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

“David has been the ideal facilitator for helping our fifty-year-old $35M family hardware business complete the generational transfer of ownership to management. He handled all the internal and external stakeholders with professionalism and decency that resulted in everyone feeling heard, respected, and well served. I will forever be thankful for his steady hand making this financial and emotional transition for our family a success rather than a replay of a Shakespearian tragedy.”

- Greg Kidd
  Co-Founder and CEO, GlobaliD
  Founding Partner, Hard Yaka

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