFP Reduce IT firm selection and implementation risks Assistance Developed a comprehensive RFP and list of pre-qualified IT firm participants Interviewed similar non-profits on their...

Client’s Objectives Double company size in ten years Improve key decisions by considering other perspectives Increase decision implementation accountability Project Mentoring including: Annual company advancement and growth planning Monthly perspectives, redirection,...

Client’s Objectives Obtain outside accounting investigation Understand the current situation better and prepare for possible litigation Hire an accounting subject matter expert Project Assess accounting, distributions, and other alleged inappropriate actions...

Client’s Objectives Supplement fiduciary duty of a $42 million investment portfolio by: administering solid investment management RFP process selecting the top investment manager Project Identify top-tier institutional investment managers Develop leading practice RFP...

Client’s Objectives Develop post-pandemic strategic plan Identify advancement strategies to reach next level Prepare for CEO’s retirement Project Facilitate comprehensive strategic planning process, with input from the Board, management team, key employees, residents,...

Client’s Objective: Develop a post-pandemic strategic plan to take their five entities to the next level Project: Facilitated a comprehensive strategic planning process including the owners, management team, key employees, and advisors Results: Evaluated current...

Client’s Objectives: Obtain an outside forensic investigation of a non-owner CEO and internal control improvement recommendations Project: Brainstormed with the Finance Committee Chair on what was known to occur, additional risk areas, and our recommended...