3. What I do
ADD VALUE
Help CEOs
Build and improve their
Business
Add real value at no
cost
HOW
Create or improve
strategic plan
Build detailed financial
model for historical,
current, and pro-forma
use
Address immediate
issues and needs
Generate process
improvements
Potential Angel
Investment
4. METHOD
During No- Cost “Stage 1” Strategy
• Having a
good plan
Execution
• Following the
plan
Success
• Every time!
Identify client mission, values,
goals, issues, and needs
Design a concise and viable
Strategic Plan
Build in “Follow-Thrus” with
processes, targets, milestones,
actuals vs. plans
Exit Plan built into Strategic Plan
6. SPECIAL EXPERTISE:
START-UPS
5 Prior Successes
For-Profit and Non-Profit
$100,000 to
$100,000,000
From Day 1 to Exit
Active Angel Investor
Hands-on experience in
finance, operations and
strategy
Strong execution skills
7. VALUE FOR START-UP CEO
Create or Review Strategic Plan at No Cost
Identify unique reason why product or service is needed in the market
Identify, clarify, and develop 12 Key components of Strategic Plan
Executive Summary, Investment Highlights, Management Team, Past Successes,
Products or Service, Industry Overview, Competition and Edge, Marketing Plan,
Facilities, Processes and Infrastructure, Testimonials, Financial Analysis, Terms
Financial Analysis Component will include building a highly detailed model that
can be used both for the Strategic Plan and for go-forward Plan vs. Actuals
Sources and Uses, Proforma P&L, Balance Sheet, and Statement of Cash Flows
Ability to highly structure projections up to 10 year, interim periods, seasonality,
historicals, budget vs. actuals, non financial drivers, drill downs, consolidations
Pre and Post-Money Capitalization, Break-Even analysis, Business Valuation, Ratios
Highly compatible with Quickbooks and Excel
8. Andrew Hunzicker, CPA
Former Partner in B2B CFO LLC, the largest CFO firm in the US
serving the mid and emerging markets
20+ Years C-Suite experience including CFO, President, Founder,
Owner, Treasurer
Ability to access National resources including nationwide experts
with experience in SEC, Audit, Tax, Capital, Valuations, Legal, IT,
Exits
9. TESTIMONIALS
RES Equine Products
“Andrew has been an exciting addition to our
Company…His expertise in the field of CFO and
Startup aspects is phenomenal. Andrew has helped
us with Business Plans and Projections, he has
surpassed all expectations and hopes by leaps and
bounds. Highly recommend…highly ethical,
knowledgeable, hard working, all around good guy.”
Brett Mills, CEO and Founder
Solid Rock Climbers For Christ
“the most excellent CFO. Upon
connecting with SRCFC, Andrew
immediately brought his enthusiasm to
our undertaking…He has become an
important part of SRCFC here in
Central Oregon and around the world.”
Calvin Landrus, SRCFC National
Director
Former Clients/Owners
“We could NOT have done it the past 12 years
WITHOUT YOU!…You have been the best”
“Thanks for all your help with the family
companies over the years”
“Thank you for your valuable service to our
Company. You will be missed!”
Touchstone Youth Project, Inc.
(501c3)
“I have known and worked with Andrew for close to 6 years
and I never cease to be impressed with his motivation,
integrity, and creativity. This coupled with his
compassionate personality and sense of humor makes
Andrew a joy to work with.”
The Honorable Judge Stephen P. Alcorn, Oklahoma County
Juvenile Justice Center
10. "Success is getting what you want; happiness
is wanting what you get." Dale Carnegie
