I've spent over thirty years assisting businesses and not-for-profit enterprises with Planning, Management and Financial Consulting Services and have worked with over one hundred clients in the areas of business planning, acquisition analysis, business reorganization, business development, asset valuation, financial feasibility, investment analysis, financial planning, and financial reporting and control.
I'm experienced as a Principal in business ventures including real-estate development syndicates and agricultural partnerships. I have served as President and CEO of Jiffy Lube of Pennsylvania, Inc. and President and CEO and Chairman of the Board of LifeStyle Magazine, Inc..
I have been called on to work as an interim CEO/CFO or as a special advisor to the CEO or Board of Directors for periods of a few months to as long as several years.
Engagements begin with a proposal outlining the objectices, scope and approach in completing the assignment and suggest a fee arrangement - to assure a mutual understaning of expectations.
In many cases we begin with the preparation of a Business Plan, which articulates the mission, the goals, and specific short-term objectives of the enterprise. The plan is used to communicate with business stakeholders and with prospective investors. I'e prepared drafts of a wide variety of, "Offering Documents" and "Prospectuses" for review of Legal Counsel.
REPRESENTATIVE ENGAGEMENTS INCLUDE:
BUSINESS DEVELOPMENT LifeStyle Magazine, Inc.
As President and CEO, led the development of this media business from a single magazine with distribution in Bucks County, Pa., to a media group comprising four regional magazines, an interactive website, an innovative related e-commerce site, and a related convention/conference business. During this period, the magazine became the second highest revenue magazine property in the Delaware Valley with gross revenues approaching $5 million. CORPORATE ORGANIZATION/BRANDING Concate Technologies, Inc.
Working as an advisor to the Board of Directors, assisted this Systems Integration and Network Services Company in developing and implementing a focused market strategy and product branding plan.
Developed revenue model, wrote business plan and assisted start up software company in securing over $2.5 million in first round venture capital financing. Worked with technical, legal and accounting professionals to develop a feasible and fundable revenue model and financial projections.
On behalf of existing management, developed the financial framework for acquiring all of the assets of a manufacturer of proprietary industrial pollution control equipment. Assisted management in negotiations, developing strategic and financial plans, and securing financing.
Advised property owners association in the $40 million bankruptcy of a multi-use recreational and resort property development in North-East Pennsylvania. Assisted in the formulation of property owner's objectives, developed negotiating strategy, led successful negotiations with key creditors, and assisted in negotiating the 'Section 363' sale of assets.
Developed financial structure, drafted all securities filings and supervised adherence to related regulatory requirements in connection with the public offering of equity in this small consumer products company.
Assisted ice skating rink developer/owner in improving profitability and cash flow by reorganizing management, identifying and increasing revenues of high margin services, simplifying and implementing better controls of inventories, and assisting in negotiating the acquisition of a competing facility.
EDUCATION & AFFILIATIONS
Wharton Graduate Division - University of Pennsylvania, MBA 1977, Concentrations in Finance and Marketing. Allegheny College - BA 1973, Individualized Major in Analytical Techniques