John Walpuck Email & Phone Number

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.
• 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.
• 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)

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.
• Additional details of cannabis industry experience available upon request

Louisville, KY, US

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.
• 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.
• 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.
• 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.
• 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.

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.
• 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.

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%

• 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.
• 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.
• CFO duties included responsibility for financial reporting, management reporting, commercial insurance program, and related matters

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

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.

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

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

• 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

Ft. Meade, MD, US

• Processed, analyzed and reported upon intelligence information
• Top Secret security clearance

Mba, Finance, Statistics And International Business

Ba, Russian Language And Area Studies