ROBERT D. KATZ, CPA, CTP

Rob's major focus lies in cash management, trade and creditor workouts, financial management, financial modeling, and refinancing.

Rob, a Certified Turnaround Professional, has a BSE in Accounting and Management from Wharton, and an MBA in Finance. He has fifteen years of strategic and hands-on experience, both as a CFO and a management consultant in marketing, finance and operations. Rob has worked to restructure companies in the manufacturing, wholesale distribution, retail, hotel/casino, publishing and service industries.

Some of Rob's diverse client experience includes:

$100 million manufacturer of houseware products: Crisis manager/Company advisor. Developed detailed costing system for product lines. Performed product and customer profitability studies as the basis for improving profits and reducing overhead. Directed numerous phases of the operational and financial turnaround including: new products introduction, reduction of overhead, inventory management, flow of product, revitalization of dormant product lines, implementation of MRP manufacturing and general ledger computer system. Developed and prepared detailed financial projection which was the foundation for re-negotiation with lenders and payment strategies with vendors.

$50 million food processor: Crisis manager. Directed all phases of the company's financial operations including renegotiating debt facility; bringing in new lender; negotiated settlement with Internal Revenue Service for significant payroll tax liabilities; hiring of plant manager, MIS director and new CFO. Negotiated with all trade suppliers. Managed virtually all financial transactions. Developed strategic sales plan to increase company's customer base and profits. Redirected and structured purchasing efforts.

$15 million dollar wholesale distributor and retailer of lawn and garden equipment: Company advisor. Assisted the company in its lender negotiations, financial and operational restructuring. Assisted the company in obtaining new financing. Directed long term financial and strategic plan. Developed budgets and forecasts. Prepared and analyzed short term cash flow forecasts. Implemented inventory fulfillment system. Increased efficiencies by 25% and gross margin by 5%.

$25 million manufacturer and distributors of concrete accessories: Company advisor. Developed financial projections used as the basis for a business plan and the plan of reorganization. Performed significant operational analysis that was the basis for closing inefficient operating facilities. Terminated leases and implemented plan to reduce excess inventory. Collected old accounts receivable and generated cash, which funded the plan of reorganization.

Rob's industry experience includes:

Service Industries	Multi-store Retailers	Real Estate/Property Management	Steel Fabrication	Hotel/Casinos/Leisure Time
Mail Order/Publishing	Furniture	Apparel	Electronic Manufacturing	Flexible packaging manufacturing & printing
Poultry processing	Metal casting