Services

• FLAT EARNINGS LAST SEVERAL YEARS
• SEVERAL QUARTERS OF LOSSES
• KEY CUSTOMER DEFECTIONS
• VENDORS ARE TIGHTENING CREDIT TERMS
• COSTLY OPERATING INEFFICENCIES
• PRODUCT OR SERVICE DELIVERY DEFECTS
• HIGHER THAN NORMAL EMPLOYEE TURNOVER
• INCREASING ACCOUNTS PAYABLE
• INSUFFICIENT INVENTORY TURNOVER
• EMPLOYEE MORALE APPEARS TO BE DECLINING
• COSTS CONTINUE TO RISE
• PRODUCT LINES ARE GENERATING INSUFFICIENT GROSS MARGIN
• LOSS OF INNOVATION
• OUTDATED TECHNOLOGY & SYSTEMS
• COMPETITORS ARE CLOSING IN
• DECLINING CASH FLOW
• EMPLOYEE ALIGNMENT
• MATURE BUSINESS WITH LIMITED GROWTH POTENTIAL
• UNABLE TO GET TRADITIONAL BANK FINANCING
• POOR RECEIVABLES MANAGEMENT
• PRODUCT PRICING IS INCONSISTENT
• WORKING HARDER BUT NOT GETTING AHEAD
• CEO/OWNER IS OVERLY STRESSED

ALL BUSINESSES HIT A CROSSROAD AND CAN STUMBLE. IF YOU ARE EXPERIENCING ONE OR MORE OF THESE CHALLENGES, WE SHOULD HAVE A

CONVERSATION. LET’S MAKE SURE YOU ARE IN A GROWTH MODE. WE CAN

TAKE THE FEAR OUT OF CHANGE!

• FINANCIAL RESTRUCTURING
• DEBT OR EQUITY RAISES
• REVENUE ENHANCEMENT TECHNIQUES
• IMPROVE ORDER TO CASH REVENUE CYCLE
• TRAIN EMPLOYEES ON TECHNIQUES TO IMPROVE AR/AP
• RESTRUCTURE CREDIT TERMS
• IMPROVED INVENTORY MANAGEMENT
• SHORT & LONG TERM STRATEGIC REVIEW
• REDUCED DIRECT MATERIAL EXPENSE AND SG&A
• IMPROVE EBITDA FOR VALUATION
• EXIT PLANNING
• REDUCE VENDOR COSTS
• INCREASE MANUFACTURING THROUGHPUT
• CASH FLOW FORECASTING
• CREATE EXECUTABLE STRATEGY & TEAM ACCOUNTABILITY
• FRACTIONAL CEO/COO
• DETERMINE CRITICAL KPI’S
• DUE DILIGENCE & MERGER INTEGRATION
• ALIGNMENT OF EMPLOYEE GOALS
• MINIMIZE RISK THROUGHOUT THE ORGANIZATION
• IMPROVE RESOURCE UTILIZATION & ALLOCATION
• DRIVE IMPROVEMENTS THROUGHOUT MANUFACTURING PROCESS
• REDUCE TURNAROUND TIME 
• CEO/OWNER SOUNDING BOARD & MENTOR

BUSINESSES AND THE BUSINESS OWNER NEED A TRUSTED ADVISOR WHO CAN PROVIDE A DIFFERENT PERSPECTIVE AND HELP GENERATE NEW IDEAS. HOW DO YOU DIFFERENTIATE YOUR COMPANY AND TURN YOUR VISION INTO REALITY? LET'S TALK.

ALLOW ME TO CONNECT YOU TO SOMEONE IN MY PERSONAL & PROFESSIONAL NETWORK

• ABL/FACTORS
• A/R SPECIALIST
• ATTORNEYS
• BRANDING SPECIALISTS
• BUSINESS INSURANCE
• BUSINESS BROKERS
• COMMERCIAL BANKS
• CONTENT CREATORS
• CPA/ACCOUNTING FIRMS
• CREDIT CARD PROCESSORS
• CYBERSECURITY SPECIALIST
• DDIGITAL MARKETING SERVICES
• ENGINEERS
• EXECUTIVE COACHES
• FAMILY OFFICES
• FINANCIAL & ESTATE PLANNERS
• FINANCIERS
• FRACTIONAL CFO/CMO/CIO
• GHOSTWRITERS
• HR/PEO/PAYROLL
• INVESTMENT BANKS
• MEDIA/LI/PR
• MIDDLE MARKET LENDERS
• MORTGAGE BANKERS
• NETWORKING GROUPS
• NON BANK LENDERS
• NON PROFIT EXPERT
• OSHA CONSULTANT
• PRIVATE EQUITY & ADVISORS
• PUBLIC RELATIONS PROFESSIONAL
• PUBLIC SPEAKERS
• SOCIAL MEDIA PROFESSIONALS
• SUPPLY CHAIN SPECIALIST
• VALUATION EXPERTS
• WEBSITE DEVELOPERS
• WRITERS
• OTHER BUSINESS CONSULTANTS