Sample Accomplishments
During
1998 The Weinstein Group began providing CFO services to a small network
integrator. We implemented the company's first integrated accounting system, recommended
accounting controls and procedures, and assisted with hiring and training key personnel. On a
monthly basis we performed on-site, part-time controller type duties including the preparation
of monthly financial statements. Later in 1999 we developed a formal business plan for the
company and were engaged to find a buyer for the company. Early in 2000 the company was
sold for two times the owners' anticipated selling price. The Weinstein Group not only found a
buyer but also managed the due diligence and negotiated the purchase price and wording of
the final closing documents.
During
2002
The Weinstein Group was hired as the interim CFO of a $500 million
financially
stressed, technology company. Services were performed both on and off-site on a full-time
basis. In assisting the company through a financial restructuring, The Weinstein Group
lead several initiatives, including strategic head-count/cost reductions, negotiating new
financing arrangements and transitioning to a permanent CFO.
During
2003 The Weinstein Group was engaged to locate and contact potential acquisition
targets for a growing technology company. The Weinstein Group assisted in the development
of target criteria, located potential targets based upon that criteria, and approached those
targets. This engagement is ongoing.