Strategic Re-alignment
Strategic Re-alignment
Strategic Re-alignment
Industry: Real Estate
Legacy Annual Revenue: $300M
Projected Annual Revenue: $305M
Situation:
Lack of Departmental Alignment,
Resulting in Delayed and Inaccurate Financial Statements.
What We Did:
- Restructured Finance & Compliance Departments
- Refined Processes & Procedures
- Optimized Month End Close Cycle
- Positioned for Impending Expansion
Results:
2023 YTD Improvements
- Aligned Resources with Strategy
- Built Scalable, Sustainable Infrastructure
- Optimized Close Cycle, Producing Timely, Accurate, & Actionable Financial Statements (45 Day Close to 15 Day Close)
- Diversified Holdings, Winning Highly Profitable Line of Business
Capacity Optimization
Strategic Re-alignment
Strategic Re-alignment
Industry: Education
Legacy Annual Revenue: $8M
Projected Annual Revenue: $11M
Situation:
Well Established, Multi Location Enterprise
Operating Below Optimal Capacity
What We Did:
- Identified Optimal Capacity
- Solidified Scalable Infrastructure
- Established Growth Plan
- Created 1, 3, 5 Year Forecast with Operational Expansion Plan
- Established Financial & Operational Reporting Tools
Results:
2023 YTD Improvements
- Enrollment, 25%
- Revenue, 34%
- Total Net Income, 250%
Strategic Shift
Credit Facility Refinance
Credit Facility Refinance
Industry: Construction
Legacy Annual Revenue: $16M
Projected Annual Revenue: $18M
Situation:
High Growth Organization
Missing Opportunities for Margin Accretion
What We Did:
- Identified Optimal Worker Mix
- Introduced Enhanced Productivity Expectations
- Established Growth Plan
- Developed Budget
- Established Financial & Operational Reporting Tools
- Right Sized Working Capital LOC, Negotiated Credit Limit & Terms
Results:
2023 YTD Improvements
- Targeted Tech Productivity, 32%
- Targeted Tech Revenue, 47%
- Targeted Gross Profit, 185%
Credit Facility Refinance
Credit Facility Refinance
Credit Facility Refinance
Industry: Technology
Legacy Annual Revenue: $20M
Projected Annual Revenue: $38M
Situation:
Technology Enterprise Requiring Capital for Segment Diversification and Future Growth
What We Did:
- Evaluated and Translated Operational Performance, Determining Capital Required to Support Growth Plan
- Developed Enterprise Wide Budget, Incorporating Synergies from Segment Diversification
- Created Multi Year Roadmap, Developing Operational & Financial Milestones
- Negotiated Credit Limit & Terms
Results:
- Increased ABL LOC 300%, Supporting Segment Diversification, Increasing Maximum Transaction Size
Client Reviews
"Immediate Value"
"Meaningful Results"
"Immediate Value"
“Michelle and The William Stanley team have been critical to planning and executing the next phase of growth for our company.
“Michelle and The William Stanley team have been critical to planning and executing the next phase of growth for our company.
They approach their work as true business partners invested in your success, while challenging you to think critically about your business and what’s best for it, not just for next year but for the next 10 years.
Michelle herself is a dynamic and empathetic leader who can add immediate value to the executive team of any fast-growing organization.”
Brian Hill, Co Founder & Chief Revenue Officer
"One of a Kind"
"Meaningful Results"
"Immediate Value"
"The William Stanley CFO Group’s experience in scaling, budgeting through tough times, and projecting cash flow - really, anything financial - along with their drive to deliver, make them very special.
Beyond their technical abilities, the team has incredible people skills, in my experience making them one of a kind in their space.
Our te
"The William Stanley CFO Group’s experience in scaling, budgeting through tough times, and projecting cash flow - really, anything financial - along with their drive to deliver, make them very special.
Beyond their technical abilities, the team has incredible people skills, in my experience making them one of a kind in their space.
Our team could not be happier with the partnership."
Ani Ganesan, Co Founder
"Meaningful Results"
"Meaningful Results"
"Meaningful Results"
"The William Stanley CFO Group has been the ultimate partner. While the financial piece, establishing a budget and robust monthly reporting package, was a given, the real surprise for me was the breadth of their services, and their unwavering dedication to my organization's success.
A phenomenal culture fit, The William Stanley Team beli
"The William Stanley CFO Group has been the ultimate partner. While the financial piece, establishing a budget and robust monthly reporting package, was a given, the real surprise for me was the breadth of their services, and their unwavering dedication to my organization's success.
A phenomenal culture fit, The William Stanley Team believed in Watermelon Swim’s Mission, and championed its Vision and Values, building a customized plan to facilitate meaningful improvements. Beyond the typical finance function, including establishing a plan to optimize enrollment, maximizing revenue, the William Stanley Team provided valuable insights and expertise, assisting Watermelon Swim with an operational restructure, expansion planning and financing, risk management, and long term wealth management.
With careful planning, and a keen eye on execution, Watermelon Swim has realized multiple efficiencies, optimizing profitability while positioning for our next level of success. "
Micha Seal, Founder
