• A discrete manufacturer of Aluminum and Vinyl Window and Door Systems, single plant, and distribution point. Engaged to market and administer the sale process for a retiring individual shareholder/president. Completed process through closing 9 months.
  • Provider of services to the real estate industry, 20+ offices in regional locations. Engaged to provide ongoing business financial and operational planning, and consulting (Analyze, think, plan, do , review and renew the cycle). Six year continuing engagement.
  • Provider of services to the real estate industry, single office. Engaged to market and administer the sale process for retiring individual shareholders/officers. Completed process through closing 18 months.
  • Provider of services to the life insurance industry, single office. Engaged to provide ongoing business financial and operational planning, and consulting (Analyze, think, plan, do, review and renew the cycle). Three year continuing engagement.
  • A discrete manufacturer of proprietary roofing systems, multiple plants, and distribution points. Engaged to provide ongoing business financial and operational planning, and consulting (Analyze, think, plan, do, review and renew the cycle). Two year continuing engagement.
  • Developer of large scale planned unit developments. Engaged to provide ongoing business financial and operational planning, and consulting (Analyze, think, plan, do, review and renew the cycle). Three year continuing engagement.
  • Provider of services to the real estate industry, 6 offices in regional locations. Engaged to provide ongoing business financial and operational planning, and consulting (Analyze, think, plan, do, review and renew the cycle). Engaged to market and administer the sale process for retiring individual shareholders/officers. Completed process through closing 5 months.
  • A discrete manufacturer of proprietary electronic parts and systems, multiple plants, and distribution points. Engaged to market and administer the sale process for retiring individual shareholders/officers. Completed process through closing 9 months.
  • Provider of services to the filling, storage and library industries, single office. Engaged to provide ongoing business financial and operational planning, and consulting (Analyze, think, plan, do, review and renew the cycle). Engaged to market and administer the sale process for retiring individual shareholder/officer. Completed process through closing 9 months.
  • Provider and developer of proprietary data and communication integration services to industry. Engaged to market and administer a partial sale for capital infusion requirements. Completed process through closing 6 months.
  • Food industry specialty manufacturer and distributor with multiple distribution points. Engaged to provide ongoing business financial and operational planning, and consulting (Analyze, think, plan, do, review and renew the cycle). Three year continuing engagement.
  • Provider of services to the real estate industry. Engaged to provide ongoing business financial and operational planning, and consulting (Analyze, think, plan, do, review and renew the cycle).
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