Client’s Objectives: Improve the organizational structure and management practices to more efficiently/effectively run the firm and support future growth Project: Obtained Board, owner, and employee organizational effectiveness survey input Assessed the organizational...

Client’s Objectives: Estimate expected manufacturing/overhead costs and develop profitable pricing for a John Deere opportunity Project: Developed a detailed long-term Excel pricing model, lead the quantification of management’s initial assumptions, and transitioned...

Client’s Objectives: Develop a future strategic vision/plan and prepare for long-term Executive Director’s retirement Project: Obtained strategic planning survey inputs from two boards and management, developed/facilitated a customized strategic planning process, and...

Client’s Objectives: Investigate client’s Office Manager/Controller to determine if inappropriate activities or embezzlement of funds had occurred Project: Selected higher risk focus areas, conducted accounting transaction process walk-throughs, and investigated...

Client’s Objectives: Obtain an outside experienced perspective on a potential acquisition and better understand the expected cash flows of combining two companies Project: Analyzed background/financial information, updated the seller’s valuation calculation for recent...

Client’s Objectives: Manage the sudden departure of their controller, bring their manufacturer financial statements and 20 Group reports up to date, and allow adequate time to hire a qualified replacement Project: Provided a temporary controller with significant...

Client’s Objectives: Obtain an outside experienced perspective on a proposed strategic acquisition of a Netherlands company Project: Reviewed background/financial information, evaluated/supplemented management’s analysis/synergy projections, and developed a...

Client’s Objectives: Obtain accurate first year accrual based financial statements for performance management, owners/bank requirements, and future reporting foundation purposes Project: Provided a temporary controller with significant GAAP accounting, QuickBooks, and...

Client’s Objectives: Evaluate the rewards, risks, and potential net cash flows of a seven-year buyout acquisition opportunity Project: Analyzed background/financial information, prepared a cash flow projection model for debt repayment and the seven-year buyout, and...

Client’s Objectives: Confirm the optimal management team positions/structure going forward and implement other organizational improvements Project: Managed the implementation of organizational review recommendations and assisted with other human resources/culture...