CASE STUDIES

  • Rescuing a Small Credit Union

    Successfully rehabilitated a small market financial services firm from regulatory and financial mismanagement. Created new policies and rewrote existing policies to reflect a more sound regulatory compliance mindset and a more sustainable financial management strategy.

  • Improving Security and Team at a Data Firm

    Created and developed an internal control department that aided in the marketability of the firm’s services toward Fortune 500 companies. Authored and co-authored more than 30 information security, human resources, and internal control policies.


  • Saving a Small Restaurant from Collapse

    Secured funding and physical resources for a small luncheonette. Helped manage two crises related to the state and condition of the premises. Authored a vendor agreement and restructured the relationship between client and vendor. Overhauled the buying and sourcing process to halt financial losses and create profitability.

  • Franchising a Fitness Studio

    Secured more than $250k in funding for the development of a secondary location that served as the blueprint for the future franchise model.

  • Growing a Pet Groomer's Market Share

    Created the plan than led to a larger capture of the immediate market. Authored SOP that created a replicable process which led to greater efficiency and ultimately more net income.

  • Improving Economic Development at a CDFI

    Created and led more than 30 unique programs and workshops designed to educate and train local entrepreneurs in low-income and underserved markets. Authored policies, procedures, and SOPs to manage the operations of a multi-market office, serving a large population.

  • Doubling a Painting Contractor's Business

    Grew a residential and commercial painting contractor into a multi-million dollar competitor.

  • Raising $500k for a Daycare Empire and Making a Real CEO

    By providing strategic guidance and financial management, I helped the daycare company secure the funding needed for its expansion, launch a new location, and transform the CEO into a visionary executive. These efforts not only supported the company’s immediate growth but also positioned it for long-term success in a competitive market.

  • Helping a Founder Grow His Property Management Firm

    Performed administrative and financial management functions for a startup property management firm overseeing dozens of properties within first three months of operations.