Client: 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.)
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
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
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
UA-145538860-1
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.
This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.