I have 35 years of experience on both sides of the business landscape. I have founded, scaled and sold two businesses. In addition, I have spent over 20 years as a commercial banker with my latest banking role as Market President in charge of commercial banking with P&L responsibility for over a $1B asset balance sheet. My advisory practice focuses on helping clients devise a capital plan for funding their business and then executing that plan to result in a properly capitalized organization that can succeed in achieving its goals. My clients have ranged from one who needed to completely revamp its C-suite team to another who just needed to restructure its debt stack to better match its cash flow. Every company and every owner is different so the solutions have to reflect that difference. This is a good fit if you are: 1) A start-up looking for help designing the financial model and then raising funds to support that model. 2) An existing company that wants to review its capital structure and see if there is a way to reduce interest expense, better match cash flow to debt payments, or raise additional capital for a project or real estate purchase. 3) A company experiencing cash flow challenges looking for help with restructuring. 4) A company looking at an exit in the next few years who wants to put the financials in the best light to maximize sale price.

Linkedin

https://www.linkedin.com/in/robert-opperman-711b89168/

Advisory Scope Summary

I am available to consult on the following topics: 1) Financial modeling, budgeting and projections for business management and for use in fundraising. 2) Guidance on fundraising and financial structure including design and implementation of a capital stack plan. How much equity, how much debt and where to get it. 3) On-going guidance on financial management. Comparing budget to actual and how to respond to variances, what to do when things go wrong, how to amend the business plan in the face of adversity 4) Turn-around advisory. When things go wrong the business may need fundamental revision. I have the experience working with clients who have had to re-tool their entire business model or those who just needed to focus on the profitable business and let go of the rest. I can help you identify the problem and devise a plan to address it.