A fast-growing remodeling business lacked the transformative financial infrastructure required to meet expanding client demand
The company operated on a cash-based accounting system that obscured accurate performance metrics and fell short of institutional capital standards
Dealing with contentious investors presented additional complications for strategic growth decisions
Financial Conversion & Compliance: Transitioned from cash-based to accrual accounting, delivering transparent, investor-ready financials
Accelerated Capital Sourcing: Worked closely with the founder, staff, and leadership to identify multiple financing providers, securing term sheets with competitive rates and covenants
Streamlined Negotiation & Reporting: Negotiated optimal conditions while implementing automated reporting for consistent accuracy and timeliness
Targeted Implementation & Scalability: Executed transformative changes quickly, preventing operational disruption and allowing the business to continue thriving despite investor tensions
Adopted accrual accounting standards, providing a clear, standardized financial picture for prospective investors and lenders
Secured options with multiple financing partners, ensuring competitive pricing and terms to support current locations and enable expansion to a third location
Maintained momentum and service delivery through an accelerated overhaul of accounting and financial systems
Established a stable financial platform, positioning the company for sustained growth and more effective management of contentious investor relationships
CFO Leadership, Capital Raise, Accounting Overhaul & Client Base Expansion
Business Stabilization, Growth of E-commerce/Social Media, Accounting Overhaul & Growth Capital Strategy