Helped the portfolio company find the appropriate, experienced CFO who would help lead the company forward.

Developed cash flow forecasts and management processes.

Co-led the development and execution of a recovery plan focused on business growth, G&A reduction, new processes, cultural change, and payment plans with suppliers.

Justified a cash injection from investors to execute the plan.

Developed and led a strategic planning process and a 3-year plan.

The CFO was replaced with an experienced portfolio company CFO.

Became cash positive and current on all critical supplier payments.

Achieved double-digit growth in sales and EBITDA in 2024.

Implemented a 3-year growth plan leading to valuation achievement.