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
• Return National Tour Operator to Profitability
• Quick-Casual Restaurant Franchisee obtains growth capital
• Medical Products OEM Supplier
• 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

“The success of this acquisition and the integration of the acquired business into our company's business lines can be attributed to your consultancy, leadership and professional guidance. Your role, from due diligence, through contract negotiation, deal closing and post-acquisition integration, was incredibly smooth and effective. Execution was flawless.”

- Donald C. McQueen, EVP and COO
  Bank Rhode Island

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