Bill Koschak

Bill Koschak

Chief Executive Officer @ Everest Advisors

About

I help companies unlock growth, raise capital, and prepare for successful exits. Whether serving as a board member, fractional CFO, interim business leader, or advisor, I partner with CEOs and boards to improve cash flow, strengthen operations, and guide organizations through transactions including IPOs and M&A.

Country

United States

City

Los Angeles

Industry

Management Consulting

Skill

Consumer Financing, Board Governance, Financial Oversight, Communication, Strategic Thinking, Team Motivation, Business Development, Capital Structure, Corporate Governance, Financial Analysis, Planning Budgeting & Forecasting, Capital Allocation, Mergers & Acquisitions (M&A), Strategic Negotiations, SEC Financial Reporting, Mentoring, Accounting, Finance, Cybersecurity, Supplier Negotiation

Experience

Everest Advisors

Chief Executive Officer

Everest Advisors

LinkedIn
2023-6 - Present · 3 yrs 4 mos

Newport Beach, California, United States

• Co-founded and lead a consulting firm that provides a diverse range of services, including equity offerings, financial operations optimization, technology implementation, process improvements, M&A strategies, and fractional leadership in finance/operations. • Achieved monthly profitability since inception while managing a team of 12 advisors and supporting seven clients, preparing for a public launch in early 2025 with tailored business growth solutions.

1st Financial Bank

Board Member

1st Financial Bank

2016-10 - Present · 10 yrs

New York, NY

• Provide strategic leadership for a financial institution with assets exceeding $1.4B. Restructured Audit Committee processes and secured board-level support for an auto-leasing company acquisition. • Special Committee of Independent Directors | Past Chair, Audit Committee

Ody-C

Board Member

Ody-C

LinkedIn
2025-8 - Present · 1 yr 2 mos

Napa, California, United States

Reborn Coffee, Inc.

Advisory Board Member

Reborn Coffee, Inc.

LinkedIn
2023-4 - 2025-1 · 1 yr 10 mos

Brea, California, United States

Calyxt

Chief Financial Officer

Calyxt

2019-1 - 2023-5 · 4 yrs 5 mos

Greater Minneapolis-St. Paul Area

• Led the evaluation of strategic alternatives, culminating in a successful reverse merger that generated a 300%+ transaction premium over the 30-day volume-weighted average price. • Secured $31M in public equity funding and guided capital market strategies, managing dual-board structures for a synthetic biology startup. • Spearheaded revenue growth from zero to $28M in three years by strengthening sales processes and diversifying partnerships.

Medtronic

Chief Financial Officer, Brain Therapies | General Manager, Brain Modulation

Medtronic

LinkedIn
2017-6 - 2018-12 · 1 yr 7 mos

Fridley, Minnesota

• Executed the successful integration of three business segments, resulting in an 11% revenue increase and 15% profit increase for the $2.5B global Brain Therapies business unit. • Led the acquisition and integration of three companies valued at $2B+, ensuring financial alignment and creating strategic value.

Young America Holdings, LLC

Chief Financial Officer

Young America Holdings, LLC

2015-12 - 2017-6 · 1 yr 7 mos

Greater Minneapolis-St. Paul Area

• Boosted revenues by 23% and EBITDA by 21%, leading to a 50% increase in valuation and a successful private equity sale. • Managed a $6M technology upgrade, modernizing ERP, contact center, and HR systems, transitioning to a cloud-based infrastructure for enhanced operational efficiency. • Teamed with CEO to recapitalize the firm, then guided a sale process through to a signed letter of intent, presenting to and negotiating with over 80 private equity firms and strategic investors.

General Mills

Vice President of Finance | Vice President & Director, Financial Reporting

General Mills

LinkedIn
2005-5 - 2014-12 · 9 yrs 8 mos

Greater Minneapolis-St. Paul Area

• Achieved $280M in operating profit for a $2B segment by doubling margins and implementing financial strategies to improve capital spending and working capital. • Reduced sales promotion costs by 15% while boosting volume by 4%, improving profitability through strategic trade negotiations. • Led the kickoff and initial development of the Company's finance transformation project. • Led efforts to accelerate the financial close and SEC filing processes, harmonized accounting policies across a 50/50 merged entity, and address the accounting for several complex financial instruments.

KPMG

Partner

KPMG

LinkedIn
1991-8 - 2005-5 · 13 yrs 10 mos

Greater Minneapolis-St. Paul Area

• Excelled in leadership across diverse industries, driving over 45K hours of work and $7M+ in revenue. • Provided strategic guidance to clients on complex financial instruments and derivatives, addressing financial challenges effectively and ensuring compliance.

Education

Augsburg University

Augsburg University

LinkedIn
1987-9 - 1991-5 · 3 yrs 9 mos

Bill Koschak's Contact Information

Email

******@***.com

Phone

(**) *** ****

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