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Recent Client Engagements
Here are examples of some of our recent client engagements:
- Advised the President and senior executives at a local custom product company on profitability and efficiency improvements and growth strategies.
- Recommended, and helped implement, company-wide system efficiencies at a premier online retailer, in addition to filling some ad hoc CFO roles.
- Facilitating and moderating the strategic planning sessions for national organzations
- Conducted profitability efficiency reviews of leading foodservice supplies and equipment wholesale distributors.
- Served as executive counsel to the president of an eighty year old company.
- Pro-Bono work with a bakery owner advising on the operational and pricing restructures required in the manufacturing and retail environements
- Performed a customized Organizational Tune Up for a regional specialties company, resulting in improved efficiencies and their hiring of a COO who I recommended.
- Conducted an in-depth standards process review at a quasi-government organization leading to a re-imagined approach
- Assisted a privately held company with their preparation and analysis for their sale to a public company.
- Led the selection, implementation and management of a national distribution company's on-line private trading exchange.
- Facilitated the transition in a leading distributor from a second generation to a third generation family member.
- Consulted with a start-up distribution company in areas of business strategy, supply chain, personnel and business systems.
- Functioned as a senior financial resource for a leading retail organization.
- Assisted a business owner with a sell or invest decision.
- Led a computer ERP system selection and implementation project.
- Led an investment acquisition search for a business in Southern California.
- Performed a business document analysis for a general contractor client.
- Led the investigation and selection of a new technology platform for a national selling organization