I am the Managing Partner of CFO Logistics. I work as a fractional CFO, and most of what I do now is for contractors, trade businesses, and precision machine shops: what jobs and parts actually cost, what they have to be priced at, and when the money really arrives. I also serve attorneys as an independent valuation and expert-witness analyst.
I have owned and operated two roofing companies in Tulsa — Nations Best Roofing, LLC and Crossroads Roofing, LLC — and a residential remodeling company in San Antonio. I have signed the payroll as well as audited it. That is the part most finance people cannot say, and it is why a contractor and I can talk about retainage or a bad bid without translation.
Before I owned anything, I spent twenty years learning to take a business apart on paper — six years with Arthur Andersen in Tulsa, a year with KPMG Peat Marwick in Kansas City, and senior operating roles inside two banks. The work was cost accounting, profitability analysis, and building the systems that produce the numbers.
Recent & Current Assignments
Wildcat Machine, Inc. — Kellyville, Oklahoma · Fractional CFO
When we started two years ago, Wildcat was at $600,000 in annual sales. They are now approaching a million. We built the machine-rate and overhead-recovery model, the quoted-versus-actual job comparison, and the production-to-cash forecast the shop now runs on — then automated it so it runs without me.
Lifestyle Medicine, Inc. — Tulsa · Fractional CFO
Outside construction, and a useful counterweight: patient revenue and profitability analysis, cost-effective marketing plans for new patients, and monthly financial reporting the practice uses to watch its own profitability. Ongoing.
Liberty Builders — San Antonio · Acting CFO, later CEO
I came in to raise working capital through SBA and angel lending, was appointed acting CFO, and was made CEO during the restructuring. What actually had to be fixed was closer to the ground.
Customer project deposits had been mismanaged, and the customer relationships that went with them had failed. Both had to be repaired. Vendors were positioned to file liens, so we built payment systems to stop that before it started. Nobody could see cash coming, so we built controls to predict and manage it.
I stayed in San Antonio afterward and formed Home Improvements Limited, LLC, a residential remodeling company of my own.
BeHome, LLC — Kansas City
A top-five residential builder in the Kansas City market. I was hired to help find capital for a $30 million residential development, and was retained past that to strengthen financial controls and reporting and to build profit forecasts for each individual build. Per-build profit forecasting is job costing. The houses are just bigger than a re-roof.
Top Flight Hunting Preserve — Houston · Valuation
A multi-year valuation using discounted cash flow with growth in perpetuity, cross-checked against an EBITDA multiple. It supported a $5 million USDA development loan request, and I prepared the angel investor presentation and multi-year projections that went with it.
Where the Experience Comes From
Consulting. Six years with Arthur Andersen and Company in Andersen’s Tulsa office — the practice that later became Andersen Consulting and then Accenture. Then a year with KPMG Peat Marwick in Kansas City as a managing consultant, supervising a group of consultants in banking and treasury work.
The consulting itself was construction data and information systems management, business system and operations improvement, cost accounting and profitability analysis, and accounting and data system analysis and development. I have designed and built interactive functional cost accounting tools for manufacturing and banking clients, and I am comfortable inside whatever general ledger and financial reporting system a company already owns.
Banking. Senior Vice President at Western National Bank. Vice President at Bank of Oklahoma.
Ownership. Nations Best Roofing, LLC and Crossroads Roofing, LLC, both in Tulsa. Home Improvements Limited, LLC, a residential remodeling company in San Antonio. Earlier: Performance Management Mortgage, Green Country Title, Performance Real Estate — an Oklahoma real estate brokerage — and SRL Investment Group, a property acquisition company.
Those last four are where I started, and they are why I understand how a deal gets financed, titled, and closed. They are also the foundation of the valuation and expert-witness work I do for attorneys today.
Selected clients over the years. Bank of Oklahoma, Liberty National Bank, MBank in Dallas, First City Bank in Houston, Security Bank, Citizens Bank, Western National Bank, Southwest Tube Manufacturing, Gateway Mortgage Group, First Security Home Mortgage, Vinson Supply and Manufacturing, Tulsa Teachers Credit Union, the National Credit Union Association (NCUA), and Western Auto Supply.
Education. B.A. in Organizational and Interpersonal Communications, Oral Roberts University, 1977. MBA, Oral Roberts University, 1979, with supplemental coursework in finance and economics at the University of Tulsa.