VALUED CLIENTS

For security and Non-disclosure reasons, names are not shown here.

SOFTWARE DEVELOPMENT COMPANY

Their inability to deliver and install systems was losing clients and leaking profits. Woodstream cut their delivery time in half, improved cash flow through an updated Sales Agreement, and turned a money losing division into a money making one.

MANAGED SERVICES PROVIDER

An engagement that started with a business plan to offer a new service evolved over the years to supporting very large proposals to government entities, acting as a temporary Sales Manager, assisting with corporate strategy and finance, and executing projects on behalf of the client.

REAL ESTATE DEVELOPER

Provide initial project visioning and budgeting. Assisted in fund raising and debt placement. Managed the construction team to completion. Managed interactions with the bank and investors. Supported final leasing and turnover to Property Management

RESORT DEVELOPMENT IN THE BAHAMAS

Working with the architects and land planners, turned a project concept into a business plan. Developed detailed construction expense models. Prepared investment offerings for equity and debt investors. Managed ongoing development process.

ACQUISITION DUE DILIGENCE AND SUPPORT

Engaged by the potential buyer of a medium sized business to evaluate the potential purchase and then lead the purchase effort. Performed due diligence and site visits on the target. Developed a consolidated adjusted Pro forma for past performance and projected future sales and profits post acquisition. Prepared investor proposition and support materials for equity and debt investors

STARTUP SUPPORT

Assisted new tech startup in planning their launch and financing. Developed an in depth business plan and Pro Forma. Prepared Investor Pitch Deck and supporting materials. Assisted client during Investor pitches and fundraising activities

VENTURE CAPITAL

Have supported and partnered with various angel, venture capital and investment firms analyzing and structuring potential investments in startup and early stage companies

EXPORT AND IMPORT CONSULTING IN BRASIL

Assisted multiple small businesses in Brasil to export their products to the US. Also advised US companies regarding partnerships in Brasil and import opportunities.

 

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