Adam Ullman

Adam Ullman Email and Phone Number

California, United States
Adam Ullman's Location
San Francisco Bay Area, United States
Adam Ullman's Contact Details

Adam Ullman work email

Adam Ullman personal email

About Adam Ullman

I advise small and mid-sized businesses, help them monetize their unique intellectual property (“IP”), and facilitate conflict resolution within family-owned businesses and closely held corporations. I bring a wealth of hands-on experience as a change leader, IP expert, and product innovator to guide companies through transitions, optimize operations, and enhance EBITA in preparation for sale or significant change. My expertise includes strategic planning, operational optimization, and intellectual property management. I have found that both large and small companies struggle to effectively monetize their IP.Over the course of my career, I've successfully sold businesses and leveraged my experience in valuing intellectual property and brands to negotiate favorable deals. The combination of my broad business acumen and legal background allows me to address challenges across various functions, from manufacturing and product development to finance and legal affairs. I empower teams, establish KPIs, and drive efficiency improvements, guiding organizations towards success in dynamic, challenging environments. Key Accomplishments:• Sold three companies in five years, as Founder, CEO, and long-term Advisor respectively, monetizing IP assets in each transaction.• Increased revenue in multiple businesses by 50%+ within two years and boosted EBITA in one business by 200%+.• Led a family business with ownership in 21 related companies through a contentious ownership succession, resulting in a management buyout after complex negotiations.• Created and developed innovative products, generating tens of millions of dollars in revenue.• Built global IP portfolios that were enforced, licensed, and sold. Strategically negotiated a 22.5% royalty payment in a patent infringement settlement agreement.• Founded a family business, achieving multimillion-dollar success and IP protection, that culminated in a sale.I am currently taking on new clients. Let's connect to explore how my skills and experience can contribute to your organization’s success.

Adam Ullman's Current Company Details
Prosperity Advising- Business Advisory & Mediation Services

Prosperity Advising- Business Advisory & Mediation Services

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Company Owner
California, United States
Website:
cxore.com
Employees:
7
Adam Ullman Work Experience Details
  • Prosperity Advising- Business Advisory & Mediation Services
    Company Owner
    Prosperity Advising- Business Advisory & Mediation Services
    California, United States
  • Pdcip, Llc
    Principal & Founder
    Pdcip, Llc 2019 - Present
    Menlo Park, Ca
    I founded a consulting firm that provides strategic planning, operational optimization, and intellectual property management for small and mid-sized businesses. I’ve driven significant revenue and EBITDA growth, protected and monetized intellectual property assets and offered strategic guidance during challenging times. Some of my selected projects: • Advised CD Metals for three years, negotiating its sale after supporting a 211% EBITDA increase and 51% revenue rise. Developed a tool that saved the CEO hours weekly and managed volatile commodity pricing during COVID. • As CEO of The SITA Foundation, developed technology to combat domestic violence and campus assaults. Secured strategic global partners and support from major firms like Goldman Sachs, FTI Consulting, and DLA Piper. • In an advisory role at Vector Services, supported the division head with business challenges and improved team communication, leading to a 64% revenue increase in one year.
  • Cxore
    Cxo
    Cxore Jan 2024 - Present
    San Francisco Bay Area
    CxORE offers flexible and scalable access to executive leaders (CxOs) and comprehensive support services. Our CxOs provide cross-functional expertise along with role-specific depth, while our Support Services encompass a wide range of operational and business solutions. Engagements feature a CxO led cross-functional team, ensuring seamless integration into organizations and an immediate increase in capacity and capabilities to address critical challenges, initiatives, transitions, and transformations.
  • R&S Garage Doors
    President & Ceo
    R&S Garage Doors 2017 - 2019
    San Leandro, Ca
    As CEO, I led the family-owned business through complex transitions, managing contentious relationships among family members and non-family shareholders. I oversaw 10-15 direct reports and represented shareholder interests in 21 related businesses, totaling 450 employees. I assessed all 21 related businesses and proposed consolidating into 3 primary entities to leverage economies of scale, streamline operations and prevent competition between related businesses.Selected highlights include: • Led restructuring efforts by proposing the consolidation of 21 businesses into 3 primary entities, enhancing operational efficiency, and minimizing competition between related organizations. • Successfully renegotiated commission structures, achieving a 33% increase in EBITA. • Resolved potential legal disputes among minority shareholders by leveraging the company's brand for unity. • Identified $2.2M in savings through operational streamlining and optimized purchasing strategies. • Gained private equity interest, but pivoted to and successfully negotiated a management buy-out when the majority owner’s health started to decline, ensuring the family business's continuity and ongoing prosperity.
  • Shoe Care Innovations, Inc.
    President, Ceo & Founder
    Shoe Care Innovations, Inc. 2007 - 2017
    Menlo Park, Ca
    As a third-generation inventor and entrepreneur, I founded and grew a family business around SteriShoe®, a pioneering UV light shoe sanitizing product. From initial concept to global market expansion, I drove rapid growth, achieving over $10M in revenue and securing 20+ patents worldwide. Selected highlights include:• Navigated challenges such as counterfeit components and patent infringements, negotiating settlements and influencing policy changes on platforms like Amazon. • Successfully sold the IP to a competitor, after garnering endorsements from 1,000+ medical professionals.

Adam Ullman Skills

Product Development Intellectual Property Business Development Start Ups Entrepreneurship Marketing Strategy Strategic Planning E Commerce Retail Business Strategy Product Marketing Product Management Product Design Photography Brand Development Marketing Strategy Management Strategic Partnerships Business Planning Sales Management Manufacturing Mergers And Acquisitions Licensing Program Management Negotiation Online Marketing International Business Leadership Trademarks Problem Solving New Business Development Patents Competitive Analysis Market Planning Ip Audit Trademark Infringement Oem Management

Adam Ullman Education Details

Frequently Asked Questions about Adam Ullman

What company does Adam Ullman work for?

Adam Ullman works for Prosperity Advising- Business Advisory & Mediation Services

What is Adam Ullman's role at the current company?

Adam Ullman's current role is Company Owner.

What is Adam Ullman's email address?

Adam Ullman's email address is ad****@****ail.com

What schools did Adam Ullman attend?

Adam Ullman attended Unh School Of Law, University Of Colorado Boulder, Brandeis University.

What skills is Adam Ullman known for?

Adam Ullman has skills like Product Development, Intellectual Property, Business Development, Start Ups, Entrepreneurship, Marketing, Strategy, Strategic Planning, E Commerce, Retail, Business Strategy, Product Marketing.

Who are Adam Ullman's colleagues?

Adam Ullman's colleagues are Elizabeth Stolte, Lcsw, Kim Cotter Fuchs, Chloe Hamman, Mandi Black, Josh Horn, Pannell Sharon, Deanna Townley.

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