Tom Schultz

Provide coaching services to would-be fractional CFOs so they can be successful when launching into the career

Manufacturer of gaskets and seals for OEM's. 3 locations in US. $30 mil sales. Lead acquisition and integration effort. Led improvement of accounting/finance department to world-class level. Maintain excellent banking relationships. Implemented and managed captive insurance plans for both benefits and workman’s comp.

Fractional CFO services for small to medium-sized companies. Thru networking, worked with 45 clients (company owners) over a 17 year period. Co-founded NextGen CFO which is now a group of 18 CFO's who are making a career of being part-time CFO's Looking for an owner whose business has outgrown their controller or who is personally spending too much time wearing the CFO hat. Maybe you have a point of pain (late financials, cash flow issues, tax issues) or there is an opportunity cost where you are doing CFO work rather than growing the business. I come in and, for a fraction of time and a fraction of the cost, handle all functions of the CFO role.

Board member for captive health benefits firm managed by Pareto Health. 350+ Employer members with over 40,000 enrolled Employees.

Fractional CFO services for small to medium-sized companies. Thru networking, worked with 30 clients (company owners) over a 7 year period. Co-founded NextGen CFO which is now a group of 14 CFO's who are making a career of being part-time CFO's Core strengths/experiences - 1. Through financial projections, develop a forward-looking cash and capital strategy to support financial objectives 2. Strong right-hand to CEO. Support and answer questions as needed 3. Develop great working relationships with third parties, peers, and direct reports Other strengths based on experience - 1. Coach accounting and finance staff for improved performance 2. Strategic planning/writing business plans 3. Raising capital 4. Buying, selling, and integrating companies 5. Maximize use of ERP system 6. Worked for private equity companies on temporary assignments in portfolio companies

Manufacturer of printed packaging for pharmaceutical products - labels, inserts, folding cartons. 3 plants in US, also in Mexico, Canada, Puerto Rico, and Poland. Grew from $10 million to $50 million sales. Integral part in supporting greenfield expansion and acquisitions. Helped owner sell and transition to new private-equity backed owner.

High-end women's clothing store with 3 locations