Paul Whitley

FINANCIAL PLANNING: Over 30 years’ experience as a CFO and Financial Advisor. 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.

SYSTEM IMPLEMENTATIONS: 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 & EXPENSE CONTROL: Improved sales by 38% in a Consumer Services Company in the first year with same level of inbound calls while reducing support payrolls by 22%, providing Shared Services with aggressive Lean Management initiatives supporting sales scripts.

BUSINESS DEVELOPMENT: Produced $2.4B in Funds Employed averaging over $100M+ annually for 15 years in Asset Based, Real Estate and Cash Flow loans. Achieved annual ROI’s ranging from 22% to 30%.

DEBT RESTRUCTING / PROFIT IMPROVEMENT / TURNAROUND: Turned around $6M company into multi-unit / multi-state retailer/manufacturing company, growing revenues to $181M and reducing costs leading to the first profit in 3 years.

MERGERS & ACQUISITIONS: Led 25 successful M&A transactions totaling $354M value and Managed

$500+ million portfolio of company facilities.

FINANCE & TREASURY: Raised $336M+ in public debt and equity offerings, private equity, bank debt, capital leases, term notes, asset backed revolvers, letters of credit, etc.

RELEVANT EXPERIENCE:

·         Senior VP– $2 Billion Hedge Fund.

·         Business Development Manager/Officer – $7 to 17 Billion Commercial Lending Companies – producing $2.4 Billion in Funds Employed averaging over $100 Million+ annually.

·         CFO/COO/CMO & General Manager – $180 Million Public Company Retail and Manufacturing.

·         COO – $40 Million Public Company.

·         Corporate Accounting Manager – $5 Billion Public Company.

We have relationships developed over the last 20 years throughout North American in the event multiple members of a C-Suite are required to parachute in to assist in an engagement. We can draw on existing relationships, employees, and other members of C Suite Support to scale at a client’s request for their specific needs. Fractional CFO work is more than a part time CFO, it is a true discipline to know how to coordinate fractional CFO engagements.

EDUCATION and COMMUNITY

MBA – Capstone for certificate – Internet Technology – E-Commerce, University of Dallas, Dallas, Texas

BBA – 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 50 years. They have one son and two daughters, 8 grandchildren and three great grandchildren and they have a Miniature Schnauzer, Mr. Roger Hobbs.

Interests: Avid musician/trumpet player (Symphony, Jazz, and Community Bands), Amateur photographer and travel.