I provide strategic management advisory services to owners of privately held companies to improve cash flow, earnings and company value. I help guide my clients to:.. SEE MORE
- Improve cash flow
- Obtain bank loans
- Achieve profitable growth and increase EBITDA
- Plan strategically
- Prepare their company for sale to maximize returns
Owners of privately held companies hate surprises, especially when the surprise is lower than expected company cash. I know the discipline that can minimize surprises in future cash flows and I have the skills and experience to help companies obtain sufficient working capital by securing bank loans.
A company can quickly grow itself out of business. By planning strategically and setting milestones, I assist business owners in growing their companies profitably while increasing EBITDA and related company value.
Many business owners have not planned how they are going to exit their company. Our book, The Exit Strategy Handbook, our patented B2B Exit® software and my 20 plus years of M&A experience are key resources to help business owners achieve their personal goals and maximize their returns upon the sale of their company.
As an accomplished senior financial executive with more than three decades of financial and IT management experience as a CFO, my passion is to help business owners solve their immediate challenges, achieve long-term goals and plan for a successful transition as they exit their company.
As businesses grow, my extensive IT project management skills are key to assist companies making the transition from basic accounting systems to fully integrated ERP systems. Quickly understanding complex business initiatives and techniques helps me assess and develop the key performance indicators (KPIs) that drive success in any business model.
I started my career with Ernst & Young in public accounting in their Houston, TX and Baltimore, MD offices. Residing in the State College, PA area (home of Penn State University) for the last 35 plus years, I enjoy hiking and the outdoors, tennis, pickle ball, golf and the many sports and cultural events associated with a major university environment. My second home in Naples, Florida allows me to enjoy the ocean and outdoor activities in sunny southwest Florida.
When you become a client of mine, I promise to reduce your stress about cash flow worries and improve your chances of obtaining a bank loan. We will work together to help you strategically grow your company while increasing profits and EBITDA. This will help prepare you for the eventual exit from your company by maximizing your returns based on your personal goals.
We follow a process known as the Gameplan™, which includes the following steps to get started:
FREQUENTLY ASKED QUESTIONS
HOW LONG DOES THE DISCOVERY ANALYSIS™ TAKE?
One hour interview with business owner and up to 8 - 10 hours of my time.
HOW DO WE COMPLETE THE DISCOVERY ANALYSIS™?
On-site interview with business owner and key management staff to pinpoint opportunities and challenges of business. I also obtain copies of historical financial statements to benchmark results against industry.
HOW MUCH DOES IT COST?
It is a complimentary service (valued at over $1,600) that I offer business owners to learn as much as possible to identify gaps in their business.
WHAT HAPPENS AFTER THE DISCOVERY ANALYSIS™?
I will create a Strategy GamePlan™ and meet with the business owner to discuss the confidential key findings from The Discovery Analysis™. I will also provide a complimentary copy of the industry benchmark report. We will also review a preliminary timeline for The Performance Period™ and the related costs to implement the agreed-upon action steps.
If we work together, I promise that I will always put your interests first, and that in a year or less, we will reduce your stress about cash flow, your business will be running better, and we will be eliminating the barriers to your company’s success.
- Begin with a Discovery Analysis
- Agree on a Strategic GamePlan
- Begin to excel and see results
What Happens if We Don't Move Forward?
Your company value may not grow and your cash flow may not be what you want it to be. You won’t be able to achieve your goals. Grim picture!
Get Started With Steve
Get Your own complimentary* Discovery Analysis™ from B2B CFO®
*Complimentary for qualified business owners