We work business owners for exit planning and M&A advisory services. Industry areas of focus include HVAC, Plumbing, and Construction. For HVAC business owners, we offer in-depth analysis of your business and options for growth or sale of business.

Virginia Climate is locally owned and operated and specializes in providing high-quality service, installation and repairs for residential and light commercial heating, ventilation and air conditioning. Our experienced technicians service all brands and types of heating and cooling equipment. We serve the greater Richmond area and surrounding counties.

Three Oak Consulting provides consulting services to business owners and executive management of small and mid-sized, high growth companies. Services include financial analysis and budgeting, company operations, IT project management, business plan and strategy development.

• Manage operations, accounting, finance and human resource functions for computer manufacturer focusing on retail, consumer and business customer segments. Company products include desktops, professional workstations, servers, Android tablets, and related accessories.• Manage finance/accounting for retail sales channel of Android tablets - clients include Best Buy, RadioShack, Sears, Costco, Amazon, Newegg, TigerDirect, Staples, Office Depot, Walmart.com, Target.com and others.• Responsible for investor, banking, and vendor relations, audit, and financial models, including P&L, balance sheet and cash flow management.

• 130% compounded annual growth rate of revenue through product branding; Digital Marketing, on-line and print advertising• 22% decrease of marketing expense to 5% of annual revenue through co-op marketing: AMD, Intel, nVidia, Microsoft• Directed marketing activities, campaigns. ROI dashboard, and new product introductions• Converted the website to a marketing tool for advertising, new products and support

Generated new project sales and provided consulting support as Relationship Manager for assigned accounts. • Developed website metrics, customer profitability models, and break-even analysis to enhance decision making.• Introduced client relationship management (CRM) strategies that focused on the acquisition, development, and retention of customers.

• Doubling of revenue of target to plan by expanding the consulting services through the creation of the Miravo Business Plan• Designed and developed a Digital Marketing plan for a client organization• Created a Marketing Plan for a technology company to accelerate new product growth• Project Manager: Multi-million dollar projects - budgets, staff, revenue and costs for high growth technology companies