Vegetables Greenhouse Grower - reviewed this private tomatoes and peppers grower business and financial plan, then working with the owners exploring a more profitable path growing cannabis. A lucrative JV was closed four months later with a "large cap" publicly traded cannabis company.
Fire Fighting Aviation company - reviewed the operations and finance department processes, then working alongside management and owners identified opportunities for efficiency improvements, additional revenue sources and cost savings, plus crafted valuable weekly, monthly, annual management reporting.
Amusement Park Industrial company - reviewed business operations processes, key performance indicators, debt management & fx hedging activities of this publicly traded company. Also created "dashboard" weekly reporting of key company drivers for the management team to monitor.
Fund Manager - reviewed current and new potential investments. Worked with the CEO and investee company leaders to maximize each investment's performance, put risk management checks and balances in place, plus provide clear monthly reporting to the fund investors.
Was recently interim CFO at a flowers - cannabis company, Working with the CEO we raised enough capital to build out the facilities plus reach cash flow positive in the business
WDS understands business, financial implications and creating shareholder value. We will review and provide advice on your business strategy, execution plan against future goals, and your company culture and management team competencies, plus introduce you to valuable business partnerships to achieve your goals. We'll look at ways to optimize working capital, facility operations, leadership and even hedging strategies to reduce risks. We'll work with you to develop a strong cash flow forecast and accompanying budgets, provide recommendations to grow forward, then determine the best capital raising and management strategies along with business development initiatives.
9906 Resthaven Drive, #103
250 589 5305