Founders – Distribution Company (2015-2017)

Founders – Distribution Company (2015-2017)

GFA Guidance & Recommendations

Impact

I. BUSINESS:
A. Overall Goals and Objectives:
  • Develop, Integrate and coordinate income tax mitigation, key person buy-in and business succession (death, disability, disagreement and retirement), strategic investor minority interest acquisition/governance, buy-in of a foreign national under EB-5 to newly created majority owned LLC, risk management (key person, E&O/D&O, buyout, commercial, etc.).
  • Introduced and co-managed/negotiated asset based regional bank lender and third party lease financing options.
  • Work with existing counsel(ultimately advised to replace) and accounting/audit firm, recommended responsive and cost effective legal counsel.
B. Ongoing Initiatives:
  • Introduced owners to significant distributor in Southern Florida market with facilities to store clients product as well as to develop co-distribution with access to 1000 restaurants and hotels.
  • Working with client on various acquisitions including meeting with targets, negotiating with owners, developing basic valuation models (adjusted EBITDA, multiples), outlining business issues, developing relationship, supporting and spearheading process, etc. family planning Inc. overseas assets, income tax mitigation, etc.
  • Coordinated and integrated business and personal “Financial Blueprints” – clients making informed decisions, Gross is “go to guy”.
  • Facilitated and coordinated financing, legal, strategic, accounting, etc. “Global Quarterback”.
  • Saved $25k legal fees.
  • Expanded distribution opportunity.
  • Company growth coupled with coordinated / integrated process, ongoing review.

GFA Guidance & Recommendations

Impact

I. BUSINESS:
A. Overall Goals and Objectives:
  • Develop, Integrate and coordinate income tax mitigation, key person buy-in and business succession (death, disability, disagreement and retirement), strategic investor minority interest acquisition/governance, buy-in of a foreign national under EB-5 to newly created majority owned LLC, risk management (key person, E&O/D&O, buyout, commercial, etc.).
  • Introduced and co-managed/negotiated asset based regional bank lender and third party lease financing options.
  • Work with existing counsel(ultimately advised to replace) and accounting/audit firm, recommended responsive and cost effective legal counsel.
B. Ongoing Initiatives:
  • Introduced owners to significant distributor in Southern Florida market with facilities to store clients product as well as to develop co-distribution with access to 1000 restaurants and hotels.
  • Working with client on various acquisitions including meeting with targets, negotiating with owners, developing basic valuation models (adjusted EBITDA, multiples), outlining business issues, developing relationship, supporting and spearheading process, etc. family planning Inc. overseas assets, income tax mitigation, etc.
  • Coordinated and integrated business and personal “Financial Blueprints” – clients making informed decisions, Gross is “go to guy”.
  • Facilitated and coordinated financing, legal, strategic, accounting, etc. “Global Quarterback”.
  • Saved $25k legal fees.
  • Expanded distribution opportunity.
  • Company growth coupled with coordinated / integrated process, ongoing review.

GFA Guidance & Recommendations

Impact

I. BUSINESS:
A. Overall Goals and Objectives:
  • Develop, Integrate and coordinate income tax mitigation, key person buy-in and business succession (death, disability, disagreement and retirement), strategic investor minority interest acquisition/governance, buy-in of a foreign national under EB-5 to newly created majority owned LLC, risk management (key person, E&O/D&O, buyout, commercial, etc.).
  • Introduced and co-managed/negotiated asset based regional bank lender and third party lease financing options.
  • Work with existing counsel(ultimately advised to replace) and accounting/audit firm, recommended responsive and cost effective legal counsel.
B. Ongoing Initiatives:
  • Introduced owners to significant distributor in Southern Florida market with facilities to store clients product as well as to develop co-distribution with access to 1000 restaurants and hotels.
  • Working with client on various acquisitions including meeting with targets, negotiating with owners, developing basic valuation models (adjusted EBITDA, multiples), outlining business issues, developing relationship, supporting and spearheading process, etc. family planning Inc. overseas assets, income tax mitigation, etc.
  • Coordinated and integrated business and personal “Financial Blueprints” – clients making informed decisions, Gross is “go to guy”.
  • Facilitated and coordinated financing, legal, strategic, accounting, etc. “Global Quarterback”.
  • Saved $25k legal fees.
  • Expanded distribution opportunity.
  • Company growth coupled with coordinated / integrated process, ongoing review.

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