I provide expertise and support in a broad range of financial, operational, and business disciplines, with focus on financial and operations strategy/implementation for companies in technology space.
❖ Strategic Business Planning
• Developing strategic plans so that owners, shareholders and investors can create value and monetize their investment. Goal is to realize a higher value for the compan
y when the time is right for a successful exit or transfer.
• Developing complete business plans for owners, investors or funding purposes. Setting up financial systems, processes, and controls to ensure integrity to the financial statements.
• Development of budgets, forecasts and financial reporting including relevant business dashboards to monitor and manage the pulse of the business.
❖ Efficient Business Operations
• Profit enhancement and process improvements
• Audit preparation and ex*****on
• Preparation of loan packages for banks and equity investors
• Financial analysis of capital investments and large purchases as well as inventory
planning/management
• Cash and vendor management and collections/payments
• Treasury and Risk Management
❖ Streamlined M&A Transaction Ex*****on
• Mergers and acquisitions, due diligence and integrations
• Developing models for valuations, growth plans and potential acquisitions or divestitures and exit strategies
• Buys/Sell or Acquire/divest contract review and negotiation
❖ Organizational Development
• Business Coaching of finance and executive team members
• Leadership coaching for key executive leaders
• Organization assessment for purpose led leadership and successful teams
