Case Study : Medical Products OEM Supplier

Twenty year old growth company needed CFO level services without hiring additional senior level professionals.

1. Implemented detailed bottom-up budget process. The result was more accountability at the department manager level, allowing the President to delegate more decision-making to his direct reports.
2. Developed and implemented an employee bonus plan that aligned the corporate goals with employee financial rewards. Implemented regular reporting of business metrics to employees, which focused their efforts on the success of the company.
3. Provided a financial strategic planning resource for owners and the senior management team. The result was fact based and scenario based decision-making, instead of instinctual decision-making.
4. Acted as an integrated member of the Senior Management Team.

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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