Crescita Group, LLC is seeking controlling interests in small but exceptional B2B service industries, particularly commercial landscaping, HVAC, plumbing and electrical contracting and ancillary services. Ideal acquisition targets are founder-run companies looking for an exit that provides a stepped transition that allows for a consultative role as desired.

Provide outsourced/interim/virtual CFO services for startup, early and mature stage organizations. Service offerings include the following:• Development of financial projections and other pitch content for pre-seed, seed and subsequent round angel/VC financing rounds.• Comprehensive M&A support including analysis, negotiation and acquisition integration.• FP&A support for budgeting, forecasting, ERP assessment and other operating initiatives.• Controllership support--establish/improve accounting processes, internal controls and staffing, implement ERP solutions.• Developed C-level and Board financial reporting package. Provided easily understood enterprise and business unit overviews and insights. • Recruited back to company in 2011 following four-year consulting relationship.

Organization: Family-owned (fifth generation) liquor, beer, and wine distributor in 10 western states.Senior financial executive for high-value business relationships, operations changes, and capital investments during multi-year transition to fifth-generation leadership. Reported to CFO/COO. • Led financial transition from joint venture to shared services agreement following YMC’s full acquisition of $500+ million annual revenue/$250+ million annual cost line of business. Provided ongoing oversight. Supported annual C-level negotiations. Met/exceeded goals.• Collaborated with joint venture partner mentioned above to continuously build line item allocations for all joint operating costs. Conducted cost control/reduction studies. Achieved YMC’s margin targets. (2007 to 2013 and 2002 to 2003)• Supported development of inventory consolidation center from concept through execution, resulting in 10% reduction of network-wide inventory. Modeled options, negotiated service provider contracts, and designed/implemented accounting system for this new entity.• Built, tracked, and reported on capital budget for successful $20+ million buildout of newly leased warehouse. Identified and negotiated financing. Managed lender relationship. • Developed C-level and Board financial reporting package. Provided easily understood enterprise and business unit overviews and insights. • Recruited back to company in 2011 following four-year consulting relationship.

Consulted for entities ranging from start-up to $4+ billion annual revenue. Primary relationships were YMC (2007 to 2011, 2002 to 2003), and Transamerica Corporation, the largest business unit of $445 billion invested assets financial services giant, AEGON (2004 to 2007). • Reviewed, iterated, and approved business process documentation for Transamerica’s SOX implementation and compliance initiative. Reported to VP & Corporate Controller. • Developed in-depth understanding of SOX requirements, practical application, and infrastructure and processes needed for timely, cost-effective compliance.

Organization: $10 million startup broadband Internet service provider (NASDAQ: ASAT). Led finance, business development, and investor relations functions for post-IPO, pre-revenue start-up. Reported to CEO and Board of Directors.• Developed business plan and played central role in pitching and negotiating successful $14 million private placement. • Performed financial due diligence and partnered on negotiations for successful acquisitions of PacificNet (virtual ISP) and Interwireless (fixed wireless Internet services).• Negotiated and managed relationships with key technology and distribution partners.

Organization: $25 million, privately-held wholesaler and retailer of rare coins. Acquired by DGSE Companies in 2007.Senior financial executive for second-generation, family and investor-owned firm. Led six-person team. Reported to company President and investor’s Board Chair.• Played key role in developing interactive e-commerce site (retail and online auctions) with fully integrated accounting and real-time access to inventory, order, and payment data. • Upgraded accounting systems, processes, and staff. Accelerated monthly financial reporting by five days. Delivered two clean outside audits.

Recruited by CFO, a former Ernst & Young partner. Provided financial analysis and decision support for strategic planning process and acquisitions under consideration/in negotiations. Led projects to upgrade accounting and reporting systems and functions.

Organization: Privately-owned manufacturer of alpine skiing and other winter sports equipment. Recruited by CFO as point person on complex/highly technical functions/issues. Built acquisition and financing models. Performed due diligence on domestic/international acquisitions. Refined business unit and enterprise budgeting and forecasting models. Supported SEC reporting.

Planned, administered, and managed audits of SEC and privately-held technology and entertainment industry companies. Assisted with S-1 (IPO) filings and other services.