Turn Around, Turn Up, Turn Over: Savvy Financial Management for Companies at Any Stage

About David

David is an operationally focused financial executive with 30 years of broad financial, accounting and management experience helping companies grow, improve profitability and increase cash flow. David's strengths include a strong analytical and problem-solving ability, effective communication skills, business process enhancement and cash flow improvement. He prides himself on being able to effectively develop, summarize and communicate financial information to non-financial managers. He focuses on the financials and cash flow so his clients can focus on the rest of their business.

Every Company Can Benefit from a CFO

• Developed new strategic business plans and budgets for mature businesses as well as start-ups.  Recently incorporated a performance-based bonus plan as part of the annual operating plan that assisted in turning 2 years of losses into a 15% income and record bonus payouts. 
• Coordinated many capital raises including venture capital equity and debt, bridge loans and traditional bank financing.  Recently closed a $4.5M mezzanine debt refinancing for a growing software company, $2M line of credit for turnaround technology company and $400K loan for an e-commerce company.
• Worked with an investment banking firm to identify a buyer, justify the purchase price increase and complete due diligence for the sale of an under-performing portfolio company.
• Performed the business analysis and financial due diligence to justify an $18M technology company acquire an $8M start-up. Also assisted a company in acquiring 1200 international customers which will add over $1M in profit and a 1-year ROI.
• Performed numerous activity-based cost analyses for companies to help them identify low or poor performing business segments or product lines. A struggling clinical biotech transformed into a revenue-generating discovery organization and a manufacturing company eliminated several lines, raised order quantity and increased selling price, resulting in a 6% profit increase. 
• Identified and implemented a six month $5M cost reduction plan to right-size a struggling company's operations.