Companies Struggling Through or Recovering From COVID-19
Multiple businesses across industries came to Brian during and after the pandemic facing collapsed revenues, broken supply chains, PPP loan complications, and demoralized teams. Brian helped these companies stabilize operations, renegotiate obligations, and build recovery plans that actually worked.
Turnaround
Crisis Management
Strategic Planning
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Family & Partner Disputes
Feuding Family Members Destroying a Third-Generation Business
A family-owned business spanning three generations became the battleground for a bitter internal war between heirs. The conflict was paralyzing operations and threatening to destroy everything the founders had built. Brian stepped in to mediate, restructure leadership, and protect the business from the people fighting over it.
Conflict Resolution
Family Business
Leadership Restructuring
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Family & Partner Disputes
Divorce Claim on the Business While the Bank Threatened Foreclosure
A business owner faced a devastating double threat: a spouse seeking 50% of the business in divorce proceedings, and a bank simultaneously moving toward foreclosure. Brian coordinated strategy across legal, financial, and operational fronts — helping protect the business while navigating both crises simultaneously.
Financial Distress
Conflict Resolution
Crisis Management
An Employee Who Took Over the Business and Locked the Owner Out
An owner who had trusted a key employee with too much authority found himself locked out of his own business — legally, operationally, and physically. Brian helped map the legal and operational path to reclaiming control, protecting the owner's rights, and rebuilding proper governance structures.
Legal Navigation
Corporate Governance
Turnaround
A Family-Owned Business Whose Accountant-Turned-CFO Embezzled From Them
A large, family-owned company hired their longtime accountant as CFO — only to discover he had been embezzling from them. Brian was brought in to assess the financial damage, stabilize the company's cash position, assist with recovery efforts, and help rebuild the financial infrastructure with proper oversight and controls.
Financial Distress
Crisis Management
Internal Controls
A Company Managing Shareholder Lawsuits Involving 8+ Attorneys
A company found itself entangled in multiple simultaneous shareholder lawsuits with more than eight different attorneys involved across opposing sides. The legal complexity was paralyzing the business. Brian served as a central strategic advisor — helping the company navigate the litigation landscape while keeping the business operational.
Shareholder Disputes
Litigation Strategy
Crisis Management
A Company Without Real Leadership, Run by a Committee of Wrong Hires
A company that had lost its leadership direction hired a series of wrong people and descended into management-by-committee — a structure that guaranteed indecision, conflict, and stagnation. Brian stepped in to assess the team, reestablish clear leadership, and rebuild the organizational structure from the inside out.
Leadership Restructuring
Interim Management
Strategic Planning
Owners Stealing From Their Own Company, Forced Into Bankruptcy
A company whose owners had been diverting funds from the business found themselves facing the inevitable consequence: bankruptcy. Brian was brought in to work through the bankruptcy process, protect remaining stakeholders, and explore whether the business had a viable path to survival or needed an orderly wind-down.
Bankruptcy Navigation
Financial Restructuring
Turnaround
A Merger With a Public Company That Was Going Bad
A company mid-merger with a publicly traded firm discovered the deal was unraveling — with serious implications for both parties and their stakeholders. Brian was engaged to assess the situation, advise on options, and help navigate the complex legal, financial, and reputational dimensions of a troubled transaction.
M&A Advisory
Crisis Management
Negotiations
A High-Profile Business Owner in IRS Trouble Who Needed to Liquidate Assets
A well-known business owner facing significant IRS exposure needed to raise cash quickly through asset sales — without creating a fire-sale situation that destroyed value or attracted unwanted attention. Brian managed the strategic asset disposition process, maximizing proceeds while protecting the owner's broader interests.
Asset Disposition
Financial Crisis
Exit Planning
A Key Manager Died Suddenly — With All the Corporate Knowledge Undocumented
When a company's central manager passed away unexpectedly, the organization was left without access to critical operational knowledge, processes, and relationships that existed only in that person's head. Brian stepped in to stabilize operations, reconstruct institutional knowledge, and build the documentation and systems the company should have had all along.
Interim Management
Crisis Stabilization
Succession Planning
A Well-Known Real Estate Developer Facing Personal Financial Crisis and Multiple Foreclosures
A prominent real estate developer faced a cascading personal financial crisis threatening multiple properties with foreclosure and creating chaos for investors and partners. Brian helped design and execute a strategic response — prioritizing assets, negotiating with lenders, and working to contain the damage before it became irreversible.
Financial Restructuring
Lender Negotiations
Asset Strategy
Cash-Strapped Companies With Demoralized and Disgruntled Employees
Nothing destroys a company faster than a team that has lost faith in leadership. Brian has worked with multiple cash-strapped businesses where employee morale had collapsed — helping owners rebuild trust, address underlying causes, stabilize finances, and create a culture where people actually want to show up and do the work.
Turnaround
Leadership Improvement
Culture & Morale