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

“Dave's knowledge of banking and finance blends well with his entrepreneurial spirit to support the deployment of any financially based business strategy.

Dave also has a strong bias for action and getting the job done expeditiously. His diplomatic talents enable him to minimize the tangles and tight spots of a negotiation, which simplifies and further expedites the process.”

- Tom Boyd, President
  Blow Molded Specialties

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