Data Processing Enterprise

Data Processing Enterprise

Represented established business as it transitioned from time-and-materials-based consulting to volume-based data processing, increasing annual revenue by 9X, until the founders sold the business to a private-equity based roll-up.

Milestone events included:

· Assisted in development of business plan; and revisions of plan over time

· Structured transition from single-owner Subchapter S Corporation to Partnership structure with “Profits Interest” for key contributor

· Assisted in selection of new banking relationship and negotiation of line of credit agreement

· Assisted in selection of new CPA relationship

· Assisted in development, documentation, and certification of ISO 27001 data security program

· Assisted with the opening of new offices in additional states and administration of multistate employment and registration compliance

· Assisted in the development and implementation of multistate tax compliance program

· Assisted in the development of hiring and employment protocols, incentive programs, and discipline programs

· Assisted in registration of trademarks and protection of intellectual property

· Assisted in negotiation, administration, and enforcement of multiple contracts simultaneously and administration of multiple projects and events simultaneously

· Assisted in negotiation and documentation of sale of business