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

Contact Details

8230 Caminito Sonoma, Suite 102
La Jolla, CA 92037-1601
858.453.3778 763.322.2505

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