P Squared Advisors is a consulting firm that provides expert guidance to real estate, homebuilding, and ESOP clients. Services include fractional CFO, capital advisory, and management consulting services. We leverage our industry knowledge from deep experience in homebuilding, real estate, and private equity to optimize strategies and drive sustainable growth.

• Identified market opportunities and lead the launch of HHS Residential, a commercial general contractor for turnkey build-to-rent single-family homes• Grew HHS Residential from the ground up to over 3,000 units in the pipeline in under 2 years by securing partnerships with large PE firms

Highland Homes is top 25 homebuilder with over $2B in revenue. Led accounting, finance, technology, and new business development functions during a period of rapid expansion. Advise senior leadership on corporate strategy, short-term business development, and long-term growth opportunities. Developed overall corporate governance structure with the Board of Directors and led presentations to the Board.Accounting & Finance• Enabled company growth from 2,000 to 4,000 units per year by leading the hiring process to expand accounting and finance functions to handle more complex financial transactions, better reporting, and higher-quality accounting procedures• Sourced $500M in secured debt financing, increased bilateral credit facilities from $600M to $1B+, and transitioned the company from secured financing to $800M unsecured syndication• Implemented improved financial reporting processes and quarterly cross-functional business reviews• Managed relationships with external auditors from a Big 4 accounting firmCorporate Strategy & New Business Development• Led the sale of the company from founders to employee stock ownership program, leading to improved employee performance and retention rates post-transaction• Identified market opportunities and led the launch of HHS Residential, a commercial general contractor for turnkey build-to-rent single-family homes• Developed company governance structure for the Board of Directors to ensure the proper oversight of company managementTechnology & Process Optimization• Led implementation of mobile hardware, cloud-based servers, construction management system, upgraded technology infrastructure, and cybersecurity improvements.• Converted Excel-based planning and budgeting system to Oracle, lowering budgeting cycle time by multiple months• Lead the technology team to develop a robust security posture to protect the company from cyber threats

Key Accomplishments:- Improved overall close process to increase internal controls while reducing overall close timing.- Created FP&A function to improve business analytics and insight and improved budgeting and forecasting.

Led financial planning and analysis team and advised on strategic planning for a global investment firm's holding company and management company. Prepared and analyzed financial statements for leadership.• Developed investor relationship deck for inventors in the holding company• Developed model used to analyze changes in company structure, new business opportunities, and return profiles for investors; created accounting operations and KPI dashboards, resulting in more efficient accounting review• Implemented IBM TM1 budgeting and forecasting system; created processes to manage increased complexity

Conducted investment analysis for mergers and new club development, annual strategic planning, budgeting, and forecasting. Prepared financial reporting for Board, management, and PE owners. Ensured regulatory compliance with GAAP and tax laws. Received company Rising Star Award. Developed and rolled out benchmarking and strategic planning tools.• Executed operational efficiency plans that saved ~20% on operating expenses• Implemented BPC (SAP) financial reporting and analysis software; designed new budgeting and forecasting system

Led audit engagements for clients in real estate, industrial products, consumer products, retail, and private equity, including Lone Star Opportunity Funds/Hudson Advisors, Trinity Industries, Pilgrim’s Pride, Tyson Foods, and Walmart.• Developed audit plans, evaluated accounting operations, and coordinated fieldwork• Recruited, hired, trained, and mentored new staff accountants; conducted performance reviews