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

Trinity Training and Development

Trinity Training & Development is the home of both Front Line Leadership and the Northwood Group's sales and sales management training programs.

President

The Northwood Group

Sales and sales management training for B2B companies in the middle market.  We make winning potential new clients a simple and effective process.

Principal

Volunteer Capital

Seeking a company to acquire in the Central Texas area. Looking for an owner with 1-1.8mm EBITDA, strong ops, but wanting sales and marketing expertise to grow. Prepared to move fast and offer a fair price to owner seeking an exit. Open to creative structures.  Email me at adam@volunteer.capital if you, a client, or someone you know want to talk.

Managing Director 

Leaders' Forum

I trained sales leaders for years, but realized that the brains were already in the room; they needed a community, not another consultant.  With a structure in place, and in a small, private group with facilitated discussion, they could do that.

Leaders' Forum provides leaders of sales orgs - all from different companies, none competitive with each other - a small group of peers (no more than 9 in a forum) who provide feedback, community, and shared learnings. This is done in monthly meetings with a tight focus.  

Leaders' Forum exists to give sales leaders the same experience CEOs, presidents and owners get in similar peer groups, with education, accountability, focused discussion, and community, all outside their company.

Principal | Facilitator 

Beneplace, LLC

Beneplace offers voluntary benefits and employee perks to Fortune 1000 companies.

I was recruited by the President to lead and grow sales following a private equity acquisition in 2017.  While there, I had the good fortune to witness high levels of leadership from the president, SVP of Product and Marketing, and CFO; to see great, clear thinking from the product team; and to get a crash course in pushing for growth in a 20 year-old business. 

I made many mistakes with regard to leading and managing people, as well as setting expectations. There is no shortage of things I'd do differently.

 It was an incredible learning experience, however. First, about people who have new management come in. Second about strategy and the need to say "no," to options. Third, about building a simple but effective sales engine with a budget. Fourth, about alternative means of reaching potential customers through readily available resources. Finally, about the transferable nature of principles, skills, and tactics across industries. 

At Beneplace, our team had some impressive successes:
- Reorganized sales to handle rapid growth
- Lowered customer acquisition cost 70% via a more modern comp plan and org structure
- Opened new channels 
- Grew new account acquisition by 4x
- Overhauled our digital presence and strategy. The system we put in place drives 5 leads a day 18 months later
- Exited to a strategic buyer

Vice President, Client Sales

Market Sense, Inc.

At Market Sense, we had the pleasure of working with some of the best small and mid-sized businesses in the Austin, Texas area. 

We provided sales and sales management training, as well as consulting on everything from compensation to sales hiring to accountability. 

Some of the most fun we had was hearing a client call and say, "Remember that opportunity we discussed last week? I did what we talked about, and it worked. Signed PO!" 

Several of our clients made Austin's Fast 50, others made Inc. 5000, and several owners successfully exited their businesses through a sale.

Along the way, Karl Scheible and I wrote, "Succeed The Sandler Way," chronicling the success stories of many of our clients. Jim Comer was indispensable in our efforts to put that together.

Partner

I started out by cold calling exclusively on CEOs, company presidents and owners. It was a rough go for a while, but Karl Scheible stuck with me and coached me through it. Eventually he allowed me to begin training the professionals who attended our programs, and coaching the salespeople who were looking to apply the tools we gave them.

Associate

Regents School of Austin

I had the chance to work with Beck Brydon and his staff for 8 years. These were some of the richest of my career. Our staff improved every year, and our ability to serve our kids by putting them in better positions to succeed, did, as well. 

In my time there, we evolved from a traditional Slant 50 to a drawn-in-the-dirt 3-3 to three other variations of a 3-3 before evolving back to a 4 and 5 man fronts. 

We had a great run, making the playoffs every year, even as competition increased when we moved to higher levels. We were the runner-up in two state title games, and the year I took off, they won it all. No one  was rude enough to mention that they won it all when I was not there full time.

Assistant Coach

Int'l Foundation

Coordinated and oversaw project operations with regard to publishing, web development, marketing, writing and project direction.
Wrote and edited copy for https://revolworks.com/ and collateral.

National Student Leadership

National Student Leadership is a Washington D.C-based non-profit dedicated to leadership development and the mentoring of university students.

Intern

Lake Travis ISD

I taught 9th grade English to a bunch of great kids. I probably made the biggest impact by emphasizing how to write by treating everything like an argument, as one of my favorite professors at Rhodes taught me. 

I coached varsity football on an incredibly talented staff. That staff laid the foundation for the 5 consecutive state championships LT won. We worked 100 hours per week in the season, and 70 per week on the off-season. 

The JV soccer team allowed me to show up and "coach" their games. It was a blast.

Teacher/Coach

You're in a Competitive Market. Make Sales Your Advantage. | 20+ Client Exits | 2x Middle Market Exec | Husband, Father, Learner | Legendary Kids' Flag Football Coach

I'm a sales strategist and trainer with almost 17+ years of experience, focused on making sales training refreshingly straightforward yet powerful.

At The Northwood Group we work with mid-market companies (manufacturers, insurance companies and others) who love their "boring" businesses as much as we do. 

We help when:

❌Pipelines are a mystery. 
❌Sales teams aren't hunting for the right deals. 
❌Opportunities are taking too long to close.

Our approach is simple: 

✅Train your management team first 
✅Coach your sales team to execute
✅Create clear profiles of ideal opportunities 
✅Build scorecards that help teams know which deals to pursue
✅Developing processes that actually get used

In a business landscape obsessed with complexity. 

We favor simplicity and impact in sales training and strategy.

Think of us as your partners in cutting through the noise.

Some client results we've accomplished:

25% increase in average order size
70% increase in close rates
15% increase in price while increasing close rate by 30%

DM me to discuss.

taplio

The Battle

Brian Zapf, CPA

Adam P. Boyd

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