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Chess Game


Confidentiality is inherent in the nature of our business.  Due to the sensitivity of our engagements and the information we manage, we do not disclose names of clients on the web-site.  Complete references are available upon engagement qualification and signed disclosure agreement.   The following Client Profiles represent past consultative engagements and types of service offerings.


Transaction Services

  • A Mid-West Based IT Consulting Firm Start Up: Implemented all faucets of a start up company.  Activities included legal & tax formation, create overall business strategy, branding (including logo and website), negotiate business insurance needs, establish accounting system, banking relationships and oversee day to day selling & delivery activities.

  • A Mid-West based Software Development Firm:  Complete restructuring of the Company.  R & D development to port lagacy systems to new technology design and platforms.  This enabled the Company to rebrand itself and provided new revenue models.  Established new software licensing and pricing models that were based on subscription fees.  

Business Team
Touchscreen Computer

Executive Management

  • An Ohio based Mid-Market digital marketing and software development company:  Provided interim day-to-day President management services.  Restructered the financial and accounting systems.  Reorganized business into functional operating profit centers and hired new leadership and talent to help grow the business. Developed new marketing and business plans.

  • A Chicago based Private Equity Group: Provided in-depth strategic advice and industry specific knowledge to build a private portfolio of companies through acquisition. Provided  interim CEO and CFO management of the portfolio and provided Board insight and direction for the portfolio. 


Performance Improvement

Often times our clients have everything they need to succeed, they just require the strategic resources and capital to make a calculated jump. We worked on these projects for several months and the end result was truly spectacular. By professionally managing the engagement , our clients were able to progress by measurable amounts.

  • An Ohio Plastics Recycler and Compounder:  Complete financial & operational restructuring.  Established new senior debt facility, designed & implemented new accounting and financial systems. Designed and implemented new management control and inventory  system.  Restructured the management and operational teams. Developed new technical capabilities that brought new products and markets for enhanced revenue streams.

  • A Mid-West Based Human Resource Provider: Financial turnaround, debt restructuring & interim C-Level executive leadership.  Implemented comprehensive formal accounting closings, annual budget and 13-week cash forecast.    Created new board of director governance oversight and led a comprehensive growth strategy while also implemented initiatives to drive 100% compliance with DOL regulations.

  • A National IT Reseller: Financial turnaround, debt refinancing and operational restructuring.  Implemented comprehensive financial turnaround & operational improvement strategy that ultimately led to a $32M sale of the business. 

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