Assisted a startup company in developing an internal business plan and budget for the development of an energy saving device for property owners. This company had purchased a patent for the device and needed assistance in developing a detailed workplan for commercializing the product. By implementing this plan, the company has grown for a single full time employee to over ten employees with sales throughout the world.
Provided strategic market analysis to a group of foreign investors leading to the decision to acquire a US based prepaid card distributor. Supported acquisition planning efforts including the creation of financial pro-formas for use in acquisition financing. Provided support in the due diligence process by examining the target's operations, financial systems, and financial controls.
Assisted a custom furniture maker in identifying the causes of their deteriorating financial position and implement effective management and cost controls for their operations. Detailed examination of material and labor inputs, overhead, and project efforts were examined. Variance analysis was performed on historic data to develop a better understanding of cost variables and their magnitudes. Based upon this information, project estimating and bidding tools were strengthened, and project tracking, reporting, and control tools were implemented. The company regained healthy gross margins and was able to increase the number of employees and expand into new markets.
Provided both business planning and technology support to this industrial supply firm. An annual process to plan, project, and finance sales efforts and supporting inventories was developed. This provided a structured and methodical method to allocate limited resources and grow the business. Application of software tools for more efficient client contact management was implemented as well as updated accounting system and an improved website.
Managed and developed an information technology strategic plan for a polymer pool manufacturer. This plan assisted the client in aligning their technology development with their strategic business efforts. In addition to developing a technology roadmap, the resulting project effort also identified a number of high-impact tactical issues for the client to implement and achieve immediate cost savings or efficiency improvements.
Assisted an employee benefits insurance company in developing their business plan. This plan reflected the financial and organizational impact of the consolidation of two separate operating companies as well as the integration of an acquisition target into a common operational entity.
Developed and implemented a web enabled proprietary marketing database for an insurance company's regional sales force. This database allowed the company to better identify target customers and to allow them to create a customized proposal for use in the initial sales call. The database included information on the target customer's existing contracts and the insurance carrier providing the existing coverage. This allows the sales agent to emphasize his firm's advantages over the competition.
Prepared a comprehensive business plan to support a client's acquisition of a woolen yarn manufacturer. Project included extensive market research and financial planning and analysis. Managed and coordinated the project team including accounting and legal support. Direct involvement in the acquisition negotiations resulted in an extreme reduction of the total purchase price and advantageous financing terms. Post acquisition work included design and installation of automated financial and operational reporting systems as well as the implementation of a new accounting system.