Case Study : Strategic Planning and Outside CFO

Engaged by a 45-year-old family-owned chemical distributor in order to:

1. Lead a strategic planning process that identified numerous opportunities for growth as well as cost reductions. Firm accountabilities and deadlines insure that the plan turns into reality.
2. Provide CFO capabilities on a part-time basis in order to:
   • Improve operating efficiencies and increase profit margins.
   • Optimize the bank lending relationship.
   • Upgrade accounting procedures and eliminate reporting delays.
   • Establish robust budgeting process.

Case Studies

• Management buyout of Family-Owned Business
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• Quick-Casual Restaurant Franchisee obtains growth capital
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• Employee Stock Ownership Plan
• Turnaround Operations and Obtain New Financing
• Strategic Planning and Outside CFO
• Lender With a Substantial Problem Loan
• New England Community Bank
• 40-Year-Old Family-Owned Apparel Manufacturer
• Fast-food Franchisee
• Jewelry Wholesaler
• Start-Up Construction Equipment Manufacturer

What Our Clients Say

“Because of Dave's large-bank experience and his desire to work with small entrepreneurial companies, he is able to be a highly effective bridge between entrepreneurs and financing sources. He provides much more, however, by getting directly involved with the details of the business plan.”

- Randy Spencer, CEO
  Concordia Manufacturing, LLC

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