Real engagements, real numbers. Where a client asked us to keep their name private, we describe the company instead. Filter by the situation closest to yours.
CPGExit
From a $6M fire sale to a $29M cash close
Cold brew coffee producer | Strategic advisor and partner
Three months of cash left and a $6M letter of intent already accepted. Fifteen months later the company closed a $29M cash sale, and the buyer was acquired by a major national beverage company within a year.
Sale value, before Sale value, after EBITDA, before EBITDA, after What we did
- Installed EOS at every level for accountability and alignment
- Repriced the product line and renegotiated national retail contracts
- Secured new national distribution
- Replaced five key management and mid-management positions
- Kept leadership steady through the sale process
"Paul created and executed a strategy that quadrupled EBITDA and the multiples offered for the company."Victoria Lynden, CEO and Executive Chair
HealthcareExit
Dermatology practice: valuation nearly doubled, then sold
Medical practice | Financial advisor and operational consultant
Five of six doctors had left and a trusted accountant was stealing. A $10M offer was on the table. We stopped the theft, rebuilt the controls, grew revenue more than 100% and guided the owners through a sale that beat the original offer.
Valuation, before Valuation, after What we did
- Detected and shut down fraud by the practice accountant
- Promoted and trained an internal bookkeeper on QuickBooks
- Brought reporting to U.S. GAAP
- Ran a sale-readiness assessment before going to market
DistributionLending
HVAC distributor: from lender rejections to a $3M line
Privately owned HVAC distribution company
Existing lenders had declined funding more than once. We fixed pricing and costs until the company was consistently profitable within three months, cleaned the balance sheet, and walked the bank through diligence.
3 monthsto consistent profitability
$3Mline of credit secured
SBAlow-cost funding opened
What we did
- Physical inventory counts and inventory valuation corrected
- Fractional controller replaced a full-time controller, cutting cost and close time
- Ongoing debt covenant monitoring
HealthcareSEC
First-ever audit and an S-4 approved in under two weeks
Emerging long-term care company | Strategic advisor
Prior consulting firms had failed. The company had never been audited and needed two years plus an interim period audited, F-pages written and an S-4 filed with the SEC, in the middle of COVID.
0SEC comments on the S-4
30+ to 10days to close the books
80%faster 2020 audit
What we did
- Wrote the first F-pages, MD&A and pro forma disclosures
- Updated SOX narratives and risk controls
- The filing let the company launch its virtual at-home care platform ahead of schedule
LendingM&A integration
Integrating a $20B consumer lending acquisition
National consumer lender | Project manager, process improvement
The client bought a division much larger than itself from a major bank. Thousands of intercompany transactions a day across 400+ entities in 48 states had to match inside a new Oracle system.
Daily errors, before Daily errors, after 3staff positions eliminated
$210K+annual payroll savings
400+entities closing faster
What we did
- Built a custom intercompany matching solution in Oracle 12c Fusion
- Cross-functional teams on both sides of the deal
- Led to more policy and process work across the combined company
ManufacturingASC 606
ASC 606 revenue system for $1B of revenue
Global manufacturing company | Strategic advisor
A billion-dollar manufacturer had no workable way to review complex contracts under the new revenue standard. We led the build of a revenue control system rolled out across 80+ facilities and 150+ employees worldwide.
70%fewer contract review FTEs
90%lower revenue error rate
1 dayfaster month-end close
SoftwarePE-owned
Hospitality software company: books ready, sale closed
Private equity owned software company
Not enough cash to fund the technology the business needed. We cut footprint and headcount, took over GAAP accounting, sped up the close, and sat on the diligence calls with buyers.
Highersale price from buyer confidence
2buyer processes supported
What we did
- Helped the new owner with purchase accounting
- Built policies and schedules for the new in-house team
HospitalityLending
A Colorado hotel gets its refinance
Boutique motel, hotel and restaurant
A young couple bought and rehabbed the property on short-term money. Seasonal revenue made cash unpredictable. We brought the books current, reconciled booking, restaurant and payroll platforms, and built department budgets and 13-week cash projections.
Securedbank real estate refinance
Securedline of credit
Construction trades
Fire protection: pricing jobs to actually make money
Fire protection and detection company
Jobs were underbid, receivables were slow and nobody could see a shortfall coming. We built a job estimating tool that captured materials, labor and overhead, plus cash forecasting models, faster collections and better supplier terms.
Improvedprofit on completed jobs
Forwardcash visibility
Health products
FirstFitness Nutrition: 90 days
FirstFitness Nutrition
Prior fractional CFOs had spent three years without moving the needle. Paul sharpened revenue strategy, built data-driven pricing, uncovered true cost-to-serve and installed a forecasting system. The company beat its EBITDA targets ahead of schedule.
"Paul accomplished in 90 days what other CFOs hadn't in three years."Nigel Branson, CEO
Lending
Essential Lending: eleven years and counting
Essential Lending | Client since 2015
Financial reporting and investor relations, management of outside accounting and tax, CFO-level cash planning, 1, 3 and 5-year projections, a debt capital raise, and guidance through a business model conversion and asset acquisition.
"I could not recommend Paul and C-Suite Support more highly."Tommy Glenn, CEO
Nonprofit
PERK: two entities, one clear picture
PERK | 501(c)(3) and 501(c)(4)
Clarified the financials, tightened internal controls, guided board governance, structured event expenses, applied GAAP to volunteer support, and built policies that keep the organization compliant without slowing it down.
"I trust him with our most sensitive financial and operational issues."Amy Bohn, Founder and President
Professional services
Forrest Performance Group: finance through people
Forrest Performance Group | Client since 2018
Financial statements and modeling by department, sales training support, banking relations, software integration that cut operating cost and improved the CRM, plus compensation plans, recruiting and an insurance review.
"We found Paul to be a unique revenue driven CFO with exceptional operational skills."Jason Forrest, CEO
Tax planning
J. Marc Lewis: hired in two months after two lost years
J. Marc Lewis and Associates
Three prior recruiters produced three unqualified interviews in two years, in an industry losing talent fast. Jayson Potts built a recruiting plan with candidate comparison forms and placed quality hires in about two months.
Time to hire, before Time to hire, after "Jayson was my last chance."Marc Lewis, CEO
Construction
Cheyenne Construction: a finance team that reports on time
Cheyenne Construction and GYC
Sourced, interviewed and presented a new accounting team, and found the system issues that were corrupting report processing.
"...allowed us to have timely, accurate financial reporting."Robert M. McCarthy, CEO
Figures come from C-Suite Support case studies and client testimonials. Unnamed clients are described by industry at their request.
