MY UNIQUe Experience

My passion is coaching business leaders to grow revenue, margin, profit, cash flow and ultimately the value of their companies. Whether this is for a 120-year-old multi-generational family legacy company or a startup with a great idea and in need of capital, I serve the gap between the owners, CEO and finance team.

I have expertise in growing companies, preparing them for a sale transition and obtaining capital and optimal debt structure. During my career I have worked with hundreds of business enterprises as strategic financial advisors and provided counsel to buyers and sellers of companies to maximize the entity value and resulting after tax cash.

My career has allowed me to train internal staff, identifying required staff and sourcing and selecting candidates ranging from entry level staff to senior C suite finance executives. I offer this service to clients who need assistance in building a strong team.

 As both a C-Level executive and owner of businesses for the past 35 years I am skilled at running companies and adding value to organizations. As an entrepreneurial and analytical strategic CFO advisor I have started and run companies as well as taken existing companies and improved the processes, procedures and profitability. My approach is to demonstrate a practical problem solving methodology while creating a team of skilled and motivated business associates in the process.

I have been credentialed by two different organizations for working with business owners to plan, prepare and proceed through the process to sell your business.

 My diverse industry experience includes medical device, real estate, franchising, transportation, construction, software, professional services, manufacturing, distribution, retail, wholesale, bio-tech and technology. 

I hold the following designations:                Active Memberships:

Certified Public Accountant - Inactive              American Institute of Certified Public Accountants Certified Business Exit Consultant®                Washington Society of Certified Public Accountants

                                                                                Alliance of Merger & Acquisition Advisors

                                                                                International Exit Planning Association

                                                                                Registered ExitMap® Advisors

                                                                                CFO Resources Group

                                                                                Professional Directors Association

                                                                                Vistage

Robert Burger, Principal

I have spent over twenty years dedicated to helping business owners achieve their goals and enjoy peace of mind through careful planning, powerful execution, and risk management. Previously, in my corporate career, I served in roles including Chief Financial Officer, Chief Operating Officer, Controller, and General Manager.

I provide services in strategic and financial planning, banking relationship management, accounting oversight, business plan development, industry analysis and benchmarking, financial and operational results analysis and improvement planning, and forensic accounting. I frequently provide coaching and strategic advisory services to business owners and their advisory teams. My industry experience includes manufacturing and distribution, construction, professional services, telecommunications and software, rental services, retail, marine industries, environmental services, and related industries.

I focus on helping the business owner in times of transformation and transition, where careful planning, goal setting, leadership and team-building, performance management, communication and problem solving are most critical. 

When a business owner is ready, I help them plan, prepare for, and execute the sale or recapitalization of their company, or acquisition of another. I lead a rigorous process to increase the company’s profitability, sustainability, and controls, maximizing value and marketability, and streamlining due diligence. I often engage business owners early in their transition planning process, assisting them in evaluating their options and assembling their team of professionals to achieve their transition goals.

Many times, the period after a transition in ownership or transformation of the business model present the greatest risk and potential for severe setbacks. My experience and resourcefulness provide the business owner with the counsel, tools, and outreach to sustain and thrive in difficult periods including cash challenges, leadership and employee alignment, competitive changes and internal operational complexities.

I have provided business advisory services to clients in multiple industries, and provided transition planning and merger and acquisition advisory services for closely held businesses in transactions ranging from under $1 million to over $50 million.

I hold the following designations:                Active Memberships:

Certified Public Accountant - Inactive               CFO Resources Group             

Certified Merger & Acquisition Advisor            Alliance of Merger & Acquisition Advisors

Advanced Management Program in 

Telecommunications Center for Telecom 

Management - USC                                                                                                                                                         

Jason Odom, Senior Advisor

Jason Odom brings comprehensive expertise in business valuations, mergers and acquisitions, capital raising, and operations. Drawing from his experience as a corporate executive, small business owner and valuation expert, Jason helps business owners maximize the value of their company.

Jason's insights are informed by his decade-long tenure as an executive at Pacific Investment Management Company (PIMCO), where he raised capital and advised corporations, foundations, government entities, and high net worth individuals. In recent years, he has helped many privately held companies generate reliable business appraisals to be used for financial reporting, tax, transactional, succession planning, and advised them on valuation creation plans and M&A strategy. His hands-on experience acquiring and operating a small business provides relevant insight into the opportunities and challenges facing business owners during both operational and transactional phases.

Jason holds an MBA from the University of Chicago Booth School of Business and an undergraduate degree from Azusa Pacific University.

I hold the following designations:  

Chartered Financial Analyst (CFA)                                                                       

Alternative Investment Analyst Charter (CAIA Charter)