Providing value added financial solutions
Medical Device Manufacturer -
Fred joined our early stage company in the start-up phase and in less than 60 days completed all required filings, developed and secured a company image, leased and furnished a headquarters/manufacturing facility, and established vendor and banking relationships. Fred is a key team member in our capital raise efforts, helping to successfully raise our first round of equity. His relationships in the community have been instrumental in raising the profile of our company and in attracting the attention of community leaders, important service providers, and regional equity/debt players. "Fred provides counsel to me on financial, planning, administrative and other matters and I consider him to be a trusted personal advisor. He has consistently gone above and beyond what I would expect from a consultant or even an employee."
Commercial Real Estate -
Fred has been instrumental in assisting me with a difficult lender relationship by providing timely and accurate financial information and developing a strong working relationship with the lender. His efforts have convinced the lender to provide sufficient time for us to explore and identify several refinance options. In addition, Fred has been a great sounding board for me regarding new acquisitions and divestitures. He has truly provided value to our organization. "Fred was instrumental in helping us get refinanced with terms we can live with and a lender that is better suited for our business going forward. We would not have had this level of success without his efforts."
Aerospace Manufacturer -
We engaged Fred to assist with customizing manufacturing software for our aerospace parts company because of his relevant software knowledge and experience with regulated industries. He greatly contributed to a system that now provides us with tracking of manufactured products to meet Governmental and Customer requirements. Fred had a very detailed and organized approach to this effort and was able to obtain buy-in and cooperation from all company employees from top management to hourly production employees. "Fred’s technical knowledge of accounting/finance and systems integration as well as his ability to thoroughly listen and foster compromise were key qualities that served our organization well."
Restaurant Franchise -
Fred was the lead on-site member of the turnaround team that led our company through a Chapter 11 Bankruptcy filing and exit. He was instrumental in providing projections and assisting with attorney and creditor meetings and was key to contributing to our exit (from Bankruptcy protection) strategy. Fred worked closely with our entire organization to ensure a professional presentation of data to attorneys, creditors and the courts, working tirelessly to meet difficult filing deadlines. "Fred’s overall knowledge and ability to precipitate our turnaround plan was key in this organizations success in doing so."
Engineering Services -
Fred has worked with our organization since our start-up several years ago to provide Accounting and Financial services as well Human Resource Management. I asked him to assist us as we are long term business associates and have jointly experienced past successes. Fred provides the company with a financial slant to our business problems and frequently attends management and client meetings to offer advice from that perspective. "Fred is a highly respected man in finance and business. He is a very knowledgeable individual, and pays very close attention to detail."
