Alan Zeffer Email & Phone Number

Milwaukee, Wisconsin, Us

Why does StraightForward serve businesses so well?Because business owners - and their employees - deserve professional attention to their unique needs. The typical firm often doesn't understand that - they fit you to them. StraightForward works with you to find solutions, as a team.

Milwaukee, Wisconsin, Us

StraightForward Financial Insights, LLC provides financial, accounting, operational and merger and acquisition advisory services to small and mid-sized companies. Additionally, we offer fractional CFO and COO services to businesses. SFFI helps businesses build value, optimize income and achieve retirement goals.

West Bend, Wi, Us

PRINT SOLUTIONS TO FIT YOUR NEEDSMany printers have moved to digital printing only, but there are advantages to each printing technology. That’s why we offer you options to fit the most custom or unique specifications. If you want to print it, we’ll find a way to do it.

Provide BioBarrier inc. with advisory services ranging from manufacturing operations, distribution systems, logistics, sales and capital raising. BioBarrier, Inc. has developed several advanced technologies for the medical device market.

MERCHANT & INVESTMENT BANKINGThe Armand Group is a private merchant bank styled in the European tradition. We are seasoned individuals providing financial advisory services to select middle market companies in the United States and Europe. Many of these companies have been clients of the firm for years.From time to time the firm and its partners will participate in the ownership of companies where we believe our strategic involvement at the board level will lead to a significant increase in value. In recent years these merchant banking activities have gained prominence and now account for approximately half of our time.Through our many institutional relationships, both domestically and abroad, we are able to structure and execute transactions ranging from simple financing to complex cross-border M&A assignments in an effective and timely manner.

Financial Gravity Holdings, Inc. provides integrated financial, business and tax advice to its clients.

Financial Gravity Holdings, Inc. provides integrated business, financial and tax advice to its clients.

The Frisco Education Foundation provides financial resources to maximize student potential in the Frisco Independent School District through educational programs, student scholarships, and grants for innovative educators.

EFA provides call center services, customer service, creditor relations, settlement services, and accounting. All of this is supported in a blended service center handling large volume of document processing and other administrative work for sales organizations, service organizations and law firms seeking caring professionals, state-of-the-art platforms and premium service.

Led the US-based business operations for the investment bank’s portfolio of investments with full responsibility for profitability and cash flow. Led the development and execution of strategic initiatives for all business units.Preciball USA, Inc. – Portfolio Company – Managed the development and launch for this US-based distribution center, the company’s Belgium-based market share leader in the billiard and industrial markets, as cited above.Armand Billiards Group – Portfolio Company – Led several strategic growth initiatives within the company and directed its divestiture. Relocated all manufacturing processes from the US to South East Asia leading to a significant increase in Gross Margin.

Led the strategic direction for this NASDAQ listed manufacturer and distributor of medical devices with full P&L responsibility. Teamed with key company executives and Board of Directors to develop and execute vision, strategies and tactical plans.Led the adoption of Lean Manufacturing processes, developed and executed a global sourcing strategy; led a core team of logistics, purchasing and financial managers in developing and implementing a progressive supplier strategy throughout Southeast Asia and China.

Led the merger, acquisition and capital raising operations. Provided expert advice to firms and individuals seeking to grow by acquisition.Drove more than 20 M&A transactions, 60+ in all for both QUEST and SYBRON; accessed a variety of leading corporate, financial, and legal contacts to facilitate those transactions.

Held total responsibility for worldwide asset and liability management for this $1 billion NYSE company. Full accountability for managing the capital structure, acquisitions, financial planning and analysis, risk management and banking relationships.