***** is a services and consulting firm that specializes in the assessment, recommendation, and delivery of organizational performance enhancement and/or remediation. Cutting across multiple industries (e. g. , manufacturing, financial services, health information systems and services, the non-profit sector, etc. ), ***** ’s hallmark has been the ability to quickly and efficaciously analyze, diagnose, and implement solutions for both organizations in start-up mode and organizations in distress.

Specialties
Excellence in turnarounds, start-ups and integrations associated with M&A transactions. Taking on both long as well as short term assignments, able to examine, diagnose, and recommend solutions; differentiator is that I IMPLEMENT solutions in order to achieve desired results.

Some additional detail:
• Size: I prefer companies in the $5MM – 50MM space. Smaller than this and they tend to not be able to afford to pay for services and/or are still relying on their bookkeeper or brother-in-law for advice. More than $50MM and they start to hire for specific needs that someone like me is usually doing for them.
• Services offered:
o Turnarounds: whether in an interim executive role (CEO, COO, CRO) or otherwise, I come in either singly or bring my own resources to effect change. I’ve done this for a while (my time in corporate America was almost a series of these types of engagements within the organizations with whom I worked) and I’m really good at it. Apparently, the combination of analytical skills and leadership aptitude is not a very common combination. Some key metrics that illustrate mastery here include:
1. Improvement in a client’s customer attrition from 20% to less than 1%;
2. Recovery of stock price in a publicly traded company from $1. 85 to >$25;
3. 55% improvement in 30+ delinquencies from $185MM to $84MM in less than 120 days.
o Start-ups: targeted to already existent companies versus true start-ups, the focus is on starting another business line or strategic project within the company. As a trusted collaborator, ***** has enabled companies to grow without the core executive team losing focus from their main service offering. A few examples include:
1. The creation of a business unit from scratch that was cash flow positive its first month in operation, on a $1MM runrate in its first year and was a pioneer in the remote medical coding industry;
2. Taking a client’s data stream and using it to create a new service line/business to distinguish it from its competition while not distracting any of the management team from delivery of its core mission;
3. Work with a non-profit to create an administrative and professional organization to manage its $100MM+ infrastructure.
o M&A work: a great fit for my skillset. Not only an analytical exercise, but one that requires an adept handling of all of the range of human reactions that such an endeavor may take (on both the acquirer side as well as the acquire). In addition to the requisite mapping of responsibilities and assets that is necessary within an integration, there is the whole aspect of understanding each organization’s culture and ensuring that decisions made are done consciously and with a full understanding of the impact. Key accomplishments include:
1. Achieved 100% retention of key management staff (goal was 80%) to ensure a highly successful integration;
2. Grew acquired company by ~100% in less than a year (goal was 50%);
3. Developed repeatable model for integration of acquired companies for client that enabled three acquisitions to be completed within 9 months and company to grow ~50%.
• Length of engagement: By and large, less than a year. Within that timeframe, it is very doable to go in, execute the analysis, and implement the solution(s). Longer than that and there is an unhealthy dependency created with the owner of the organization who typically then wants me to join the firm/entity. I am open to entering into a retainer relationship and think that that is a good way to transition out of the active engagement.
• Fee: I have moved away from the hourly/daily fee model to one that prices out by engagement/project. I think that this really goes to the heart of the value that I/ ***** is able to bring to the table. It may take a little more effort to determine the right fee, but in the end all parties involved tend to have a higher satisfaction level. In limited situations, I am willing to accept equity as part of the compensation.