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.
United States
Los Angeles
Management Consulting
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

Chief Executive Officer
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.

Board Member
1st Financial Bank
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

Chief Financial Officer
Calyxt
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.

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

Chief Financial Officer
Young America Holdings, LLC
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.

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

Partner
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.
Bill Koschak's Contact Information
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