Assignment 1

Industry: Semiconductor Manufacturing
Engagement:
  • Financial assistance in negotiating leveraged buyout
Result:
  • Managed sale/leaseback transaction
  • Established production measurement & yield reporting system

Assignment 2

Industry: Computer Maintenance and Service
Engagement:
  • Install cash planning system for weekly, monthly and annual cash flow forecasts
  • Provide cost and pricing decision making models for business services.
Results:
  • Turn around from two years of losses into 12 consecutive quarters of profitability.

Assignment 3

Industry: Communications
Engagement:
  • Developed new sales commission program and sales incentive system
  • Model new business opportunities and develop business planning tools
Results:
  • Reorganized and staffed administrative & sales

Assignment 4

Industry: Printer Systems
Engagement:
  • Manage venture capital investment
Results:
  • Sold foreign operating entities
  • Negotiate multi-million dollar purchase contracts

Assignment 5

Industry: Multiple Startup Operations
Engagement:
  • Provide outside funding sources
  • Contact and analyze acquisition candidates for client buyers
  • Analyze merger candidates and provide due diligence assessment

Assignment 6

Industry: One half billion dollar U.S. Corporation producing an array of capital goods.
Engagement:
  • Lead the corporate wide effort to reduce inventories of finished goods and work in process.
Results:
  • In eighteen months total corporate wide inventories were reduced 30% or 120 million dollars.

Assignment 7

Industry: A 300 million dollar world wide mining equipment manufacturing corporation.
Engagement:
  • Install a corporate wide, integrated planning process resulting in a five year financial plan with monthly result tracking.
Results:
  • Within three years a total system of strategic planning, tactical planning, financial planning , expense budgeting, and individual objectives was in place and produced information leading to a 50% improved profit.

Assignment 8

Industry: Outdoor power equipment distribution
Engagement:
  • Liquidate small retail distributor without cost to owners
Result:
  • In six months operation was closed and accounts settled with a small profit to the owners.

Assignment 9

Industry: Agribusiness
Engagement:

  • Restructured multi-million dollar credit lines
  • Reorganized sales and business segments
  • Developed new business strategy
Result:
  • Discontinued and downsized operations