Boutique strategic consulting firm, providing a range of operational, financial, and planning services, as well as executive coaching and succession planning.• Strategic guidance for Pli-Dek, LLC in the area areas of business development and operational efficiencies to drive ongoing organic growth. • Financial planning and support for both corporate and nonprofit entities; transactions include commercial land purchases, building acquisitions, and stock repurchases/ownership buyouts.• Executive coaching in the areas of leadership transition, asset management/protection, and ownership transfer/refinancing.

Pli-Dek is the country’s leading provider of waterproof deck coatings for residential and commercial applications. National clients include Shea Homes, Irvine Company, Pardee Homes, and KTGY Architecture + Planning.Revenue Generation and Diversification:● Diversified the company’s sales channels and customer base, with customer retention levels consistently exceeding 90%.● Implemented an agile management process that generated 50% revenue growth and doubled EBITDA over 3 years.● Created and implemented an architectural sales program, which generated statewide specifications in the multifamily sector.Mergers and Acquisitions:● In 2018, sold Pli-Dek to one of the world’s most well-respected private equity firms.● Led succession planning efforts, ensuring a smooth transition following exit from the company. Staff Management and Engagement:● Scaled staffing 10x, and successfully hired industry veterans and technical experts.● Coached, mentored, and provided professional development opportunities to the management team. ● Launched and supported the company’s corporate social responsibility (CSR) initiatives, including employee volunteer hours and financial resources to local non-profit organizations, such as the Children’s Hospital of Orange County Oncology floor and the Community Food Pantry of Murrieta.Business Operations and Technology:● While completing a highly successful M&A, simultaneously launched a strategic distribution migration/diversification plan. ● Evolved from an exclusive distribution model to a limited distribution model, driving 60+ locations in more than 15 states.● Built out comprehensive IT platforms to enhance management, operations, marketing and financial reporting.Marketing and Outreach:● Initiated corporate rebrand to better align with the company’s 70% market share.● Broadened marketing reach through a robust digital lead platform.