Flight Financial

Flight Financial is an outsourced CFO firm that helps professional service providers have growing, profitable, and successful businesses. https://www.flight.financial/

Founder & Chief CFO

Cadilus

•  Cadilus is a managed service and consulting firm founded to bring Fortune 500 finance and analytics to the middle-markets. 
•  The Company's strategy is to merge finance, analytics, and best-practice management systems into innovative capability offers that enable customers to make better business decisions. 
•  The Company leverages technology and delivery process excellence and innovation to offer exceptional value at an unprecedented pace.
•  As a Manager, I was responsible for leading several client engagements and my key tasks centered on the following core service offerings – 
(1) Financial Modeling & Forecasting, 
(2) Performance Measuring & Reporting, 
(3) Business Planning & Budgeting, and 
(4) Business Analytics & Insights.

Manager, FP&A Services

AmeriLife

Summary:

• Provide direction, coordination, oversight and execution of all phases of acquisition analysis and due diligence to ensure consistency with company strategy, commitments and goals.

• Support the firm’s Corporate Development function through management of research, due diligence, financial analysis and development of presentations for initiatives across the company.

Key Duties and Responsibilities:

• Support the CEO, CFO and other senior Corporate Development executives in strategic and financial analysis for acquisitions and key business initiatives. 

• Research and assess transaction opportunities. 

• Build valuation and financial models. 

• Communicating the business case for proposed acquisitions, particularly the strategic alignment, market context, business analysis and financial justification. 

• Manage the due diligence review of target acquisitions. 

• Identify risk issues that impact transaction value and engage the right resources to address. 

• Meet with stakeholders and provide status updates; clearly communicate issues, potential risks, and mitigation plans. 

• Serve as liaison with target acquisitions and internal subject matter experts to clarify due diligence requirements and ensure thorough follow through. 

• Consolidate due diligence reports from subject matter experts; Distill and summarize relevant information for Senior Executive team. 

• Identify due diligence issues and work with legal team to resolve issues in the transaction documents.

Manager, Corporate Development

Dixon Hughes Goodman LLP

• Participate in buy-side and sell-side financial due diligence engagements with both private equity and strategic corporate buyers 

• Perform (i) quality of earnings, (ii) working capital and (iii) debt and debt-like items analyses 

• Analyze the financial operations of the target companies and identify issues that may impact the purchase price 

• Understand and evaluate financial and operational trends of target companies 

• Lead diligence meetings with target company management team 

• Communicate due diligence findings in a formal report 

• Supervise senior associates and provide performance review feedback 

• Develop and maintain strong client relationships/project management 

• Manage multiple tasks/projects at a time

Manager, Transaction Advisory Services

MetLife

• Worked in MetLife's Corporate & Other Segment Controllers Group. 
•  Served as Controller for start-up businesses within MetLife, primarily the Expatriate Insurance Business (Life, Health, LTD).

Controller, Expatriate Business, C&O Controllers Group

Crosstree Capital Partners, Inc.

• Crosstree is a Healthcare-Focused Investment Bank Providing Mergers and Acquisitions
and Financing Advisory to the Diagnostics & Tools, Drug & Medical Device Outsourcing, and Healthcare Providers segments of the Healthcare industry.

Investment Banker

Silverwood Partners

• Provided financial and strategic advisory services to TMT and Healthcare companies in connection with M&A, divestiture, and private financing transactions.

About Silverwood Partners

Silverwood Partners is a specialized investment bank that provides merger & acquisition advisory services, private capital financing capabilities, and financial and strategic advisory services to public and private companies worldwide in the TMT, healthcare, and consumer sectors.

Vice President Investment Banking

Liberty Savings Bank

• Coordinated several client projects and internal initiatives across multiple offices in different states

Associate, Investment Services

Is your business booming💥but your bank balance barely pays your bills?😭I can help.😎I'm a fractional CFO for founder-owned, self-financed businesses seeking more money, more time, and more peace. | DM me for details 🚀

👋 Lawyers & Fellow Professional Services Firm Owners,

Are you buried in billable hours, but your bank balance barely budges?

Want to grow, but lack financial and strategic guidance?

Do you seek freedom over your time and income?

I started my own firm, Flight Financial, to gain autonomy over my time and earnings. 

🛫 Why 'Flight'? Because it symbolizes freedom, momentum, direction, and raising your firm to unprecedented heights.

Today, I’m committed to guiding you towards experiencing that same sense of liberation and clarity for your firm.

My clients work 40 hours or less per week and have profits in excess of $500,000 per year, without financial unknowns and stress.

At Flight Financial, we have a 6-step One Clear Path system for your firm that will give you the roadmap to that lifestyle.

Within the first 30 days you’ll have a bulletproof plan in hand to gain at least a 2x return on our service in the first year - the sky’s the limit!
 
✅ Here’s How I Elevate You:

➡️ Craft a Clear Profit Path: We’ll give you actionable next steps to achieve transformative results for your firm.

➡️ Seal Profit Leaks: We’ll stop your firm from being a leaky bucket of profits.

➡️ Amplify Marketing ROI: Waiting years for marketing to pay off is a thing of the past. Every $1 of marketing should be generating at least $3 of billable hours for your firm this quarter.

➡️ Optimize Staff ROI: Start earning at least 3x what the lawyers on your team cost you.

➡️ Simplified Financial Mastery: No convoluted jargon, just tailored insights. Each month, you’ll get an easy-to-understand 1-page scoreboard that will clearly show you what’s working and what needs improvement in your business. No need to look at boring or confusing financial accounting statements.   

As a fellow professional services firm owner with 15+ years in finance, accounting, and diverse business collaborations, I deeply understand your aspirations and your challenges. 

I've aided professionals, from lawyers to marketing agencies, in nurturing businesses that thrive, boost profits, amplify cash flow, and resonate with their unique definitions of success.

Ready to soar higher in your firm? 

Let’s get on a quick call to see if we’re the right fit for each other.

Book your free “Right Fit” call here: https://calendly.com/flightfinancial/right-fit 🚀

Brian Zapf, CPA

Kevin Wiley

Demolition Group of America LLC

President

The Penalty Box - Game Day Jerseys

Founder and owner of a company which specializes in manufacturing custom sports jerseys for teams and fans.

Business Owner

SCMS LLC

Nation Wide Specialty Construction Consultant

Co-Founder

MILBURN DEMOLITION

Held full accountability for the execution of sales, business development, marketing and account management functions for this demolition contractor that specializes in three primary service categories that include selective and interior demolition, specialty demo, and total building demo. Conducted direct sales and market analysis to identify leads and capitalize on prospective new business opportunities in various areas of the competitive demolition marketplace.
• Aggressively negotiated agreements with contractors and top-tier contractors to cultivate
and maintain mutually-beneficial, ongoing professional relationships.
• Received blueprints from customers and performed comprehensive visual analysis to
assess needs and determine optimal solutions to enhance service performance and
effectiveness at the most cost-effective rates.
• Delivered high-impact, value-added sales presentations to customers, utilizing a consultative approach to promote custom solutions in line with individualized requirements.
• Partnered with Engineering and Operations Management personnel in tracking
efficiency, service level and quality control metrics to identify areas in need of enhancement and implement corrective actions to maintain customer retention, satisfaction and organizational profitability.
• Championed the development and implementation of innovative business development strategies to increase market share.
• Personally secured numerous profitable new projects which accounted increased the organization’s annual revenue.

Business Development Manager

McDonagh Demolition Inc.

Complete operational oversight and strategic steering accountability across all facets of business development, account/partnership management, marketing campaign development/deployment and revenue generation for this midwest based, Class A Demolition Company. Called on and established strategic partnerships with key contractors. Interfaced with executive-level management within accounts to determine business objectives and develop go-to-market strategies to increase profitability and market positioning in line with core requirements.
• Tasked with aggressively driving business growth throughout the midwest market and
promoting the business services; conceptualized innovative marketing strategies and business development plans showcasing the expertise in demolition, job order contracting and general construction to increase regional market awareness.
• Fostered and maintained key relationships to gain access to strategic decision makers to drive new business.

Director Of Business Development

Omega Demolition Corporation

Responsible for demolition sales, marketing and business development initiatives within a wide range of product services for a a portfolio of clients in all fifty states. Oversaw strategic business planning, marketing design, contract negotiation and client relationship management to drive revenue and promote brand. Utilized extensive business development experience to identify national opportunities. Collaborated with high-level strategic contacts to showcase services and identify client needs; tailored available services to meet complex demolition and logistic requirements for clients. Coordinated with estimators on bids and costs for monthly projects.
• Directly hired, trained, organized and managed sales account executives in fifty states.
• Collaborated with cross-departmental teams on product sales/development and public relations initiatives.
• Managed full sales life-cycle from lead generation and presentation to final close including post-sales follow up to ensure compliance with customer needs and demolition regulations.
• Oversaw forecasting, contract negotiations, performance, financial management and coordination of cross-functional and on-site demolition teams.
• Developed strong partnerships with key decision makers from small, independent business owners to high-profile customers.
• Utilized consultative approach to assess client needs; provided demolition solutions that met and exceeded client strategic goals.
• Managed and provided direction to full-time sales and marketing associates; developed training on best practices, sales, social media marketing tactics and maintaining brand.
Selected Demolition: Projects:
» Caterpillar Plant - Peoria, Illinois » Hennipan Steel - Hennipan, Illinois

National Business Development Executive

Windy City Financial

Founded and designed innovative currency exchange business with multiple locations.  Responsible for managing all aspects of operations including finance, human resources, customer service, business development and marketing.  Utilized existing long-term relationships to maintain standing within client base as well as referrals.  Acquired new locations for operations throughout the Chicagoland Area.  Oversaw all sales and marketing activities to establish and build client base.  Responsible for all financial operations including forecasting, budget development, P&L, capital investments and banking.  Hired, trained and managed full time employees.  Developed and implemented successful marketing and sales plans focused on ensuring optimal quality as well as cost efficient practices to minimize company operating costs and generate revenue.  Identified areas of potential market share/sales growth; designed custom business strategies to exceed client expectations, needs and objectives.

Achievements:	

Improved revenue for all locations by more than 30% over a period of ten years through the design and implementation of a customer loyalty program.

Conceived and integrated the Champions of Excellence employee-based morale program as an effective company benchmark.

Enhanced customer service through the design and utilization of an innovative training program built around maintaining service skills in a fast-paced business environment.

Collaborated with Western Union, Frito-Lay, Mountain Dew and And1 in order to build fifteen new basketball courts for youth on the Southside of Chicago.   Worked with youth groups in the City of Chicago and formed after school programs on the South Side of Chicago.

With over 30 years of experience in business development, marketing, and sales, I am a seasoned professional who can drive revenue growth, customer satisfaction, and brand awareness in the demolition and asset recovery sector. I have a track record of successfully launching and managing new products and services, expanding into new markets, and securing lucrative contracts with key clients and vendors.

Most recently, I co-founded and served as a consultant for a nation-wide specialty construction company, where I leveraged my expertise in demolition, asset recovery, supply chain logistics, and architectural drafting to deliver innovative solutions and high-quality results for various projects. I also founded and own a custom sports jersey company, which showcases my passion for sports and creativity. I am looking for a challenging and rewarding opportunity to utilize and enhance my skills, expertise, and passion in a progressive organization.

taplio

The Battle

Brian Zapf, CPA

Kevin Wiley

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