Performance Strategies was founded in 1984 by Will Robertson. Will is a consummate professional in Sales, Customer Service, and Marketing training. I brought my 30+ years of Fortune 100 Operations experience and together we provide the nucleus for building Performance Strategies into one of Southern California's fastest growing Coaching, Consulting and Training providers.

As the Facilitator of your exit or transition process, I provide the following areas of expertise:▩ Evaluate your current level of preparedness to exit▩ Recommend and evaluate the professionals to be part of your exit plan team▩ Work with you, your spouse or business partners to determine when you would like to “slow down” and when you would like to “exit” or “transition”▩ Help you determine whether you can meet your retirement goals within your desired timeframe.The… Show more As the Facilitator of your exit or transition process, I provide the following areas of expertise:▩ Evaluate your current level of preparedness to exit▩ Recommend and evaluate the professionals to be part of your exit plan team▩ Work with you, your spouse or business partners to determine when you would like to “slow down” and when you would like to “exit” or “transition”▩ Help you determine whether you can meet your retirement goals within your desired timeframe.The Exit / Transition of your business is most likely the single biggest financial event of your life. My role is to help you ensure that it will secure retirement for you and your spouse and potentially leave a legacy for your family for generations to come.At Performance Strategies Inc. and the Exit Plan of Orange County, we utilize the ExitMap® Assessment© in conjunction with the ExitMap® Express™ System to provide cost effective planning for business owners.Designed for companies with Revenue less than $50M and fewer than 100 employees; it can be completed in just 90 days. The 9 step process is driven by standardized tools and technology which specifically focus on the exit options that align with the goals of smaller business owners. Get your free Exit Plan Assessment here: https://www.exitplanoc.com/free-assesment/Professionals I work with:◆ CPAs◆ Business Brokers◆ Valuation Experts◆ Business Attorneys◆ Real Estate Attorneys◆ Trust/Estate Attorneys◆ Business Bankers◆ Third Party Administrators◆ Investment / Wealth Advisors◆ Life Insurance BrokersThe Exit / Transition of your business is most likely the single biggest financial event of your life. I work with you to determine the best of the Exit Options below:Option #1:Close it down and liquidateOption #2:Transition to a family member or key employeeOption #3:Sell to internal employeesOption #4:Sell outright to a third partyContact Info:☎️ 949-422-1167✍️ Jay@PS-MCG.com▣ https://www.exitplanoc.com/ Show less

Started my own Advising and Coaching business. Added the ActionCOACH franchise in 2009 and after completing my 7 year franchise agreement, joined Will Robertson in the Performance Strategy, Inc., Coaching, Consulting and Training firm.

Certified Coach, Franchise Owner within the ActionCOACH network

Wore a number of ‘hats’ here beyond Logistics, including oversight of Purchasing, Real Estate Management and Travel. Responsible for 16 regional centers, 1400 drivers, 2000 vehicles serving 500+ branches. Profile: 3200 associates, $275M budget, direct reports: 9.* Select Achievements:- Consolidated 16 Regional DC’s, into 6 Area DC’s, saving $6.8M per year in labor and facilities.- Completely overhauled the national routing and scheduling system – implementing new software –… Show more Wore a number of ‘hats’ here beyond Logistics, including oversight of Purchasing, Real Estate Management and Travel. Responsible for 16 regional centers, 1400 drivers, 2000 vehicles serving 500+ branches. Profile: 3200 associates, $275M budget, direct reports: 9.* Select Achievements:- Consolidated 16 Regional DC’s, into 6 Area DC’s, saving $6.8M per year in labor and facilities.- Completely overhauled the national routing and scheduling system – implementing new software – this enabled reduction of 150 drivers and 200 vehicles, while increasing driver stops/day by 18%. Total savings per annum: $9M. - Challenged the vendor community, in a very difficult economy and reduced COGS by $57M, over a two year period on a $525M base.-Created landmark changes to vehicle maintenance programs – saving $7.8M per annum. Show less

Provided key leadership for this wholesale food distributor serving New England states. Responsible for 450 warehouse associates, 140 drivers, 110 tractors and 180 trailers. Profile: 600 associates, $85M budget, direct reports: 7.* Select Achievements: -Slashed overtime from over 20% to less than 5%, and reduced distribution employees from 488 to 372 in 18 months – in tandem with rising sales (10%) and strengthening net profits, saving $11.2M per year.

Provided integral leadership in the transition of corporate cultures when ServiStar/Coast-to-Coast Hardware merged with TruValue Hardware,* Select Achievements:- In the aftermath of the merger – saved $200M in inventory value, $14M in annual transportation delivery costs and $12M in distribution labor and facilities per annum. Was responsible for implementing the go forward WMS system in the first five locations and determining the consolidated Distribution and… Show more Provided integral leadership in the transition of corporate cultures when ServiStar/Coast-to-Coast Hardware merged with TruValue Hardware,* Select Achievements:- In the aftermath of the merger – saved $200M in inventory value, $14M in annual transportation delivery costs and $12M in distribution labor and facilities per annum. Was responsible for implementing the go forward WMS system in the first five locations and determining the consolidated Distribution and Transportation Networks. Going from a Distribution Center Network of 23 DC's to 12 and reducing the delivery network by over 10M miles. Show less

Held numerous positions at Frito-Lay, Pepsi-Cola West and Pepsi International. The final positions was as Logistics Manager for Eastern Europe and Russia for three years with additional projects in China and India.