Recent Client Engagements

Here are examples of some of our recent client engagements:

  • Advised an innovative international franchise company that is introducing their franchise into the US for the first time. Areas of consultation include marketing, corporate structure, legal strategy and negotiation, franchise selling and deal making.
  • Advised the President and senior executives at a local custom product company on profitability and efficiency improvements and growth strategies.
  • Functioned as a senior financial resource for a leading retail organization.
  • Recommended, and helped implement, company-wide system efficiencies at a premier online retailer, in addition to filling some ad hoc CFO roles.
  • Facilitating and moderating the strategic planning sessions for national organzations
  • Conducted profitability efficiency reviews of leading foodservice supplies and equipment wholesale distributors.
  • Served as executive counsel to the president of an eighty year old company.
  • Pro-Bono work with a bakery owner advising on the operational and pricing restructures required in the manufacturing and retail environements
  • Performed a customized Organizational Tune Up for a regional specialties company, resulting in improved efficiencies and their hiring of a COO who I recommended.
  • Conducted an in-depth standards process review at a quasi-government organization leading to a re-imagined approach
  • Assisted a privately held company with their preparation and analysis for their sale to a public company.
  • Led the selection, implementation and management of a national distribution company's on-line private trading exchange.
  • Facilitated the transition in a leading distributor from a second generation to a third generation family member.
  • Consulted with a start-up distribution company in areas of business strategy, supply chain, personnel and business systems.
  • Assisted a business owner with a sell or invest decision.
  • Led a computer ERP system selection and implementation project.
  • Led an investment acquisition search for a business in Southern California.
  • Performed a business document analysis for a general contractor client.
  • Led the investigation and selection of a new technology platform for a national selling organization

Contact Details

8230 Caminito Sonoma, Suite 102
La Jolla, CA 92037-1601
858.453.3778 763.322.2505

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