Willeman Strategy Partners has worked with many companies to improve their financial results and strengthen their operations. Here are a few examples of work we have done.

Web Development
Larry Willeman joined a fast growing Web development services company as the CFO on a part time basis. During more than two years as the CFO, Larry mentored the Founder CEO through a wide range of management and business issues. He helped establish a strong management team, lowered bad debt expense to close to zero, negotiated a Master Services Agreement with a major financial institution which grew to represent a significant percentage of the company’s revenues, and helped the company get back to focusing on their core strengths. Larry also secured PDC relocation incentives on behalf of the client.

Merger & Acquisition Consulting
Larry advised the executive team of a publicly held company regarding the priorities, issues and challenges to be expected while integrating a company they were acquiring. The integration became the most successful in company history and the product line became a strategic advantage. Previous acquisition integrations had not faired as well.

Medical Group
Larry joined the initial team to launch a Physician owned hospital as the interim CFO. During the six month project, the hospital went from an empty building with six employees to a licensed, funded, fully functioning hospital with more than one hundred employees. He helped hire and train the permanent financial team, led successful efforts to raise significant debt financing, created detailed financial projections and models used both to manage cash flow and raise funds. He also assisted in the preparation of the Private Placement Memorandum and equity fund raising.

Start-up Software
Larry joined the management team of a start up Software Company as the part time CFO. He participated in 2 successful rounds of fund raising; negotiated international distribution agreements; supported the companies selling efforts; handled a variety of legal issues working directly with outside legal counsel as needed; and managed the company’s financial functions. The company’s revenues are growing quickly.

Financial Modeling for Angel & VC Funding
Larry has developed the first financial models for several early stage companies. By creating integrated models of revenues, monthly and annual P&Ls, and cash flow projections the client companies were able to understand the financial variables and consider a range of scenarios. These financial models, and the deeper understanding that resulted, were used successfully to raise both equity and debt financing. Larry has helped several early stage companies refine their business plans and strategies to better focus their companies, and present to prospective investors and business partners.

Software Spin out
Larry joined a software company as their Corporate Controller. The company had been created by product lines from 2 separate businesses. Larry built the team and created an efficient and effective infrastructure. He also played a critical role managing the company for consistent profitability and growth. He was the lead negotiator for all major transactions with vendors, business partners and customers. He worked closely with the sales team and negotiated 2 of the largest deals (more than $1.0M each) in the history of the company.

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