Valence was founded to provide experienced professionals a path to executive ownership through the acquisition of a small business.

Built and managed dynamic financial models to forecast cash flows, profitability, and return for more than 120 real estate transactions totaling over $80mm in volume.Increased profitability of a key asset class in fund's portfolio by over 36%; leveraged reports of past performance and models of future performance to make strategic changes to structure and timing of deals; trained sales force on deal changes to improve client communication and understanding.Performed all finance and accounting responsibilities for a commercial real estate investment fund and four other related entities, including preparation and analysis of financial statements, delivery of performance reports to investors and stakeholders, budgeting and forecasting, and tax preparation in conjunction with a third-party CPA firm.

Matched a 35% sales increase between 2020 and 2021 with only a 4% increase in total cost of goods and a 13% decrease in SG&A by streamlining labor intensive processes, minimizing waste and spoilage, improving the price of materials through strategic sourcing, and emphasizing a cost-conscious culture.Collaborated with quality assurance department to design, build, and execute processes for quality management; achieved highest possible quality rating in first year of certification.Began as a bookkeeper and, over a period of 9 months, assumed responsibility for all finance/accounting, operations, supply chain, inventory, production, and human resources.

Synthesized insights from interviews of key personnel into a report to senior management containing 20+ operations recommendations for company's fastest growing business segment.