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    • Home
    • WHY US?
    • Fractional CFO
    • Interim Management
    • Engagement Highlights
    • M&A and Integration
    • Bankruptcy
    • THE FIRST 60 DAYS
    • AI: THE CFO ADVANTAGE
    • FREE CASH MANAGEMENT TOOL
    • About
    • CONTACT US
  • Home
  • WHY US?
  • Fractional CFO
  • Interim Management
  • Engagement Highlights
  • M&A and Integration
  • Bankruptcy
  • THE FIRST 60 DAYS
  • AI: THE CFO ADVANTAGE
  • FREE CASH MANAGEMENT TOOL
  • About
  • CONTACT US

Why PE Sponsors, Boards, and CEOs Choose Strategic Financial Leadership From Someone Battle-Tested

Not consulting. 

Not advice. 

Accountability. 

30 years executing critical initiatives inside companies that couldn't afford to miss.



SECTION 1: YOU DON'T HIRE A CFO TO HOPE

You Hire One to Win.

  • At critical moments—growth, transition, optimization, transformation—your CFO either enables success or becomes the bottleneck. David has spent 30 years as the interim executive inside these moments. Not advising. Executing.
  • Full P&L Accountability: Interim CFO, COO, CRO, or CEO in companies from $14M to $600M+ in revenue
  • Value-Creation Focus: Deep expertise in EBITDA improvement, margin expansion, cost optimization, and operational efficiency
  • PE Portfolio Optimization: Brought in by sponsors to unlock value, improve performance, and position for successful exits at premium multiples
  • Strategic Execution: Experience across growth initiatives, M&A integration, platform consolidation, facility rationalization, and business transformation
  • Stakeholder Credibility: Trusted by lenders (Wachovia, CIT, Newstar Financial), PE sponsors, boards, and founders because he delivers credible plans and executes them
  • Multi-Site Operations: Managed complex U.S., European, Chinese, and Middle East operations with excellence

Recognition:

2011 "People to Watch—Business Professionals Making Their Mark" — Turnarounds & Workouts Magazine, for outstanding achievements in financial leadership and business transformation.

SECTION 2: THE MOMENT WHEN FINANCIAL LEADERSHIP MATTERS MOST

What Constitutes a 'Critical Moment'?

Critical moments aren't always crises. They're inflection points where the right financial leadership creates millions in value—and the wrong leadership destroys it.

Your CFO Just Left

You need financial leadership in the chair immediately. Not in 8 weeks. Now. Someone who can close books, build forecasts, manage lenders, and make the transition seamless.

You're Scaling Rapidly

Growth is exciting. But it exposes finance gaps—cash flow breaks, costing becomes unreliable, margins hide in the details. You need a CFO who can build financial infrastructure without slowing you down.

You Just Made (or Are Making) an Acquisition

Integration determines whether you capture the synergies or destroy value. You need a CFO who understands financial consolidation, cost synergy realization, and how to blend two operations into one.

You're Preparing for a Major Transaction

Exit, refinancing, capital raise—the financial story you tell determines the price you get. You need a CFO who can build credibility with buyers/lenders, demonstrate financial discipline, and position the company for premium valuation.

Margins Are Eroding and You Need to Find EBITDA

There's usually $500K–$2M+ hiding in your P&L. Most CFOs can't find it. You need someone who has diagnosed and fixed this problem in 30+ companies.

You Have a Lender or PE Sponsor Asking Questions

When stakeholders get nervous, they need credible financial leadership and transparent reporting. Not defensive explanations. Confident plans and accountability.

SECTION 3: WHY PE SPONSORS CALL HIM BACK

Portfolio Value Creation and Exit Success

  • PE sponsors measure success in EBITDA. They bring in experienced financial leadership to:
  • Identify hidden EBITDA: The $500K–$2M+ that's actually there, but nobody's seeing it
  • Build financial visibility: KPIs, dashboards, and reporting that stakeholders actually trust
  • Execute on improvement: Cost reduction, pricing optimization, efficiency gains that stick
  • Prepare for exit: Build the financial foundation and story that justifies premium multiples
  • Establish credibility: With lenders, auditors, and potential buyers

SECTION 4: WHY LENDERS AND BOARDS TRUST HIM

Transparency. Credibility. Accountability.

  • When your lender is nervous or your board is questioning strategy, you need a CFO who:
  • Builds credible cash forecasts (lenders live on these)
  • Communicates transparently (no spin, no excuses)
  • Has navigated similar situations before (so there are no surprises)
  • Has a track record of results (not just promises)
  • Establishes realistic plans backed by accountability

SECTION 5: THE SPEED FACTOR

Your Situation Can't Wait. Neither Do We.

  • Unlike consultants who spend months on discovery, David diagnoses the situation in weeks and delivers results immediately.
  • Week 1–2: Situational assessment and diagnostic (financial review, stakeholder interviews, preliminary recommendations)
  • Week 3–4: Detailed improvement plan, cash forecasting framework, stakeholder communication strategy
  • Week 5+: Execution—as interim CFO or advisor, you have leadership inside your numbers making decisions and moving the needle
  • 60–90 days: Measurable results on EBITDA, margins, cash, or whatever matters most to your business

Copyright © 2026 Corporate Solutions Group, Inc. - All Rights Reserved.


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