Meet Jeff Jackson, available as Fractional CEO, CFO & COO

Case Study 1: Improve financial projections through the implementation of workflows, reports, and dashboards.
 
Problem: A legacy family business had plateaued due to lack of professional workflows. Complicated projects were frequently overdue and routine production suffered from frequent sub-component stock outs, an unmaintained ISO 9001:2015 process, high defect rates, and high employee turnover. This operational environment made financial forecasting very difficult, which contributed to component stock-outs and ownership reluctance to invest in the business.
 
Action: I set up standing meetings for the critical functional areas of Production, Custom Projects, Service, Sales, and Quality. My first task was to map all of the workflows, implement a Lean 6S system in the "physical space" with dry erase boards, kanbans, work folders, etc. Once we had a coherent operation in the "physical space" I worked with the Finance and IT teams to reconfigure the "electronic space" (CRM/ERP software) to leverage our new processes with real time reports and dashboards.
 
Result: Sales increased, ship time decreased, warranty claims decreased. Ownership now has KPIs and financial projections that they trust, helping them feel comfortable increasing on hand inventory and hiring more sales personnel. Employee turnover went from 50% to 10% per year. The client company is now on stable footing and is considering making an offer to buy out a competitor.

Case Studies

Case 2: Financially model potential brand acquisitions, negotiate, integrate, and improve profitability.
 
A seed stage company approached me with a consulting opportunity to develop and execute a strategy for acquiring consumer product companies at a rapid pace. Their goal was to acquire two brands per month without retaining any legacy PPE or employees. They only wanted to acquire the IP, inventory, factory relationships, and customer base.
Developed a data driven acquisition ranking and scoring methodology, using Monday.com software in conjugation with custom dashboards & scorecards.  This “scorecard” methodology contributed to our ·      Led a team, which successfully re-branded 5 of our acquired brands. All 5 re-brands are now more profitable. 
·      Led a business development team, which reviewed 100+ potential acquisition targets and successfully closed & onboarded 12 CPG (Consumer Packaged Goods) brands.