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Success Stories

MECHANICAL CONSTRUCTION COMPANY

MECHANICAL CONSTRUCTION COMPANY

Provided guidance and management of bankruptcy realignment/turnaround

  • Improved profitability from net loss to $1M+ profit on $10M sales in twelve within first year

  • Improved liquidity and cash flow

  • Resolved chaos with bankers, vendors and subcontractors

 

PETROLEUM RETAIL SERVICES

Provided financial leadership for a 49-unit petroleum convenience store chain:

  • Raised $30.5 million for acquisition

  • Managed nine consecutive years of $1 million-plus shareholder dividends

  • Facilitated $10 million reduction of debt

  • Increased value by 33% to a $40 million sales price

 

FAST FOOD & RESTAURANTS

Structured acquisition and strategic plans that resulted in a 65% increase in value of a chain of 46 Wendy's and 12 Taco Bell restaurants

  • Raised $30 million

  • Negotiated purchase contracts

  • Structured balance sheets

  • Completed purchase to LOI terms
     

 

DIVERSIFIED HOLDING COMPANY

Private holding company with bank, franchised restaurant, and 2,000 unit residential apartments

  • Developed budgets and strategic plans that resulted in five years of progressive increased profits for all divisions in multiple sites in four states

  • Collaborated with and coached company vice presidents to understand financial goals and how to achieve profitability goals

  • Translated the CEO's vision into financial modeling and budgets to achieve a progressive continuity of strategic results

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