Client Accomplishments

Represented an Independent Sales Organization in the Electronic Payments industry on a $17,000,000 sales transaction. Contacted potential buyers, negotiated the sale terms and contract issues, and provided due diligence material to the buyer.

Stabilized the financial department of a mid-market construction company on a 3-month engagement. The company had $30 million in annual sales. Managed the cash function through the AR and AP departments. Worked with the project managers to ensure that the projects were profitable.

Managed the Finance department of a web based entertainment company on a 27 month engagement. Developed a structure to ensure that the financial statements were accurate and timely. Negotiated a processing contract that saved the client $20,000 and increased cash flow by $200,000.

Developed the financial structure of a startup medical device company on a 1-year engagement. Established a monthly reporting package for internal management and a quarterly reporting package presented to the Board. Developed a three-year financial projection model to forecast cash flow.

Directed the financial affairs of a mid-market industrial coatings company on a 41-month engagement. Managed the company Controller and worked directly with the Division Presidents to manage operations. Led process to reduce plant inventory by $800,000. Structured deal to sell parcel of land to a cell tower company for $95,000.

Negotiated a $100,000 reduction in a Pennsylvania state tax penalty for a restaurant chain client.