Vegetables Greenhouse Grower - reviewed this private company's business and financial plan, identified and explored a higher margin path growing cannabis with the owners. A JV was closed four months later with a large cap public cannabis company.
Fire Fighting Aviation company - reviewed the operations and finance department work processes, then working alongside management and owners identified opportunities for efficiency improvements and valuable weekly/monthly/annual management reporting.
Amusement Park Industrial company - reviewed debt management, fx hedging policies and strategies of this publicly traded company. Also created "dashboard" reporting of key company drivers for the management team and staff to follow.
Fund Manager - reviewed current and new potential investments. Worked with the CEO to maximize each investment's performance, put risk management checks and balances in place, plus provide clear monthly reporting to the fund investors.
Advising an online national procurement training company CEO to achieve mid and long term business and personal goals.
WDS understands business and financial impacts. 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 help achieve your goals. We'll look at ways to optimize working capital, cash management and hedging strategies to reduce risks, plus ensure the appropriate policies and procedures are in place to protect all. We'll also work with you to develop a strong cash flow forecast and accompanying budgets, then provide alternatives and recommendations for the best capital raising strategies and new customer business development efforts.