Success Stories

Rene Fritz

 

A Team Approach

Confidential Business Management, Technical Management Advising, Skill Development, Access To Resources, and Problem Identification & Resolution Strategies.

It was great having someone with a family business background to consolidate my ownership over time from my two bothers in a positive manner and keep the family speaking!

Helped my 50/50 partner and I over a period of several years grow and sell the firm for a nice multiple of several million – all in cash.

He helped me save over $750,000 in taxes on the sale of my company. He opened my eyes to things no one else had suggested and introduced me to people to make it happen.

Rene assisted me to Package a debt/stock offering to raise several million to buy a private company with NO VC or BANK involved – it worked and we now own the company!

Rene helped me to hire a great management team, and install checks as well as reports to monitor results. He helped me define my strengths and weaknesses and let me focus on where I could work best. This allowed me to be able spend a lot more time with my family. It worked and I [...]

I was the COO and partner of a firm starting with no profits my partner was the outside guy and I was the inside partner and CFO – Rene advised over years helping me and our team move to a publicly traded firm with over a Billion dollars in market value.

Rene worked with me to spin off a great new technology, staff, fund, grow and co-manage [the enterprise,] over 10 years and then exit with investors averaging over 16 TIMES their investment … Everyone was a real winner, shareholders, me and the marketplace.

Thanks for your help coaching me as a new CEO while I was moving our Health care firm from $250 million to $500 million in sales and develop a great management team.

As most know Rene has brought in speakers each month for 3 hours to speak with CEOs he coaches, he took time to help me refine my pitch and become an even better speaker.

As the owner left control of his ESOP Rene helped me Transition into a great President from the Owner.