Case Studies
Medical Device Company - SouthWest US
CFO Leadership, Capital Raise, Accounting Overhaul & Client Base Expansion
Specialty Goods Retail - South, SouthEast, and SouthWest Regions
Business Stailization, Growth of E-commerce/ Social Media, Accounting Overhaul & Growth Capital Strategy
Energy Storage Company - SouthWest US
Institutional-Grade Financial Modeling, Due Diligence & Multi-Million-Dollar Equity Raise
Health Diagnostics Company - NorthEast US
Multi-Million-Dollar Debt Raise & Capital Restructuring for Financial Sustainability
Bespoke Bath & Kitchen Remodeling - California & Major SouthWest Regions
CFO Leadership, Capital Raise Negotiation & Accounting Transformation