Entre Prises Climbing Walls
Services Provided:
- Leadership mentoring and advising
- Worked with management on clarifying communications, accountability and company focus on bottom line profitability
Opportunity Knocks
Services Provided:
- Ongoing facilitator for manufacturing CEO team
- Former membership director, recruited over 200 new members in a little over 2 years
Homeschool Snowboarding
Services Provided:
- Facilitated team in discovering their company “Why” statement, mission, core values, unique offerings, marketing strategy, 10-year trajectory, 3-year plan, 1-year plan and quarterly goals
- Built financial model for sales growth projections, margins, cashflow, expenses and investor presentations
- Continued leadership mentoring
- Contract CFO services
Rescue Response Gear
Services Provided:
- Facilitated team in discovering their company “Why” statement, mission, core values, unique offerings, marketing strategy, 10-year trajectory, 3-year plan, 1-year plan and quarterly goals
- Mentored leadership through a complete company transition and change of structure
- Built financial model template for sales growth projections, margins, cashflow, and expenses
- Set up and monitored KPI’s (Key Performance Indicators)
Humm Kombucha
Services Provided:
- Wrote in-depth 43 page business plan complete with financial model and sales strategy
- Developed a 4 phase facility/infrastructure growth plan including capital needs
Rigging Lab Academy
Services Provided:
- Advised leadership in developing a new business for online learning platform
- Mentored ownership on strategy for re-defining company focus and distribution model
Pedaling Innovations
Services Provided:
- Guided client through process of developing new product, protection of IP, manufacturing and supply chain options
- Built financial proforma for three-year sales projection and overall profitability and cashflow forecasting
Gobi Gear
Services Provided:
- Set up chart of accounts and financial reporting protocol for owners to use on their own
- Built financial model to determine cash needs and growth planning
Mike Hawks – Oil and Gas Industry Geologist, Casper, Wyoming
Services Provided:
- Guided due diligence investigation into a potential acquisition
- Developed strategy and negotiation points for possible company purchase
- Evaluated acquisition payback period and financial requirement
Realm Logistics
Services Provided:
- Built financial feasibility analysis for starting a new third party logistics business
- Advised leadership in strategy, options and startup requirements
DANI Naturals
Services Provided:
- Facilitated team in discovering their company “Why” statement, mission, core values, unique offerings, marketing strategy, 10-year trajectory, 3-year plan, 1-year plan and quarterly goals
- Contract General Management services overseeing daily operations
- Advised ownership team on company strategy, leadership development, infrastructure organization and financials tools
Terra Frma
Services Provided:
- Facilitated team in discovering their company Why, What and How. Purpose, core values, unique offerings, power position, marketing strategy, 10-year trajectory, 3-year plan, 1-year plan and quarterly implementation goals and team action.
- Worked through product offering, price points, margins, go-to-market strategy, launch planning and financial implications to this startup.
- Advised them as they built a financial model for sales growth projections, margins, cashflow, expenses, advisory board, company structure and investor relations.
- Continued and ongoing leadership mentoring.
Pfeifer & Associates
Services Provided:
- Facilitated team in discovering their company Why, What and How. Purpose, core values, unique offerings, power position, marketing strategy, 10-year trajectory, 3-year plan, 1-year plan and quarterly implementation goals and team actions.
- Worked through organizing finances to identify: revenues streams, areas of profitability, evaluating new opportunities, departmental budgeting and advised on areas to improve cash position. Built a 3-year cashflow proforma to provide clear management decision making.
- Advised on re-structuring the company into clear divisions with clear accountabilities and leadership duties.
- Continued and ongoing leadership mentoring.
Blue Star Press
Services Provided:
- Facilitated team in discovering their company Why, What and How. Purpose, core values, unique offerings, power position, marketing strategy, 10-year trajectory, 3-year plan, 1-year plan and quarterly implementation goals and team actions.
- Worked through organizing finances to identify: revenues streams, areas of profitability, evaluating new opportunities, departmental budgeting and advised on areas to improve cash position. Built a 3-year cashflow proforma to provide clear management decision making.
- Advised on re-structuring the company into clear divisions with clear accountabilities, leadership duties and methodology for successful implementation.
- Continued and ongoing leadership mentoring.
Oregon Outdoor Alliance
Services Provided:
- Facilitated Board in discovering their company Why, What and How. Organization Vision, unique offerings, 3-year plan, 1-year plan and quarterly implementation goals and team actions.
- Continued and ongoing strategic and leadership mentoring.
RicketyRoo Inc
Services Provided:
- Facilitated team in discovering their company Why, What and How. Purpose, core values, unique offerings, power position, marketing strategy, 10-year trajectory, 3-year plan, 1-year plan and quarterly implementation goals and team actions.
- Worked through organizing priorities and opportunities and developing an action plan to gain new business and meet newly established sales goals.
- Facilitated quarterly rock/goal setting sessions with measurable outcomes and actions needed to reach goals.
- Continued and ongoing leadership mentoring.
Bend Outdoor Worx
Services Provided:
- Founding member of BOW
- Ongoing mentor for cohort companies
- Continuing mentorship in: leadership skill development, company strategy, messaging/branding, financial management, distribution models, company structure/organization, manufacturing, supply chain management, market analysis, core competency and focus, financing options, investor preparation.
Working With:
