by Bob Salem | Jul 20, 2022
Interim Chief Financial Officer Private Equity Portfolio Company Challenge The Client, a Private Equity owned retail services organization, required an Interim CFO to manage the financial and operational functions, PE communications/requirements, banking covenants,...
by Anita P. Moulton | Jun 20, 2022
Implementation of Strategic Planning Tool to Achieve Long Term Financial Plan Balanced Scorecard Approach to Define 3 Year Financial Plan Challenge Multi-billion $ organization acquires a small family owned business in an adjacent market with a rapid global growth...
by Kimberly Oakley-Brown | May 20, 2022
Developing a Return-to-Work Program Create Light Duty for a Workers Compensation Claim. Challenge Wages are always a challenge when developing this program. Implementation Define the light duty task, write a complete job description. Be specific and list all job...
by Bob Salem | Apr 20, 2022
Successful Carve-Out to Standalone Entity Challenge How to smoothly transfer staff, facilities, financials, banking, systems and customer communication from the company to a standalone entity without disrupting the customers, staff, or impacting operating results....
by Bob Salem | Mar 20, 2022
Turnaround Unprofitable Software Development Division Challenge Multibillion dollar Technology Division continued to be unprofitable with utilization at 98-99% annually. Solution Review of the contract pricing, Statement of Work (SOW), and actual software development...
by Kimberly Oakley-Brown | Feb 20, 2022
Setting Up Accounts Receivable Portals Challenge Our client’s business had seen increased team member turnover creating a void in the Accounts Receivable department which further added to the vast number of accounts that were delinquent. Implementation Evaluated...
