Recent Client Engagements
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Here are examples of some of our recent client engagements:

  • Conducted organizational reviews of leading foodservice supplies and equipment wholesale distributors.

  • Recommended, and helped implement, company-wide system efficiencies at a premier online retailer.

  • Assisted a national distribution company in the implementation and management of its on-line private trading exchange.

  • Facilitated the transition in a leading distributor from a second generation to a third general family member.

  • Serve as executive counsel to the president of an eighty year old company.

  • Function as a senior financial resource for a leading retail organization.

  • Advised a CFO with a document management system implementation project.

  • Performed a business document analysis for a general contractor client.

  • Assisted a business owner with a sell or invest decision.

  • Led an investment acquisition search for a business in Southern California.

  • Led a computer ERP system selection and implementation project.







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