Jon F. Paul, MBA, CPA

www.valueaddedfinance.com

Specialities Business plans and financial models Interim CFO Financial department restructuring Business refinancings Business turnarounds Profit improvement

Industries Manufacturing Distribution Service Non Profit Telecom Health Care

Business plans and strategy

• See our white paper on 15 Things Missing From Business Plan Models
• Sophisticated, user friendly Excel financial models - read more about unique features of our Excel models
• Faster, more reliable financial reporting - check out our comments and results in financial reporting
• Financing - get ready and help bring in new or restructured financing
• Financing business turnarounds - find out more about the steps we follow and past successes in turnarounds
• Financial and main computer systems - how to get the most our of your systems in information technology.
• Data analysis of financial, operational and sales results - see how data analysis might help you.
• Interim cfo role - whether part time or full time, we get the finance area ready
• Interim cfo organization, planning and training of lean financial department - find out more on developing your finance department
• Excel programming to automate financial or sales processes
• learn more about Excel automation m&a strategy and implementation- check out the m&a services & history

Professional Background

Jon Paul is the head of PSS and combines vast experience as both CFO/COO and as a consultant. He has been on the line, so he appreciates the challenges you can face of running a company. While in management, the companies he helped run grew very rapidly, both internally and by acquisition, which gave him years of experience compressed into a shorter period of time. He also brings in the exposure as a consultant from a number of clients in different circumstances and different industries.

Here are some of the range of situations that he has been involved in:

• Broad industry categories - Manufacturing, distribution, and services.

  Specific industries - High tech, telecom, health care, pharmaceuticals, fitness, toys, packaged goods, tooling, food processing, non profit, industrial supply, information technology
• Environments - High growth (400% plus percent a year), turnaround (from near bankruptcy to 56% net income), early stage, post acquisition (6 acquisitions tripling size of company), spin-offs and profit improvement initiatives
• Financings - bank debt (term loan, line of credit, factoring, other), private equity (angel, venture capital), public offerings, seller financing, government programs
• Systems - PC based, mini-computer, large corporate data warehouses, othersGeographic - many parts of US, Far East, Puerto Rico Facilities/Structure - virtual company, single facility, multiple facilities, multiple companies

This provides a wealth of experiences to draw upon, so he can get up to speed quickly on your situation, while bringing in viewpoints that you might not have thought of.

Jon has an MBA from Harvard Business School. He earned his undergrad degree, B.S. Accounting, from the University of Illinois, considered by many to be the top accounting program in the country. He took and passed the CPA while at Illinois. Jon began his career at Arthur Andersen, getting exposure to several industries and companies during his three years three before going to Harvard.

He also has vast experience in Excel and has taught training classes on the program. Clients have often indicated they learn much be seeing and being taught how Jon does things. He also has put together online training programs in Excel.

Jon believes that formal education is just the start and he has been active learning new things each year from outside courses on a wide range of topics- from finance to technology to leadeship.

Jon also has been very active in civic and business affairs and is considered by many to be a strong networker. Among the highlights is that he founded the Finance Leaders Association. See our separate civic activities page to learn more.

Thanks to his network, often on projects, Jon is able to pull in talented people from his network to help out and get your work done faster and better. You get a vast array of contacts to help you in your business in other ways. Add his rolodex to yours.

Jon has been married over 20 years and has two sons, one at Northwestern and one finishing his last year at Lake Forest High School. His wife Susan is also a CPA and works at Leica Microsystems. Among his hobbies are people, following his son's activities, church, keeping in shape, inspirational material, technology, movies and music.

Other

PSS helps companies grow and improve their profitability by turning finance into a value-added resource, rather than a roadblock, for the rest of the company. PSS enables CEOs to focus on what they do best, knowing that matters are in good hands in finance. PSS also provides the heads of finance the expertise and resources to meet their objectives in building a top finance group.

For companies in dynamic environments:

Early stage High growth Post Acquisition or Divestiture Turnaround Profitability Improvement.