• Presented strategic debt-request package to five-bank consortium to secure additional $10 million for development of undeveloped revenue-generating assets affected by new government pricing regulations. For more information, click here.
  
  
• Created and implemented strategic and financial business plans and controls to support the continued growth or survival of employers and clients during difficult periods of high growth and cost reduction. Completed several private placement equity offerings from original incorporation to secondary offerings ranging from $500,000 to more than $6 million.
  
  
• Worked closely with management organizations to define and establish operational and marketing programs that quickly and significantly increased shareholder net worth; developed and implemented policies and procedures for reduction and control of inventories, AR collections, payroll and HR compliance; developed a software product and service program to open a large new market, expanding sales by more than $5 million annually; and negotiated exclusive manufacturing and marketing license agreements for both licensees and licensors for foreign and domestic trademarks.

• Refinanced $2.5 million of long-term debt to improve constricted cash flow impacted by significant growth of more than 30%. Negotiated long-term debt package saving $400,000+ in cash flow in the first two years, and migrated banking relationship and short-term debt to local lender with a 60% increased lending amount. Established cash management program that saved additional $10,000 annually. For more information, click here.
  
  
• Structured and negotiated several lines of credit ranging from $250,000 to $1 million.
  
  
• Assisted several companies in developing business plans and long-range projections that led to securing additional debt or equity financing for successful growth.

• Analyzed company portfolio and determined that adoption of new SEC accounting policy would provide additional increased income recognition of $2.9 million or $0.36 per share over two years. Structured investment portfolio to comply with Accounting Policy Bulletin specifications. For more information, click here.
  
  
• Led professional team that successfully implemented custom-designed accounting system for oil and gas leases. System was an important element supporting client’s request for the SEC to permit recognition of $3.1 million in certain revenues on the sale of leases and increasing EPS by $0.39.

• Saved $1.5 million in reduced inventory by directing implementation of ERP system to support growth that had tripled revenue in less than 18 months. By end of fiscal year, inventories reduced by 20%, parts obsolesce by more than 90%. Sales and marketing reported higher customer satisfaction with on-time deliveries and fewer implementation problems supporting continued growth. For more information, click here.
  
  
• Instituted and installed new network accounting information systems.
  
  
• Completed two IT mainframe system upgrades within seven months, each over a weekend and completely transparent to company’s manufacturing, R&D, marketing and financial operations.

• Negotiated free upgrade of otherwise costly mainframe system with IBM by agreeing to act as a beta-test site for new system. System conversion supported continued growth with no disruption to operations. For more information, click here.
  
  
• Established budgeting and long-range planning procedures for new division that were adopted by parent company.
  
  
• Introduced "flex time" for the hourly staff, which eliminated all overtime and improved billing and collection cycles.

• Orchestrated purchase and rezoning of adjacent property to support growth that had tripled revenue in less than 18 months and required immediate increase in production capacity. Worked with mayor, city council and community leaders to place rezoning issue on upcoming ballot and implemented community relations initiatives that prompted favorable 75% majority on election day. Saved $2 million in expansion costs and $500,000 in annual operating costs. For more information, click here.
  
  
• Optimized several long-term lease agreements, including negotiation of 10-year lease and subsequent extension for new facility totaling more than $3 million.
  
  
• Cultivated business plans, financial pro forma operating plans, and several long-term debt agreements to support company expansion: financed $2.8 million twenty-year loans for purchase of 69-room hotel with banquet and dining facilities, including a $375,000 SBA loan; refinanced $2.5 million twenty-year loan, consolidating all long-term debt agreements and saving $400,000 in debt service in first two years; and increased company’s lines of credit from $50,000 to $400,000.

• Identified acquisition candidates in veiled industry to penetrate national market. Negotiated acquisition of four regional competitors for aggregate purchase price of $13 million financed over 5-10 years, immediately increasing revenues $20 million annually and creating a national presence. Consolidated organization grew to more than $40 million annual revenue within two years. For more information, click here.
  
  
• Directed due diligence and developed analysis for $3.7 million acquisition of 69-room hotel adjacent to principal spa facility.
  
  
• Secured and negotiated joint venture agreement on behalf of a client company that financed $6 million of sales and generated $600,000 of pretax profits.

• Researched GAAP and SEC industry accounting policies and identified basis to avoid restatement of $3.1 million or $0.39 per share income. Presented appeals to Chief Accountant of the SEC and industry staff in Washington, DC, successfully negotiating approval of current accounting policies with no restatement of prior published results. Established credibility for future discussions that provided recognition of additional income of $2.9 million or $0.36 per share. For more information, click here.

• Spearheaded task force to reengineer business to ensure continued growth after three-year upsurge that had quintupled revenue. Developed plan within 30 days that was approved and implemented, supporting continued growth that reaped overall twelve-fold increase to over $120 million of annual revenues in company’s first six years of operation. For more information, click here.
  
  
• Achieved an 80% improvement in manufacturing productivity and a reduction in order handling time from 2 ˝ days to 4 hours through implementation of LEAN manufacturing concepts.

• Implemented financial monitoring and unit performance analysis for each operating facility using comparative performance and critical ratio factors.
  
  
• Coordinated annual audits and preparation of annual reports and filings of all SEC quarterly and annual reports including Forms 10Q, 10K and 8K, and coordinated Annual Shareholder Meetings and stock trading transaction reports.
  
  
• Prepared and coordinated the filing of six S-1s over six consecutive quarters for public company as general partner of six publicly traded limited partnerships.
  
  
• Conducted seminars sponsored by the DOE in Indiana and Ohio to assist public institutions to develop methods for analyzing the financial benefits, ROI and payback periods of energy conservation renovation.

• Innovated performance evaluation plan to appraise and improve quality performance of employees.
  
  
• Developed Financial, IT and Administrative organization and staff to support high growth of new division as it increased revenues tenfold in three years.