As a Senior Consultant I provide management consulting services including strategic planning, c-level executive recruiting, management ad ownership succession planning, generation transitioning and CEO round-table facilitation.

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Next Steps Consulting is a specialty family business consulting team focused on helping family and closely held businesses in the Dallas, Texas metroplex to work through the challenges that are unique to them. Our family business consultants remain the premier service providers in the Dallas, TX area. We approach our consulting projects by working closely with our family clients, both active and passive stakeholders, as well as key non-family management team members. Our highly personalized services are designed to meet the needs of each family business, regardless of size, industry, number of employees, or location.

Formed and operated management and financial consulting business. Projects include: (1) developed new market for former employer: formulating strategy, developing business plan, recruiting personnel for management team, setting priorities and policies, preparing budgets and cash flows, authorizing capital expenditures, securing and fostering supplier and customer relationships, procurement of land, securing permits, facility construction, and assimilating resources, (2) merger and acquisition analysis and negotiations, (3) feasibility study for relocating manufacturing plant from NC to Midwest, Southwest or developing maquiladora plant in Mexico, (4) international manufacturing study and analysis of market potential in global markets, (5) global technology transfer involving licensed proprietary gene marker technology, (6) numerous franchising feasibility studies with companies including a personal fitness company, a pie company, a running shoe company, an internet business and a moving company.

SafePact is a cloud based Home Improvement Management Service designed to help Homeowners and Contractors manage Home Improvement Projects more easily and efficiently. SafePact provides online tools to facilitate communication and documentation to ensure better experiences.

Brought into organization to assist founder to profitably grow company into a regional superpower. Complete analysis of company’s historic performance and customer base to determine potential profit opportunities. Crafted strategic plan to grow company from $11M in revenue to $22M over three years through a combination of organic growth and strategic acquisitions. Doubled EBITDA in two years. Instrumental in implementing systems and procedures to track projects, tighten cost controls, and refine bidding procedures. Implemented a Quality Management Program that received NAHB quality certification as the first drywall company in the five-state area and one of only 8 nationally. Developed and implemented a highly focused marketing plan.

Coordinated finance function for business incubator involved in developing business concepts from conceptual phase, through the ideation session, on through management team assembly, business plan formation and capital funding. Led finance team executives working in a virtual mode on seven separate startup ventures creating all of the proforma financial projections, sensitivity analysis, capital structure recommendations and contract analysis/negotiations.

Provided critical leadership to existing management team to execute a MBO of 40 unit premium ice cream chain franchisor with operations in 5 states from founder. Established strategic direction to advance company to next level including formulating a business and financial strategy to gain critical mass and profitability. Company over 60 units at YE 2004. Lead role in raising capital and reorganization of capital structure. Implemented systems, processes, procedures and controls to track new franchisees from prospect through to on-going operation and revenue stream implementation. Assessed existing management and implemented necessary personnel changes to establish a management team with commonality of vision and focus on business unit objectives. Guided venture through quick harvest with a 15 fold return on investment in 16 months for CEO.

Restructured manufacturing and field operations for building component manufacturer and constructed over 1,050 apartment units per year. Company competency lies in multi-family housing and light commercial markets. Set strategic direction, formulated business strategy, prepared budgets and cash flows, streamlined operations to bolster company with three years of flat sales and earnings to a 133% increase in revenues going from $4.05M to over $9.44M and a 372% increase in EBITDA. Established systems, processes, procedures and controls to measure and improve asset utilization and make responsible decisions to more effectively utilize the asset base. Diversified revenue base to reduce cyclicality of earnings. Updated IT infrastructure to improve information utilization, documentation, and communication.

Founded private placement venture as new marketplace competitor for this $2B per year transportation and agribusiness company with 10,000 employees. Interfaced with investment bankers, venture capitalists, and other potential investors, efforts were orchestrated (nationwide) by Merrill Lynch Investment Banking Group. Began as CEO and 1st employee to start-up company, which later merged into above entity after deciding to keep in-house. Focused on critical issues surrounding creation, structure and startup of new business enterprise to produce one shift of raw material for food processor’s new plant.• Direct P&L responsibility for managing ongoing operation in four states that developed to 950 employees at over 200 separate operations.• Spearheaded purchasing over 200 building sites encompassing 35,000 acres, coordinating infrastructure and building contracts, developing production operations and coordinating development of integrated production project with $350M in hard assets in two and one-half years.• In less than three years, advanced corporation from new competitor (start-up) to seventh largest in domestic market segment with $240M in sales and $30M in profits.• Managed logistics/supply chain that transported over 1.6B lbs. of raw materials through production process, and 560M lbs. of finished product through supply chain. Rapid growth, technology adoption leader, massive scale, and industry recognized low cost producer, differentiated this integrated model from anyone else in industry.

Led strategic planning, market analysis, development of new business division, first outside North Carolina for company, to pursue sales and construction of Midwest building, equipment and precast concrete flooring market (US market leader in all three areas.) Coordinated efforts with state, regional and local business leaders to locate new, precast concrete manufacturing plant in Iowa. Led from 1st employee startup to 135 employees with manufacturing plant, sales force covering seven states and management of ongoing construction projects in three states within two years. Annual sales of $30M and profits of $5M.

P&L responsibility for ongoing operations in NC and VA with $11M operating budget and 58 employees. Coordinated establishing and implementing expansion strategy that doubled company’s production and reduced cost of production by 10%. Instrumental in securing a $6.25M financing package. Integral role in moving small, sleepy company into a viable competitor. Reported to CEO of parent company.