Overseeing the operations for a specialty business brokerage. Transforming operations to ensure sustained performance excellence for years to come.

Successful evolution is a mandate for any organism (read organization) to flourish. Evolving does not have to be slow, but it does have to be purposeful, pragmatic and ongoing – if an organization can improve just ½ of 1% per day, it can see a 6x improvement in efficiency or profitability in a year. • Providing unbiased views of an organization’s present state• Maintaining proper orientation toward useful and meaningful P&L and Balance sheet positions• Creation of proper measurements of performance to expectations• Implementation of financial and operational controls that are effective and appropriate• Connecting with customers in a meaningful way• Identification of opportunities and stepping stones• Communication of vision and expectations to all stakeholdersEach of these are difficult on their own and as a whole feel insurmountable, but with consistent and iterative improvement- together, we can get to where you want to be.

SCOPE: Commissioned to oversee this business during the principal investor’s attempts to secure financing. Initiated multiple process improvements, loss prevention strategies, performed market analysis, developed investment structure (for potential lenders), and prepared legal and accounting documentation. Reduced overhead 30% and recapitalized debt while restructuring financing. These efforts established the foundation for investors to present when attempting to attract financing. Multiple forward thinking initiatives were achieved; • Strategic Planning: The Company had an entrenched competitor base comprised mostly of foreign import companies. Built lean manufacturing processes designed at the lowest costs, formulated product testing parameters, and data aggregation. Developed relationships with existing distributers and garnered new relationships. These efforts established US credibility for the primary product line. • Scalability: In an ongoing effort to keep costs low and bolster margins, maintained constant vigilance with regard to design, tooling, and tasking of manufacturing to allow for the greatest flow and scalability. Enhanced two manufacturing facilities while managing international suppliers and ensuring regulatory compliance. This maintained lower overhead costs (40% below expectations) and established a scalable operation. • Sales Development: Company needed to secure additional sales in an effort to continue reputation and product acceptance. Personally approached, presented, and secured specialized distributors. These distributors supplemented the sales flow during the Company’s efforts to restructure and attract investors.

• Expansion and Scalability: The Company had experienced dramatic growth and expansion was necessary to accommodate. During the strategic planning phase, developed a centralization strategy and adjusted policies and procedures; established employee management processes, redesigned incentive compensation plan, sales reporting, and accounting systems. Once achieved, consolidated vendor relationships and installed a new ERP system. These efforts leveraged economies of scale and established the infrastructure for continued growth at minimal costs. • Sales Operations Realignment: An antiquated accounting system could not support a growing business and incentives needed to be contemporized. Restructured sales charting and operating metrics; aligning revenue and profit by product line and branch. This led to an evolution in culture as employees became focused on profitability. Within 6 months, these efforts led to best practices across the organization. • Revenue Diversification: Demand for existing products outstripped capacity. Recognized the need to diversify the product portfolio to capitalize on surging demand. Branded through communications, led, mentored, and managed each department leader. Researched, identified, and secured new products, created marketing materials, pricing strategies, led training and launched within 90 days. These efforts achieved the desired diversification within 6 months and accommodated the increased in sales.

• ESOP: Company stakeholders wanted to capitalize on their success and sell a portion of the business. Researched leveraged buyout, Private Equity, and Employee Stock Ownership Plan (ESOP) options. Recommended ESOP as having the least impact on controls and employee base. This achieved the objective and evolved the culture due to the common ownership. • Safety: Despite a good safety record, insurance rates were continually rising. Designed and implemented a safety and drug free policy where improvement was rewarded with incentive. Structured and documented procedures; drug testing, workplace accident reporting, and recruited, hired, and on-boarded a safety specialist. Within 6 months, nearly eliminated reported injuries. This became a standard operating procedure (SOP) implemented in the operations of all facilities that year.

• Expansion Management: In an effort to expand footprint, market penetration, and profit, began an initiative to identify, negotiate, and secure an additional location. Designed and managed the build out, led inventory selection, negotiated discounts and consignment goods from existing vendors. Oversaw fixture design and store layout, media, and campaign planning. These efforts expanded retail operations and generated a 30% increase in revenues with no cannibalization of the existing customer base.