CFO-LEVEL CONSULTING · LANCASTER, PA
Independent, CFO-level consulting for owner-led companies with $5M–$50M in revenue. I find your true costs, fix pricing and cash, and get your business ready for its bank and its buyer.
WHY OWNERS CALL
Jobs are won, but nobody knows which ones make money.
Revenue is up, yet the bank balance keeps shrinking.
Reports are late or unclear, and covenants are tight.
You want full value, and the books aren’t ready.
SERVICES
01
Find your true cost by job, product and customer, and see where profit leaks.
02
Bids, markups and prices that reflect real costs and protect margin.
03
A ranked plan of cost, pricing and efficiency moves, tracked to the bottom line.
04
A faster month-end close, cleaner payroll and reporting, and controls that stick.
05
Cash forecasts, vendor and debt paydown plans, and steps to stabilize.
06
Monthly WIP and job-cost reports, budgets and projections your team can use.
07
Bank packages and presentations, and support in the meetings that matter.
08
Clean, supported financials and projections for buyers, brokers and diligence.
APPROACH
1
Review processes, costs and margins against your goals.
2
Rank opportunities by EBITDA impact and effort.
3
Work alongside your team to put changes in place.
4
Track results and adjust until the gains hold.
RESULTS
400%
Increase in adjusted EBITDA in the first year of a turnaround, on a 4% revenue increase.
800%
Increase in a client’s business value over the offer it had before the engagement.
$3.5M
Net federal relief secured through PPP forgiveness and ERC refund filings.
$300K
Saved every year by negotiating site rents down 30%.
WHAT THEY SAY
“The turnaround of our client is a true success story, and the client, and my company could not have done it without Mike.”
Joseph C. Guarino
Principal, President & CEO, LINK Business
“Mike has been instrumental in helping my client understand their cost and bidding structure. This allowed them to turn around a year of troubled performance, returning them to profitability, and in turn saving their relationship with the bank.”
Darren Blakemore
VP, Commercial Relationship Officer, Peoples Bank
“Mike has a very clear understanding of our costs and broke things down in ways that helped us understand the changes we needed to make to turn things around.”
Shawn Barto
CEO/President, WAY Delivery Services
“Mike’s operations and finance prowess translated to an immediate and significant impact in business performance.”
Adnan Pasic
VP, Lancaster Market Executive, ACNB Bank
“Mike was able to identify numerous areas where we could improve our margins by making changes to overhead and labor mark-ups.”
Edward “Ted” Gallagher
VP & Partner, EHC Associates
“The work he’s done for the Company proved a critical resource during our discussions with prospective buyers and during the marketing process.”
Douglas M. Bernard
Business Transaction Advisor, LINK Business
Excerpts from 2019 reference letters for Michael S. Reed and his prior practice, MSR Consulting. Full letters available on request.
WAYS TO ENGAGE
Most clients start with a Diagnostic Review. Its fee is credited to your first month if you continue with a retainer. Ask for the pricing sheet.
START HERE · 3–4 WEEKS
A focused look at costs, margins and processes, ending in a ranked action plan and a 13-week cash forecast.
AS SCOPED
Hands-on work to put in costing, estimating, pricing, reporting or process changes.
MONTHLY
Ongoing part-time financial leadership, from monthly reporting to lender meetings, or full turnaround support when it’s urgent.
6–18 MONTHS BEFORE A SALE
Adjusted EBITDA documented and defended, books ready for diligence, alongside your broker.
ABOUT
I’m a finance executive who has served as CFO and controller for companies from $12M to $40M in revenue, across environmental services, manufacturing, distribution, logistics and facility services.
My work is practical and plain-spoken: turn the numbers into decisions, and work directly with owners, lenders and teams so the improvements last. You get a senior finance executive, not a large firm’s junior team.
B.S. Business Administration, Shippensburg University · Lancaster, PA
Tell me a little about your business. I’ll reply within one business day to set up a no-cost first conversation.