John Walpuck

John Walpuck Email and Phone Number

Private Investor | Executive Advisor | Contract CFO @ Palmyra Advisors
John Walpuck's Location
Laguna Beach, California, United States, United States
John Walpuck's Contact Details
About John Walpuck

Accomplished, collaborative, finance executive with 20+ years of demonstrated results supporting the objectives and needs of diverse public and private companies• 20+ years of executive-level experience supporting nano-cap and micro-cap companies through startup, early-stage, rapid growth, and reorganization phases—including working with 25+ Boards of Directors on organizational change, new market entry, acquisitions and integrations, and restructurings• C-level financial management skills including: leading/executing fundraising activities; managing financial operations and SEC reporting/compliance; completing balance sheet restructurings• Business development expertise including: building and rebuilding sales teams and sales structure; implementing new compensation plans, sales operations tools and processes; improving sales activity metrics and sales performance; turning around troubled and/or unprofitable client relationships• Additional strengths: ERP/CRM system selection and implementation; M&A due diligence and deal negotiation; operations management; post-acquisition integration; process improvement in diverse environments; regulatory compliance; risk management plans & programs; teambuilding/mentoring/coaching at all levels• Diverse industry experience includes: adtech/media monetization; agtech; cannabis; construction technology (contech); digital broadcasting; digital marketing; mobile/web applications and platforms; reality capture/drone services; security services; sports marketing; biotechnology; government contracting; manufacturing; online businesses; higher education; shipbuilding, and; telecommunications• Broad technology industry experience across a range of domains that include: content management; data centers; digital media; e-commerce; enterprise/security software; SaaS/PaaS offerings; virtualization/cloud• Taught undergraduate, graduate and Executive MBA courses in Corporate Finance, Advanced Financial Management, Mergers & Acquisitions, Financial Statement Analysis & Business Valuation, and other topics, at two major research universities (see Organizations section below for details)

John Walpuck's Current Company Details
Palmyra Advisors

Palmyra Advisors

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Private Investor | Executive Advisor | Contract CFO
John Walpuck Work Experience Details
  • Palmyra Advisors
    Private Investor, Executive Advisor, Consultant
    Palmyra Advisors 2022 - Present
    Laguna Beach, California, Us
    2002-2005, 2010-11, 2013-2014, 2022-PresentBoutique firm providing investment, executive advisory, financial and other services to a diverse base of clients.• Clients served in the following industries: adtech/media monetization; agtech; cannabis; construction technology ("contech"); digital broadcasting; digital marketing; digital signage; mobile applications; reality capture/drone services; security services; sports marketing; biotechnology; federal government agency; automotive dealerships; government contracting; manufacturing; online businesses; higher education; shipbuilding, and; telecommunications• Services include: agreement structures and forms; discovery processes; due diligence; financial forecasting, financial planning & analysis (FP&A); financial settlements; commercial insurance, risk management plans and programs; e-commerce platform implementation; financial statements; financings; human resources matters and compliance; internal controls; investments, Mergers & Acquisitions (M&A) and integrations; project management; sales management, sales commission plans, metrics, sales activities; Sarbanes Oxley (SOX 404); SEC reporting, SEC compliance; sourcing; systems implementations; vendor management• Provide coaching and mentoring to colleagues, friends and former employees regarding career development, investments and investors, start-up companies, dispute resolution, other matters (people development)• Systems experience includes: Fieldpoint Service Applications, Microsoft Dynamics GP (Great Plains), SalesPad, D-Tools, Microsoft Dynamics CRM, QuickBooks, Salesforce, Magento, NetSuite, DevExpress, SSRS, Zoho, Acumatica• Served as Instructor of Finance for two major universities, teaching undergraduate, graduate, and Executive MBA courses; created/taught new M&A course (see Organizations section below for details)
  • Dna Genetics
    Chief Financial Officer | Cannabis, Genetics Licensing, Operations, Compliance, Risk Management
    Dna Genetics Mar 2019 - Aug 2022
    Columbus, Nebraska, Us
    Private company licensing cannabis genetics and brands to partners in the US and abroad, and producing products for sale in California• Led comprehensive process to: prepare, have audited and reviewed 2017-2Q19 financial statements, and; develop a Form 2A listing statement to become a public company on the Canadian Stock Exchange • Additional responsibilities included: preparing annual/interim financial statements; leading a process to switch auditors, saving $100K+ in annual audit fees; supporting and facilitating licensing operations, wholesale/retail operations, building out an indoor multi-purpose facility in California, and regulatory compliance; creating and implementing a comprehensive cannabis risk management program, including the formation of an insurance captive saving $350K+ in annual cash expense• Additional details of cannabis industry experience available upon request
  • Creative Realities, Inc.
    Coo | Acquisitions, Integrations, Pmo, Erp Systems, Process Implementation, Digital Marketing, Cloud
    Creative Realities, Inc. 2014 - 2019
    Louisville, Ky, Us
  • Creative Realities, Inc.
    Chief Operating Officer, Chief Financial Officer | Financing, Restructuring, Exchange Up-Listings
    Creative Realities, Inc. 2014 - 2018
    Louisville, Ky, Us
    Public nano-cap company providing digital signage and digital-out-of-home technology solutions• Co-managed and/or supported: due diligence, closing and integration of four acquisitions; closing of a series of recapitalization financings; completion of OTC and Nasdaq exchange up-listings; organic and inorganic revenue growth from $7M to $30M+ • Led comprehensive process improvement and cloud-based ERP system implementation (accounting, ticketing, project management, inventory management, IT management, CRM, Quoting/System Design, more), 3rd party software integrations, workflow automation, cross-functional workstreams, digital transformation, financial and operational reporting enhancements/KPIs• Drove organizational realignment, integration, and operational restructuring initiative that resulted in significant improvement in financial results, achieving operating break-even for first time ever for three newly-merged companies; efforts included successfully reducing operating costs by ~50% ($6.2M annualized)• Led creation and management of sales operations team to: streamline sales opportunity and sales order processing; remove certain process and CRM/ERP system workload from sales execs, and; increase sales exec availability to focus on sales activities / selling• Worked with CEOs and SVPs, Sales to: revamp sales structure and team into a vertically-focused hunter-farmer model; re-define the sales funnel; reform sales commission and compensation plans, and; automate sales forecasts, sales activity and other sales reporting• Co-managed balance sheet restructuring of financial settlements, subsidiary dissolution, and achievement of convertible debt and preferred stock conversions—leading to transformation of balance sheet from negative $14M in tangible net worth to positive• CFO duties included responsibility for SEC filings, regulatory and financial compliance, risk management, human resources, and other matters
  • Alldigital, Inc.
    Coo, Cfo | Go Public, Sales, Client Service, Pmo, Software Platform, Solutions, Digital Broadcasting
    Alldigital, Inc. 2011 - 2013
    Tustin, Ca, Us
    Public nano-cap startup company providing digital broadcasting solutions• Led growth of startup company from $90,000 in revenue, seven employees, and three shareholders to publicly-traded entity (reverse IPO) with $4M in revenues, 24 employees, and 125+ shareholders• Expanded three key client relationships to encompass ~60% of total revenue; managed client service / account management team; managed operational design, build-out, and maintenance of profitable, multi-platform solutions; implemented CRM system• CFO duties included responsibility for all SEC filings, regulatory and financial compliance, development and implementation of a risk management/commercial insurance plan and program, human resources, etc.
  • Disaboom.Com
    Coo, Cfo | Go Public, Capital Raises, Start-Up, Restructuring, Online Business, Sec Reporting
    Disaboom.Com 2007 - 2010
    Greenwood Village, Co, Us
    Public nano-cap startup creating online community dedicated to people with disabilities• Worked with CEO to close four (including IPO) financings, raising $10M+ in startup capital• CFO duties included responsibility for all SEC filings, regulatory and financial compliance, implementation of all forms of commercial insurance to address liability/risk management, human resources, etc.• Served as Interim CEO for 12 months, directing the company’s restructuring in response to the 2008 financial crisis; reduced monthly cost structure by 70%
  • Nine Systems Corporation
    Senior Vice President, Cfo | Process Change, Sales Management, Company Sale/Exit, Cms, Digital Media
    Nine Systems Corporation 2005 - 2007
    Private micro-cap company providing digital media services• Worked with CEO and SVP of Sales to implement multiple process/CRM system changes to: support rapid growth phase; revamp sales operations (i.e., sales structure/team, sales funnel, commission structure / sales compensation, and sales activity metrics; improve client service, account management, and customer satisfaction, and; client contracting• Played key role in positioning company for successful exit, resulting in 800% increase in value; co-managed dual financing and potential company sale process with potential investors and partners, including roadshow presentations, sell-side and investor due diligence processes, and pro forma financial models with and without revenue and cost synergies• CFO duties included responsibility for financial reporting, management reporting, commercial insurance program, and related matters
  • Tecsec, Inc.
    Svp, Cfo | Strategic Partnerships, Raising Capital, Enterprise Software, Financial Accounting
    Tecsec, Inc. 2000 - 2002
    Grasonville, Maryland, Us
    Private nano-cap company providing enterprise security software solutions• Led $10M financing round and multi-year strategic partnership agreement at $90M pre-money valuation from Boeing Company, its only known minority investment in history at the time• Supported financing round at $120M pre-money valuation for a pre-revenue company in the security software industry• CFO duties included responsibility for financial reporting, commercial insurance, human resources, and other matters
  • Psinet, Inc.
    President, Corporate Venture Capital Fund | Startup, Program Management / Pmo, Deal Flow
    Psinet, Inc. 1999 - 2000
    Ch
    Public micro-cap company providing Internet and data center services• Worked with Chairman & CEO to lead startup of $500M cash and Internet services fund.
  • Psinet, Inc.
    Vice President, Corporate Development | M&A, International Expansion, Financings/Roadshows, Internet
    Psinet, Inc. 1997 - 1999
    Ch
    • Managed closing of 60 accretive acquisitions in 25+ countries, increasing revenue 700%+ (to $1B+); achieved strategic objective of 100%-owned entities in Top 20 global telecom markets globally• Managed or led cross-functional due diligence processes with in-house resources and multiple 3rd party service partners, including integration planning and cost synergies• Supported raising $3B in debt and equity financing via roadshows, investor calls, investor meetings • Supported Investor Relations efforts to reposition the company to and significantly expand Wall Street analyst community coverage, and Institutional Investor participation
  • Mci Communications
    Director, Corporate Finance | M&A, Mergers, Investment, Valuation, Cross-Functional Project Manager
    Mci Communications 1993 - 1997
    Washington, Dc, Us
    Public large-cap company providing telecommunication services• Supported acquisitions/investments/spinouts valued up to $2.25B in 10+ industry sectors; worked with British Telecom and Telefonica de España to perform due diligence and close key opportunities in 15 countries• Served as Director of Finance to President of $500M joint venture investment in Mexico
  • Arthur Andersen & Co.
    Experienced Manager, Financial Consulting Group | Management Consulting, Government Contracting
    Arthur Andersen & Co. 1987 - 1993
    Private, large cap partnership providing consulting and audit services• Promoted to manager in three years• Managed high profile engagements directly with Fortune 100 and other clients ranging in size from $100,000 to $12M in fees; regularly identified new business opportunities for client account growth• Advised clients from $3M to $50B in revenue on a broad range of matters related to government contracting regulatory compliance, litigation support, internal controls and control systems, and general financial management
  • National Security Agency
    Analyst | Intelligence Information, Top Secret Clearance
    National Security Agency 1983 - 1985
    Ft. Meade, Md, Us
    • Processed, analyzed and reported upon intelligence information• Top Secret security clearance

John Walpuck Skills

Start Ups Management Corporate Finance Strategic Planning Finance Strategy Leadership Corporate Development Investments Business Development Financial Analysis Entrepreneurship Strategic Partnerships Cross Functional Team Leadership Enterprise Software Public Companies Mergers And Acquisitions Business Process Improvement Process Automation Budget Process Sales Operations Restructuring Valuation Customer Relationship Management Management Consulting Virtualization Cloud Computing Vendor Management E Commerce Financial Accounting Enterprise Resource Planning Operations Management Supply Chain Operations Client Services Erp Implementations Erp Software Microsoft Dynamics Erp Reverse Mergers Coaching And Mentoring Cross Functional Team Building Sec Financial Reporting Digital Media Services Cxo Strategic Initiatives Technology Solutions Cfos Part Time Cfo Services Digital Broadcast Debt And Equity Financing New Business Development Business Strategy Salesforce.com Mergers Mergers And Acquisitions

John Walpuck Education Details

  • University Of Chicago
    University Of Chicago
    Statistics And International Business
  • Pennwest Edinboro
    Pennwest Edinboro
    Russian Language And Area Studies

Frequently Asked Questions about John Walpuck

What company does John Walpuck work for?

John Walpuck works for Palmyra Advisors

What is John Walpuck's role at the current company?

John Walpuck's current role is Private Investor | Executive Advisor | Contract CFO.

What is John Walpuck's email address?

John Walpuck's email address is wa****@****ail.com

What is John Walpuck's direct phone number?

John Walpuck's direct phone number is +197324*****

What schools did John Walpuck attend?

John Walpuck attended University Of Chicago, Pennwest Edinboro.

What skills is John Walpuck known for?

John Walpuck has skills like Start Ups, Management, Corporate Finance, Strategic Planning, Finance, Strategy, Leadership, Corporate Development, Investments, Business Development, Financial Analysis, Entrepreneurship.

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