The Quincy Group consists of highly experienced, mature group of former business owners or executives who can help you with your business' merger or acquisition, strategic planning, and operations management.*We have experts in mergers & acquisitions, sales, marketing, accounting, finance, and operations management*We can walk you through the step-by-step process of defining an exit strategy and putting your business on the market.*We specialize in mergers and acquisitions of companies with revenue of five million dollars and under.*Our processes and professionalism are commensurate with large national brokerage concerns that handle multi-million dollar transactions worldwide.

• Participated in ongoing strategic planning with Principals who implemented my recommendations.• Reviewed and updated all accounting records and software from 2004 to 2007 for two locations.• Implemented accounting and financial internal controls.• Initiated and negotiated a new banking relationship that established a credit line at prime plus .5%• Negotiated financing terms for equipment purchases. Halted cash spending on most non-essential expenditures to initiate the business restructuring. This included staff reductions that represented the intellectual capital costs.

• Returned to previous position at the request of senior management.• Implemented previous financial controls and reporting for turnaround mode for three divisions.• Directed the Company's financial planning, accounting practices as well as its relationship with lending institutions, shareholders, and the financial community.• Improved profitability by 580% and divested one division.• Negotiated financing terms for equipment, credit line and subordinated debt with asset based lenders.• Reviewed and analyzed financing contracts for accuracy and compliance to prevent future penalty costs or covenant violations.• Successfully appealed the personal property tax assessment and reduced taxes $60,000 annually.• Established due diligence criteria for merger or acquisition targets, and analyzed the target’s data.

• Directed the Company’s financial planning, accounting practices, human resources, and banking relationships in partnership with the Board of Trustees. • Analyzed the feasibility of (grant) contracts, business unit acquisitions and divestitures for profitability and disability ratio.• Negotiated a new banking relationship that established a credit line at 2.25% below prime rate, and thereby reducing interest costs by 50%.• Focused on increasing working capital by reducing past due (over 60 days) accounts receivable from 25% to 6% in six months without significant write-offs.• Stabilized cash flow by halting spending on all non-essential expenditures to initiate the business restructuring.• Responsible for budgets of eight business units.• Implemented additional financial controls to improve the quality of financial reporting.

• Directed the Company's financial planning, accounting practices as well as its relationship with lending institutions, shareholders, and the financial community.• Member of management team that increased the business’ appraised value by approximately 54% in 3 years prior to sale.• Analyzed capital equipment, capital (building) improvement, and cost center acquisitions that included net investment, timing of purchase, lease versus buy, and sale-leaseback decisions.• Completed a derivative swap (cash-flow hedge) on a LIBOR floating rate term loan.• Negotiated a credit line increase with a rate reduction from 2.5% to 1/8% over the federal prime rate.• Analyzed and implemented a 401k profit sharing defined contribution plan.• Responsible for budgets of eight cost centers. • Implemented the Human Resource department.