Offering customized strategic financial management services for your business or family office. Using a fiduciary mindset, we sit on your side of the table as a trusted member of your advisory board.
Robin K. Duysen, CPA, CFP®
Principal
Finance • Operations • Strategic Management
Significant Projects
Experience has provided me with the ability to identify problems and constructively build solutions, in many different industries and situations, always mindful of creating long-term benefit to the organization/enterprise.
Business Expansion and Infrastructure Development - Medical Device/Technology Industry
This project involved working with a small medical laser technology company, helping it manage its growth, through the development of infrastructure, quality management systems, manufacturing processes, and the launch of a revolutionary handheld product. Company was eventually sold to a large dental company creating a liquidity event.
Financial Reporting Restructuring to a "Start-Up" Entity After Major Divestiture - Cybersecurity/Technology Industry
Responsible for redesign and implementation of financial reporting system for surviving "start-up" organization after divestiture of a major business segment. Work included ongoing financial management up to and including eventual liquidity event.
Strategic Advisory Services to Technology Company - Medical Device/Technology Industry
Serve as Strategic Advisor to provide perspective and advice for dynamic technology company in developing new products and technologies, and in mapping growth path.
Operational Enhancement, Including Reporting Systems and Organizational Changes - Distribution Industry
Participation in developing reporting processes and organizational structure to accommodate growth and migration to a national presence. Involved in leveraged buyout by private equity group and restructuring of organization for continued operations.
Corporate Stabilization and Financial Management Consulting Through Workout Process - Fast Food Industry
Working with a fast food chain during a period of significant challenge to stabilize financial operations, and navigate successfully through and out of bank workout situation.
Leadership Transition and Change Management - Education Industry
Strategic and operational involvement in helping an education organization navigate through the delicate transition from legacy to future state infrastructure, with associated leadership changes.
Business Plan Development for Environmental Project - Non-Profit Industry
Development and preparation of a business plan document for use in strategic planning and fundraising for a major non-profit environmental project.
System Development and Operational Support for a Staging Business - Interior Design Industry
Provide design company with ongoing financial and operations expertise, helping facilitate its growth from a single person design consultant business to a dynamic interior design and staging operation which manages 30 - 50 active engagements on the market at once.
Development of Collaborative Team Practice and Migration - Financial Services Industry
Involved in a legacy financial advisory planning practice, helping to develop a team structure with staffing, roll-out of customized seminar program for employees in a NYSE-listed company, and migration of 50 year old advisory practice to new broker dealer.
Overall System Development and Refinement for Efficient and Profitable Project Management - Construction Industry
Managed and coordinated the development/significant refinement of systems for estimating, project pricing and standards, job cost capture/reporting, contract documentation/execution, material procurement, and onsite logistics for a remodeling construction company.
Personal CFO estate work for aging couple with multi-family interests - Personal CFO Services
Managed and handled estate and financial affairs for aging couple with a late-in-life second marriage, where different families/heirs were involved. Proactively set up the ongoing financial/accounting systems to manage financial affairs according to trust directives, accounting for separate estate interests, and addressing/resolving valuation issues in advance so as to avoid later problems. Worked ongoing in a Personal CFO/fiduciary capacity to manage financial affairs until couple's passing and eventual smooth distribution of the estate to the various families and heirs.