AREAS OF EXPERTISE:

GENERAL MANAGEMENT / PLANNING
Administration, Organizational Assessments, Contract Preparation and Reviews, Sales, Distribution, and Purchase Agreements, Operations Reviews, Direction and Focus Assessments, Restructuring, and Structured Decision Making.  Forecasting, Business and Strategic Planning, Business Advisory.  Merger & Acquisition recommendations, Structuring the Deal, Arranging for Financing, Performing Due Diligence, Implementation and Integration.

FINANCIAL SYSTEMS
MRP/ERP Systems Evaluation, Selection, Implementation, and Conversion. Inventory Evaluation, Cost Accounting, Information Systems, and Turnaround Planning.  Business Process Creation.  Business Process Re-engineering.  Business Process Management.  Bank Financing (including SBA and EDA loans/lines), Lines of Credit Financing (usually used in Import or Export sales or purchases), Asset-Based Lending, Letters of Credit, All-Party Negotiations (Unions/Banks/Vendors/Employees/Customers/Investors), GAAP Compliance and Auditing, HR and Organizational Systems.  Job Costing, Standard Costing, Pricing modeling.  Development of logical Key Performance Indicators (KPIs), Balanced Scorecards, and Dashboards.

FAMILY OFFICES
Setting up and organizing Family Offices, creating Standard Operational and Reporting Processes with Security Protocols, converting to mostly Digital processes, installing Financial Management Software (best to work across all Entities), managing and working with diverse Key Providers such as Bankers, Insurance and Financial Brokers.

PROJECT MANAGEMENT
Matrix or Line, Team Building, Scheduling (PERT/GANTT), Budgeting, Project Coordination, Documentation, Justification Analysis, Work-in-Progress Evaluation, Project Administration, Tracking, Auditing, Validation, and Reporting.

MANUFACTURING / PRODUCTIVITY
Safety Reviews, Materials Management, Methods Management, Work Flow, MRP Utilization, Procurement, Vendor Evaluations, Debottlenecking Analyses, Cost Reduction Programs, Inventory Analysis, Budgeting, Asset Allocation, Facilities Management, and Maintenance Programs.

PRODUCT DEVELOPMENT
R&D, Product Conception to Reality, Design of Experiments, Product Performance Review, Design for Assembly, Reliability and Maintenance, Test Program Development, Product Optimization, Risk Analysis, Warranty Policy Recommendations, Price Point Determinations, Standard Cost Development, Sales Tool and Presentation Development, and In-house Software Coordination and Integration.

CUSTOMER SERVICE
Develop Training Programs, Field Service, Standardization of Services, Pricing Coordination, Order Entry, and Satisfaction Surveys.