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Rick Perrin

 

Member profile details

Membership level
Member
First name
Rick
Last name
Perrin
Phone
6085763773
City
Verona
State
WI
Zip
53593
Middle Initial
C.
Company
B2B CFO and Grant Budget Manager, LLC
Professional Title
Partner and Developer/Owner
Professional Designations
CPA, MBA, CCM
Mobile Phone
(608) 576-3773
Introduction
BIO

Richard C. Perrin, CPA, CCM, MBA

Rick has over 35 years of broad-based financial and operations experience in manufacturing, retail and service firms, and as a CPA and consultant. He has extensive experience leading companies through high growth, and is particularly adept at driving increased sales, operational improvement and profitability.

Rick is the Madison based Partner with B2B CFO. We take companies to a higher level of success with our unique, proven six-step process ; the GamePlan TM;. As a B2B CFO partner, Rick works with a number of small and mid-market businesses in the Madison WI, Milwaukee WI and surrounding areas, where he helps them with all aspects of financial management, Exit and Transition Planning, sales, operations and profitability improvement, strategic planning and growth strategies. His strong background leading rapidly growing companies, his skills in strategic and financial planning and his unique ability to use financial tools to analyze sales, operations, costs, risks and opportunities is what makes him successful. He serves a variety of clients including manufacturers, distributors, software, contractors, medical, service and specialty companies, and not-for-profits. Rick also turns around struggling companies and provides project and interim support for companies that need a strong financial manager.

Rick is also the developer and owner of Grant Budget Manager, LLC, a budget and forecasting software program for multi-grant nonprofits.

Prior to joining B2B CFO, Rick was Vice President Finance and CFO for five years at a complex manufacturer where he played a lead role in driving sales from $45 to $70 million, reducing costs over $3 million, and leading the launch of two new divisions including a manufacturing operation in China. Rick and his Finance, IT, Purchasing, Quoting and Logistics departments, working closely with Sales and Operations, were instrumental in the analysis, acquisition and financing of $22 million of new capital and the quoting, award and successful launch of $25 million in new products. Rick also implemented new costing systems and a full array of management tools for improving profitability. In the five years prior, Rick was VP Finance of a six-plant manufacturing company where he played a lead role in doubling sales to $40 million and driving record profits. He also led teams in the acquisition and implementation of ERP Manufacturing, Accounting and HRIS systems. Rick was also Corporate Controller of a $100 million retail chain, Corporate Accounting & Treasury Manager of a $350 million diversified manufacturer and was a certified consultant for two major lines of accounting software.

In addition to accounting and finance, Rick has managed large IT departments and is adept at helping companies improve their information technology strategies and processes. He has also managed major purchasing operations and consults on purchasing and negotiating strategies.
Services
Richard C. Perrin, CPA, CCM, MBA

Expertise

- Exit and Transition Planning for business owners looking to sell or exit their companies in the next few years. Develop exit plans, increase company value and assist through entire sales process, greatly improving the sales price and ensuring a smooth transition to a new owner, including employees/ESOP's, Private Equity, Financial Buyers and Strategic Buyers.

- CFO services for multiple companies

- Senior Level Executive Services

- Profitability Improvement

- Sales and Operations Improvement

- Strategic and Financial Planning

- Sounding Board for Key Decisions

- Origination of solutions to Business Problems

- Budget programs for nonprofits


Qualifications

- 30+ years of CFO/Controller/Executive experience

- Certified Public Accountant (CPA)

- Certified Business Transition Expert

- Certified Cash Manager (CCM)

- MBA, Corporate Finance, UW - Madison

- BS, Business - Accounting, CU - Boulder

Key Services

Exit and Transition Planning including value enhancement through sale.

Tools for key decision-making

- Financial and Strategic Plans

- Accurate, timely, well-structured and meaningful financial statements and reports

- Executive tools for understanding and improving operations & profitability

- Financial analyses and forecasts of opportunities and risks

Profitability and Growth Drivers

- Operations analysis and improvement

- Quoting and pricing strategies

- Sales and marketing strategies

- Business Turnarounds

- Cost/overhead reduction programs and strategies

- Financial statement, product line and customer profitability analyses

- Financial modeling & ROI analyses for new products, investments, and facilities

Cash improvement

- Cash forecasts

- Working Capital Improvement

Creditors and lenders - Business plans

- Financing – Loan packages

- Workout and turnaround solutions

Other services

- Accounting department operations and process improvement

- Cost accounting, job cost, product and project costing systems

- Purchasing operational reviews and negotiation strategies

- Internal control improvement

- International Finance services

- Interim CFO services to support companies who have lost their financial professional

- Risk management and insurance programs

- Information Technology management and strategies

- Accounting department design, staff training and development
Background Info
Over 38 years of experience in Finance, Accounting and Management

MBA - Corporate Finance - University of Wisconsin - Madison

B.S. Business - Accounting, University of Colorado - Boulder

Certified Business Transition Expert

Served over 75 Companies as a Financial and Executive Consultant since 2005

Prior Chief Financial Officer - $80 million company

Prior Chief Financial Officer - $40 million company
Consulting Specialty 1
Accounting & Finance
Consulting Specialty 2
Business Strategy
Consulting Specialty 3
Nonprofits
Consulting Specialty 4
Management Consulting
Consulting Specialty 5
Mergers & Acquisitions
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