As a Franchise Business Coach, I develop and maintain strong relationships with my franchise business owners. I train franchisees on the Aire Serv 10 Steps to World Class Customer Service, support franchisees understanding various financials tools, and examine and advise them on their Profit & Loss Statements, Balance Sheet and Cash Flow Statements. Additionally, I am the communication and coordination hub between the home office and my franchisees to include enforcing franchise compliance which ensures that my franchise owners are following our franchisor's rules in the spirit of our franchise agreement. I also analyze performance data used to track franchisee performance and identify areas for improvement. Ultimately, I support my franchisees by motivating and coaching them to their full profit potential in an ethical manner.

Provided Operational and Training Support for LINE-X Franchised Stores for the Northeast United States Region including PA, NJ, NY, RI, CT, MA, NH, VT and ME. Performed evaluations centered upon sales mix, operations, facilities, people and P&L Management. Maintained brand standards and contact management with CRM Salesforce, NetSuite, Tableau tools.

Client liaison charged with growing investor base by educating prospective accredited investor clients about company real estate investments including 1031 Exchange-like tax deferral program (Installment Exchange).• Increased client investments into Portfolio Fund (private placement) by 161% in 75 days to $1.3M by aggressive call, email, SMS text campaigns and objection response handling• Communicated with investors throughout investing process from initial HubSpot CRM entry, risk mitigation practices, compliance accrediting, DocuSign application, wire transfer funding to follow-on subsequent investments into our private placement offerings

With a focus on streamlining processes, I directed all business operations for the organization including scheduling, billing, estimating, training, and customer service.• Managed seasonality of business and multiple service types including window cleaning, pressure washing, gutter cleaning, house/roof washing and chandelier cleaning• Revamped job estimating system to use updated methods including square foot pricing, Google Earth and real estate records in lieu of in-person visits • Improved website with proper key wording and optimization to attract more customer views• Improved social media and online review presence including Facebook, Instagram, Home Advisor• Implemented standardized quoting and estimate language to allow up-sell opportunities while protecting profitability with proper add-on and exception language

Developed key relationships with equity and funding partners to secure funding for residential property development in PA and NJ. Oversaw legal operating agreements, funding, profitability and accounting.• Increased partnership profitability by targeting lending banks and other funding partners with the ability to fund larger projects• Acquired larger parcels with tear-down buildings in areas showing signs of being the next emerging neighborhoods in Philadelphia to support increased development• Developed 16 townhome units to increase partnership profitability by over 413% in 2 ½ years• Obtained adequate acquisition and development financing through VGB, PNC, NatPenn and Hard Money Lenders

NOTE: Jackson Hewitt is in the RETAIL Tax Industry much like H&R Block. I am NOT an accountant and we neither hired nor managed accountants. In fact, we often hired and trained teams from the ground up as large as 30+ in an office. Our business was heavily dependent upon offering Refund Anticipation Loans as part of the tax preparation process and thus required training very different from basic accounting.------------------------------------------------------------------------------------------------------------Provided operational leadership for merged 65-office franchise in NJ, PA, DE, and FL. Directed operations including Call Center Manager, Training Manager and 9 Area Managers (at peak). Responsible for aggressive office expansion in underserved market areas in addition to marketing, hiring and tax school. Spearheaded development of cloud-based staffing, time card, learning delivery (LMS), compliance and HR system to help our company manage employee screening, onboarding and training.• Boosted top line revenues to $8.3MM at peak and expanded profit margins from -1.2% to 15.3% • Successfully grew operation to 6th largest franchise in the United States• Opened #1 new office in NE Region outranking 79 new offices and maintained the #1 slot for 3 years• Developed ATM check cashing training and incentive program resulting in $7MM cashed volume• Served on Franchise Advisory Council steering committee to merge independent franchise association with advisory council as well as negotiate new franchise agreement with franchisor• Sold off non-core areas and closed under-performing offices as economy waned