Bank relations, financing, credit lines
Closed a $63 million property acquisition with a $57  million acquisition and improvement loan and a $12 million mezzanine loan
Obtained and closed two $3.0 million mezzanine loans
Substantially reduced owners’ personal guarantees on business credit lines
Obtained working capital credit lines for small businesses in a very difficult bank lending environment
Negotiated and obtained a $1.5 million municipal financial assistance package, $1.0 million institutional equity, and $16.0 million in bank financing for a 300 unit condominium conversion 

Cost reduction and margin control
Identified and corrected margin slippage problem and implemented corrective action  resulting in a record margin and profit year, increasing profit by $1,500,000
Reduced company tax liability by $600,000  by properly structuring a sale
Obtained $360,000 tax refund for an apartment property
Saved $90,000 through proper structuring of a sale of a company
Saved an investor group $40,000 by catching a lender error in a large transaction
Saved $100,000 in property insurance by eliminating duplicate construction and condominium coverage
Placed new group health insurance doubling the number of covered employees at a lower total cost

Forensic accounting-employee dishonesty-partner theft and fraud
Saved $90,000 through discovery of inappropriate financial activity by partners
Discovered several employee thefts through analysis and common sense

Operational structure and organization
Closed on the sale of 460 condominiums in 12 months
Closed on the sale of 240 condominium units in four months
In house counsel for review of all legal documents and transaction structures
Restructured a company after determining that refinancing was not viable
Developed a legal structure to protect the owner in a partnership with outside investors
Raised $4.0 million in capital and obtained legal approvals for a new business
Created and implemented a corporate identity, marketing strategy, and marketplace image for a new business

Human resource consulting
Performance based incentive plans for entire senior management team
Successfully settled HR wrongful termination complaints at no cost to company
Implemented departmental role playing in dealing with difficult customers
Trained department heads unskilled in reading and interpreting financial data in becoming better managers
Created employee manuals as a defense against lawsuits

Transaction structure and analysis
Negotiated the acquisition and structure for the largest acquisition in the history of the company, a $33.0 million transaction in Lake Geneva, Wisconsin

Lender and investor presentations
Communication and presentation of financial information to lenders and equity investors in troubled situations

Pro forma preparation
Developed pro forma formats to analyze complex transaction structures with multiple debt layers

Condo association accounting turnovers
Managed three condo association turnovers totaling 700 units with hostile independent boards and owners

Municipal assistance
Successfully salvaged a proposed development through contact with municipal officials
Business I founded named Business of the Year