Paul Whitley

CFO / COO / CRO / Business Development

Functional Experience

  • Corporate Finance
  • Fund Raising
  • Mergers & Acquisitions
  • System Implementations
  • Turnarounds & Restructuring
  • Accounting (US GAAP)
  • Risk Management & Due Diligence
  • Forensic Accounting
  • Forecasting, Budgeting & Reporting Liaison
  • Lean Management and Shared Services Cost Controls
  • Analysis Modeling, KPI’s, RFP’s,& SLA’s
  • Product Brand Positioning
  • Customer Relationship Management (CRM)
  • Enterprise Resource Planning (ERP

Industry Experience

  • Retail
  • Manufacturing and Distribution
  • Furniture and consumer retail products
  • Real Estate
  • SaaS
  • Auto Finance
  • Financing – ABL, P/O and A/R
  • Construction
  • Merchant Cash Advance


  • Accounting
  • Home Repair
  • SaaS
  • Electronic Payments
  • Auto Dealerships
  • Consumer Loan
  • Tax
Commercial Lending
  • Accounts Receivable
  • Asset Based Lending
  • Real Estate
  • Purchase Order Financing
  • Hard Money
  • Factoring

Paul Whitley

Managing Member

35 Years Experience

Paul is a hands-on Finance and Operations leader with extensive experience in strategic planning, turnaround management, business development, marketing and working with the Board of Directors. He is a driven strategic thinker with an entrepreneurial spirit and have an established record of success in growing and sustaining shareholder value with both large ($5B) and small ($1.5M) companies.

He is a proven transformational executive providing strategic financial and operational management leadership that helps successful growth and exit transitions. His track record includes:

FINANCIAL PLANNING:  CFO, COO, Principal Accounting Officer – of 3 public companies – $40M to $5B including Retail, Services, Construction and Manufacturing. 

MERGERS & ACQUISITIONS: Sourced, underwrote & funded companies for $1.6B, averaging over $100M+ annually, Led 15 successful M&A transactions totaling $250M value, Managed $500+ million portfolio of company facilities.

FINANCE & TREASURY: Raised $310M+ in public debt and equity offerings, private equity, bank debt, capital leases, term notes, asset backed revolvers, letters of credit, etc.

SYSTEM IMPLEMENTATION: Created and implemented innovative technical POS, ERP and CRM systems to lead team collaboration in customer-centric service, call center, pricing, and problem resolution increasing in the first year, revenue from $32M to $50 Million and net profit from $770 Thousand to $4.7M.

SALES and EXPENSE CONTROL: Achieved growth in a retail and manufacturing furniture company of $6M to $181M, 4 to 71 locations with 1,200 employees through progressive responsibilities of CFO / COO / CMO / GM. Improved sales by 38% in a Consumer Services Company in the first year with same level of inbound activities while reducing support payrolls by 22%, providing Shared Services with aggressive Lean Management initiatives supporting sales scripts.

BUSINESS DEVELOPMENT: Implemented Customer Relationship Management (CRM) for several companies, improving market recognition from 2% up to 70% in one company over 18 months.

Relevant Experience
  • Senior VP– $2 Billion Hedge Fund.
  • Business Development Manager/Officer – $7 to 17 Billion Commercial Lending Companies – producing $1.6 Billion in Funds Employed averaging over $100 Million+ annually.
  • CFO & General Manager – $180 Million Public Company Retail and Manufacturing.
  • COO – $40 Million Public Company.
  • Corporate Accounting Manager – $5 Billion Public Company.
  • MBA – pending Capstone for certificate– 2000 – Internet Technology – E-Commerce, University of Dallas, Dallas, Texas
  • BBA – 1970 – Finance/Accounting, University of North TX, Denton, TX

Paul is active in the community serving as Membership Coordinator for Prestonwood Baptist Church

Paul and J have been married 46 years. They have one son and two daughters, 8 grandchildren and two great grandchildren and they have a Miniature Schnauzer, Mr. Roger Hobbs Jr.


Contact Info

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