18Aug
Founders – Distribution Company (2015-2017)
FOUNDERS AND COMPANY'S TANGIBLE BENEFITS
18Aug
Founder – Aerospace Company (2015-2016)
OWNER'S TANGIBLE BENEFITS: (1) Increased line of credit $5.0mm (2) reduced personal guaranty by $9.0mm, (2) $6.0mm increased net proceeds, (3) $3.0mm increase in cash flow and decreased risk, (4) Facilitated process, reduced fees and stress. Don Gross and GFA, your Global Quarterback.
18Aug
CEO – Technology Company (2015-2017)
CEO’S TANGIBLE BENEFITS: (1) Developed creative option conversion strategy to long term capital gain-estimated tax savings $1.25mm, (2) Educated board on strategy-board approval, (3) Coached CEO on seeking compensation increase and deal bonus-$0.600 mm total package, (4) Executed comprehensive family plan-life and income protection, assets including properties adequately insured for lower cost including umbrella.