Successful Results

Helping business owners succeed in unprecedented numbers
through a disruptive system of leadership transformation

Successful Results

Past Results are no Guarantee of Future Success—But THEY SURE HELP

  • Raise Needed Capital:

    • Managed angel round private placement for Internet startup of $ 620,000.
    • Counseled owner of 1,800 unit adult manufactured home community in raising $75 million permanent financing from Northwestern Mutual Life.
    • Incubated a Windows software developer and raised $1.6 million in first round venture capital.
    • Created angel level private placement with outside legal counsel to raise startup capital of $450,000.
    • Negotiated terms of a $1.5 million strategic investor agreement.
    • Created strategic plans and negotiated $2.7 million and $7 million rounds of venture capital.
    • Placed $20 million of financing needed to maintain operations and fund growth strategies.
    • Assisted with multiple start –up Angel rounds raising over $1.5 million for technology start up.
  • Turnaround Operating Losses:

    • Cut operating loss by $690,000 (60%) in less than a year and formulated and executed strategies to achieve consolidated profit before taxes of over $40,000 per month.
    • Developed strategy to bring expansion market to positive bottom line.
    • Slashed operating costs to reduce monthly overhead by $50,000 (33%) while continuing high customer satisfaction scores and improving operational efficiency.
    • Managed Company from startup operating losses to $4.5 million of sales and $1.3 million of pretax income in first full year of franchising.
    • Led the team that planned and executed the magazine division turnaround from significant losses to monthly earnings.
    • Negotiated state tax assessment down from $3.6 million to $250 thousand working directly with the states assistant director of revenue.
    • Mentored client who lost half of its revenue from government sequestration to survival methodology and reached positive operating bottom line.
    • Assisted construction client in $1 million bottom line turnaround in one year.
    • Counseled client in reaching historically high bottom lines 5 years running in a declining industry.
  • Designing and Managing Disruptive Business Models:

    • Developed initial business model and budget integrating key performance metrics enabling operational improvements that reduced monthly overhead by 33%.
    • Incubated a Windows software developer and raised $1.6 million in venture capital. Developed a direct marketing plan delivering over $1 million in first year sales. Assisted with selling the software and programming team to Borland (become Sidekick for Windows).
    • Researched and managed a disruptive franchising start up process allowing company to begin franchising in less than six months. Managed the development of the initial Uniform Franchise Offering Circular. Company made $160,000 on each new franchise sold.
    • Managed Company from startup operating losses to $4.5 million of sales and $1.3 million of pretax income in first full year of franchising.
    • Founded Business International Networks, Inc., a pioneer Internet business to business site, as a subsidiary of Asia Pacific to take advantage of strategic relationships developed in China.
    • Developed growth strategies to help company grow sales from $110 million to $270 million.
    • Assisted residential real estate company in developing a Franchising strategy.
  • Developing Inspired Teams:

    • Initiated incentive compensation plans and employee benefits including stock option plans for several companies which improved results and employee morale.
    • Developed hiring and human resource hiring, on boarding, training, incentive and management systems for several companies.
  • Optimizing Operating Results:

    • Twice planned and coordinated building and set up of new corporate office including all operating and information systems.
    • Directed operations consulting department that helped franchisees increase average monthly sales by 180% to $124,000 per month over a two year period.
    • Developed Web marketing program to generate franchise leads at minimal cost and conducted initial interviews of franchise prospects.
    • Assisted in the sale of over 150 franchise location commitments in less than two years.
    • Developed Internet based recruiting and qualifying system for independent contractors.
    • Set-up international offices maximizing use of development stage losses and minimizing international income tax rates.
    • Installed a $3.5 million hedge line to control risks associated with foreign exchange transactions.
    • Planned and acquired approval for $50 million investment in expansion from 18 locations to over 60.
  • Harvesting Value:

    • Managed build out of 4 company owned centers and the subsequent profitable sale of 2 company owned centers that funded franchising start up.
    • Assisted in the negotiation, due diligence and documentation of sale of the company to an outside investment group for 9 times trailing earnings.
    • Company sold several subsidiaries for over $20 million.
    • Sold two enterprises for $3.5 million, including finding the buyers and negotiating the transactions.
    • Developed Internet based recruiting and qualifying system for independent contractors.
    • Set-up international offices maximizing use of development stage losses and minimizing international income tax rates.
    • Installed a $3.5 million hedge line to control risks associated with foreign exchange transactions.
    • Planned and acquired approval for $50 million investment in expansion from 18 locations to over 60.
  • Managing Use of Technology:

    • Twice planned and coordinated building and set up of new corporate office including all operating and information systems.
    • Designed and implemented hosted intranet and project management system for franchisor.
    • Planned and developed a hosted enterprise system for the entire franchise system which won a Microsoft Pinnacle Award for excellence in use of Microsoft technologies.
    • Founded Business International Networks, Inc., a pioneer Internet business to business site, as a subsidiary of Asia Pacific to take advantage of strategic relationships developed in China.
    • Redesigned and computerized all accounting and operating systems.
  • Mergers and Acquisitions:

    • Managed acquisition and integration of competitor.
    • Managed $15 million of private equity fund sourcing, due diligence and investment in several portfolio companies.