Case Studies

DPAA_Logo_BLKClient: Confidential
Category: Worldwide automotive aftermarket company
Service: Strategic Planning » Developing strategic plans and related business plans		For this $3Billion+ public-company manufacturer, distributor, wholesaler and retailer of aftermarket automotive services, we have provided strategic planning, operational restructuring, acquisition and post-acquisition integration services domestically and internationally for over 17 years. From 2005 – 2014, helped grow the company’s revenue in the United States from $0 to over $1.3Billion 

PROJECTS

• Facilitated worldwide corporate vision project
• Facilitated development of global 3-Year plan
• Project managed restructuring of Australian building and automotive divisions
• Led onsite market research to develop Asia Market Entry Strategic Plan
• Performed various projects for parent and sister companies in South Africa
• Developed messaging content, script and multi-media presentation for CEO delivery at industry conference at the beginning of US re-entry strategy
• Managed Mystery Shopping Project pre-acquisition
• Managed post-acquisition integration of 14 acquisitions
• Project managed operational and financial turnaround and growth plan for key division
• Performed budgeting and financial reporting streamlining
• Managed strategic planning and project managed execution of restructuring of the customer recovery functions
• Managed strategic planning and project managed execution of restructuring of the company’s approach to consumer pricing
• Managed strategic planning and project managed execution of restructuring of the field sales function (including incentive compensation system, territory re-alignment, implementation of a Customer Relationship Management system, revision to selling approach, etc.)

HologenixLogo
Client: Hologenix, Inc.
Category: Patented technology for apparel
Service: Part-Time Management » Chief Financial Officers		For this young and rapidly growing Southern California manufacturer of advanced (patented) fabrics for the sports apparel, health care, and bedding industries, we are providing interim Chief Financial Officer services and operational infrastructure development.PROJECTS• Implement new inventory management system
• Revise cash flow forecasting system and guide cash management
• Evaluate business plan
• Oversee financial and accounting policies and procedures
Pepperdine_logo_stacked
Client: Pepperdine University – First Wave Accelerator
Category: Capital funds and incubation
Service: Strategic Planning » Developing strategic plans and related business plans		Created stand-alone for-profit early stage business accelerator with side-along investment fund for Pepperdine University.PROJECTS• Develop business model and written business plan, including financial projections for University
• Tested business model with potential advisors and investors through new marketing materials and pitch meetings
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Client: School-Link Technologies
Category: Technology
Service: Execution » Providing long-term exit strategies for business owners		Development of exit strategy for company founder, creation of business plan/capital requirements to execute plan, execution of planned marketing strategy, and identification of strategic buyers leading to successful asset sale to public company.PROJECTS• Developed turnaround, growth and Founder’s exit strategic plan
• Documented business plan used for capital raise
• Performed interim marketing services for new lines of business
• Investors successfully identified and managed through letter of intent, due diligence and asset purchase agreement