Chris Barton Email & Phone Number

Dallas, Texas, Us

Venturity provides CFO Advisory and Accounting services including interim/fractional CFO’s, Financial Planning & Analysis, M&A Support, interim/fractional Controllers, end-to-end monthly accounting, audit readiness, compliance reporting, and process optimization.

Irving, Tx, Us

National Holiday Decor/ Lighting Franchisor (250 franchisees) and Product developer/distributor• CFO – oversee accounting/finance/legal o Private Equity: sell-side due diligence o ERP Conversion: NetSuite to Acumatica o Audit o Company firsts:  Monthly financial reporting package for executive team  3-stmt budget model for implementation of 2024 budget  13-week cash flow forecast; updated weekly o Reduced monthly close from 15 days (no reporting) to 10 days with 30-page financial analysis report o Created playbooks (policies/procedures) for general accounting, accounts payable, purchase order mgmt. o Created/implemented controls for company credit cards, vendor payment process, expense reports, etc.• COO – oversee warehouse operations and logistics o Manage overseas product vendor relationships, oversee Purchase Order process, payments, shipments o 60k sq ft warehouse, team of 15, receiving product from overseas and shipping to customers domestically o Improved process of picking/crating/quality assurance/shipping procedures to improve performance o Raised standards and expectations for staff, implemented escalation procedure for policy violations, resulting in upgrade of personnel in several positions o Manage tenant on sub-lease, billing, utilities/Opex cost recovery, lease extension

Oak Brook, Illinois, Us

E78 Partners is a Private Equity focused management consulting firm that supports business leaders to make better, data-driven decisions as they navigate through growth, pivots, and change.• CFO/FP&A Advisory - private companies in multiple industries, start-ups to $900 million annually• Healthcare – PE Owned, MSO, multi-location, Buy-and-buildo Integration / full-cycle accounting / financial reporting and analysis / process development / audit prepo Developed payroll model including 20+ compensation agreements, bonus plans, etc. Reduced process time from 5 days to 1 day, eliminated errors through integrated check calcs• E-commerce - Online job placemento Client closed 11 acquisitions in previous 12 months. Enterprise-wide financial operations and technology assessment including systems, processes, and integration improvements• Auto Auction – PE Owned, 46 locations, Buy-and-Buildo Overhaul Existing Monthly Reporting model and process Reduced process time from 8 days to half of one day, and worksheets from 300 to 100 Data consolidated and cleaned through Power Query, sourced from 3 different accounting systems Cleaned and formatted final output financial statementso Annual budget process – build input templates and budget model, iteration reporting, input, KPI’s• Solar Energy Systems company – Turnaround situationo Strategic Planning, 13-week cash flow forecast modelo Financial model reflecting YTD Actuals, remainder of year forecast, revenue forecast, revenue/expense drivers, multiple scenarios, recommendations for expense reductions

Dallas, Tx, Us

CFO Advisory Services firm; turnarounds, restructuring, interim/fractional CFO engagements and raising capitalMANAGING DIRECTOR• Provide strategic financial guidance to companies experiencing “bad” stress: negative cash flow, debt restructuring, turnarounds, etc. or “good” stress: high growth, capital needs, new products/services, etc.• PROFESSIONAL SERVICES CLIENT o strategic planning for multiple revenue/business models within firm o 13-week cash flow forecast and budget o $150 million credit facility - management, covenant reporting, work with non-bank lender o accounting system conversion, hired Controller and accounting staff; implemented internal controls o process improvements resulting in $50k/yr productivity return o refinance bank loan o 10-yr account reconciliation and clean-up; implemented multiple accounting methodology b changes o worked with auditor to successful completion of company’s first ever financial statement review• IT SERVICES CLIENT o Private Equity acquisition advisory; worked with client and PE group to structure equity investment o consolidate/refinance multiple loans and enhance bank reporting• IT SERVICES CLIENT o turnaround including development of management reporting/analysis, breakeven analysis, overall financial strategy o debt restructuring, interim financing, bank relationship workout, capital raise, daily cash flow management• E-COMMERCE CLIENT o develop rolling budget and 13-week cash flow forecast o review accounting policies, develop financial reporting and product costing analysis• PRODUCT DISTRIBUTION CLIENT o refinance term loan and line of credit through non-bank lenders o workout with bank; bank covenant and borrowing base reporting o 13-week cash flow forecasting

Private-equity owned, international sports nutrition and supplements companyResponsible for financial reporting/analysis, accounting, payroll, cash management, inventory• Dynamics NAV ERP: worked closely with IT and Operations to improve system• Daily support of private-equity group requests for analysis and reporting• Implemented controls, procedures and policies in accounting area previously non-existent• Heavy inventory analysis to clean up previously broken process and inaccurate inventory valuation

Restaurant group with two concepts • Responsible for accounting, finance, cash management, bank relationships, financial reporting, payroll, purchasing, budgeting, tax, IT, legal, risk management, and Human Resources • Set company strategic goals/direction with CEO/Owner • Grew from five restaurants to eight, added a new concept for additional growth, overall revenue increased 25%, restaurant profits increased 100% • Managed financing, opening/operating budgets, new-construction subcontractor payouts • Developed/implemented financial reporting structure – financial statements, analysis, trend reporting, theoretical vs actual costing • Operations/Capital Budgeting – Created annual budget process including budget spreadsheets. Budgets accounted for asset acquisition planning, new restaurant openings, purchasing existing restaurants for conversion, working capital. • Full accounting and financial reporting/analysis responsibilities utilizing Compeat Accounting system • Establish/document accounting policies and procedures that were previously non-existent • Reduced monthly close process from 15 days to five days • Set up/manage theoretical costing system to manage food and liquor costs • Successfully transitioned accounting system from Dynamics GP to Compeat • Overhauled Dynamics GP/FRx accounting/reporting system including: • transition to one common chart of accounts (from 5 different ones) • developed monthly reporting/analysis book for all restaurants and corporate office • Manage all tax processes for 15 separate legal entities including Limited Partnerships, General Partnerships, S Corps and LLC's • Legal – site leases, equipment leases, vendor issues, defense of employee, forensic analysis and reporting on employee embezzlement case • Risk Management – managed liability insurance

Lakewood, Colorado, Us

Alphagraphics is a business-to-business international print/copy franchise network providing printed marketing communications solutions through a variety of products and services utilizing the latest technology in offset and digital printing. • Responsible for all aspects of the business including operations management, sales management, finance/accounting, marketing, human resources, IT, legal • Achieved “Silver Circle” status reaching sales over $1 million annually, started business from zero sales • Achieved ISO 9001 (Quality Management System) certification in first year of program • Served as DFW Co-op President for three years negotiating annual price reductions in equipment servicing for approximately 20 locations, coordinating regional marketing initiatives and working to bring the individual owners together to work as a group • Elected to AlphaGraphics Network Leadership Council Representative by fellow franchisees. Worked with Franchisor on strategic planning, new products/services and marketing programs.

West Hartford, Us

BUSINESS DEVELOPMENT – WIRELESS INDUSTRY GROUP• Uncovered new business opportunities with paging industry customers in the areas of IT outsourcing and billing system development through meetings with customer C-level executivesDIVISION CONTROLLER – WIRELESS INDUSTRY GROUP• Responsible for accounting, finance and new business valuation and profitability analysis for $100 million division; managed team of 15 accountants and analystsNEW BUSINESS PROJECT COSTING – TELECOMMUNICATIONS INDUSTRY GROUP• Responsible for financial modeling of new business projects ranging from $5 million to $100 millionFINANCIAL ANALYST – COMMUNICATIONS SERVICES DIVISION• Financial analysis, accounting, monthly close, financial reporting

Bba, Marketing

Mba, Finance