Case Studies

Sometimes the problem as defined may not be the actual problem the Company is experiencing. It is up to the Consultant to balance the perceived problem with the actual problem uncovered during the assessment phase. For confidentiality, Company names are omitted.

Click on any of the items below for more details.

Growth Services, Interim Management with Cash Flow Emphasis

Corporate Renewal Service, Interim Management

Special Situations, Bankruptcy

Capital Management, Cash Management

Corporate Governance Service, Internal Audit/Consulting

Growth Services, Acquisition Due Diligence

Client Feedback

We have hired Debra both as a turn-around temporary CFO and as a business consultant for financial due diligence. She is not only an expert at creating and understanding financial statements, but is also a master of cash management. She worked very well to educate not only the financial staff of our portfolio company but also the broader team as well who had not previously understood the working capital implications of their actions. I would highly recommend her for any turn-around situation where financial expertise is needed.

Kate Harbin, Managing Director, Source Capital, LLC

Debra is a trusted member of my team of advisers. She has always provided our organization with solid financial advice. She is a straight shooter, who tells it like it needs to be told. Her wisdom and experience are invaluable for big organizations and growing organizations. We are honored to have her on our team.

Brian Schoenbaechler, Supply Chain Expert

I do not make important personal or business decisions without review and advice from Debra. Integrity coupled with a straight answer and a no nonsense approach. A valued business partner.

Charles "Chuck" Cowart, Managing Director at Barger, Cowart & Kenney LLC and Owner, Barger, Cowart & Kenney LLC

I had the pleasure of working with Debra who assisted us as an interim CFO. In the relatively short time she was here, I found her very effective in identifying internal accounting improvements, implementation of controls while providing an excellent basis for us to move forward once a permanent individual was identified.

Craig Daley, President of Comfort Medical

I have known Debra for almost five years as the Vice President of Ivan Allen Workspace; our young CEO brought her in during a difficult business period. Debra participated in leadership team discussions and one-on-one consultations. I would like to stress the fact that she consistently enriched leadership meetings with intelligent and thoughtful comments and insights.

Doug Wynne, Director of Sales and Strategic Accounts at OfficeMax Workplace, Interiors

Debra Pauli is a high-energy problem solver, bringing her superior analytical skills and drive for results to many complex situations.   We were colleagues at Oxford Industries (NYSE), she as Controller, I as Vice-President of Human Resources.   Her direct involvement in human resources challenges such as healthcare costs, and Workers' Compensation resulted in dramatic savings to the corporation, while maintaining effective benefits for thousands of employees in multiple states and countries.

Herb Kraft, Human Resources Manager at Nichiha USA

Debra is extremely knowledgeable about all aspects of financial management. She offers solutions for expansion of current business or obtaining new businesses. Debra is experienced in international and domestic financial scenarios,   I highly recommend Debra as someone who thinks outside the box and offers solutions for growth of your company.

Sandra Tovar, CEO, CST, Inc.

Debra was engaged to be the on-site person to assist the accounting and finance groups of a portfolio company in a difficult turnaround situation. The situation and environment lacked overall financial leadership and Debra was able to step in, identify the primary issues, evaluate the current staff, prepare a detailed action plan for correcting, along with timelines, and implement the plan. She also provided sound business advice and suggestions outside of the accounting area, which were useful. Her ability to work with various levels of employees within the company as well as with outside groups was invaluable. Debra's integrity and work ethic were of top quality and she handled the situation with professionalism.

Steve Powell, CFO of Morris Capital

Debra developed a detailed costing/pricing model for a business we invested in during 2007. I enjoyed working with Debra, and particularly appreciated her thoroughness, her ability to work with a wide range of people, and her integrity. I have no reservations in recommending her to others.

Tim Morris, CFA, Partner at Morris Capital Management

Kate Harbin, Managing Director, Source Capital, LLC
Brian Schoenbaechler, Supply Chain Expert
Charles "Chuck" Cowart, Managing Director at Barger, Cowart & Kenney LLC and Owner, Barger, Cowart & Kenney LLC
Craig Daley, President of Comfort Medical
Doug Wynne, Director of Sales and Strategic Accounts at OfficeMax Workplace, Interiors
Herb Kraft, Human Resources Manager at Nichiha USA
Sandra Tovar, CEO, CST, Inc.
Steve Powell, CFO of Morris Capital
Tim Morris, CFA, Partner at Morris Capital Management

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