Chief Executive Officer
CurrentLed a team of 9 direct reports with the mission of giving entrepreneurs a competitive advantage throughout the sale of their businesses by elevating their business acumen, streamlining their operations, driving revenue while reducing costs, and improving EBITDA.➛ Develop close advisory relationships with business owners over 12 months, shifting mindsets from lean operations to cash-positive strategies.➛ Conduct an in-depth evaluation of the firm’s financial health to increase profitability, reduce costs, and build strategies to sell the business.➛ Establish working capital targets that combine AR, inventory, and cash assets to develop a ramp for post-sale operations.➛ Hire CFOs to establish and review financial projections, budgets, and realistic revenue targets that stand up to due diligence scrutiny.➛ Evaluate staff and identify deficiencies in operations, management, finance, accounting, HR, and sales. ➛ Develop recommendations to right-size teams, including promotions, professional development, and reductions in force.➛ Analyze compensation models, including executive compensation, sales commissions, and exempt and non-exempt front-line workers.➛ Review policies and procedures to ensure compliance across the organization and streamline operations.➛ Create the Confidential Information Memorandum (CIM) and approach a select list of confidential Buyers.➛ Field competitive $MM offers for the businesses, secure non-disclosure agreements (NDAs), negotiate contracts, and close deals with a comprehensive Letter of Intent (LOI).➛ Manage the due diligence process and address any potential concerns while guaranteeing that clients can maintain profitable business operations throughout the process.➛ Review all final closing documentation, contracts, and financial information.➛ Completed the first majority recapitalization of an autism agency in the United States, facilitating the sale of 70% of Pacific Child & Family Associates to Great Point Partners (PEG).
