Due Diligence, Expansion, and Start Up Business Plans

Acquisitions, Business Expansion, and Start Up

  • Create business plans partnering with management team; present to banks and assist with financing
    • Led business plan preparation and detailed bank presentations including terms negotiations for a client
  • Conduct due diligence; create successful business and integration plans
    • Led due diligence for a client resulting in a price reduction and successful acquisition
    • Quarterback for due diligence and integration for (5) Thule acquisitions +$30 million in growth
    • Created financial and business plans for numerous business start-ups which helped provide significant clarity to owners
  • Return on Investment analysis for business expansion projects – Led successful warehouse expansion for a client