Edward m. sachs, jr., cpa
Ted Sachs is an effective multi-faceted corporate finance and business plan expert whose core strength is driving supportable, executable concepts and principles for his clients, who are across most SIC codes, down through general ledger operations so that operations, finance, and accounting work as a forceful unity. His track record demonstrates a wide range of success aiding firms from start-ups to major global conglomerates.
For instance, Ted’s career achievements to date include that he's:
• Funded over $1B that has earned millions in fees while losing less than $300k total in lifetime lending activities.
• A proven successful manager who generates profits via lending and through top to bottom line growth.
• Earned an MBA in Finance from The University of Chicago Booth School of Business; a BS in Economics from Wharton; and is an active Illinois CPA.
Ted owns his own consulting firm, Edward M. Sachs Jr. Financial LLC (EMS Financial Advisory) , where he specializes in balance sheet solvency enhancement, bank and inter-creditor concerns, risk management (trade credit, underwriting, loan review for banks, etc.), budgeting, trade finance, growth and distress situations for start-ups to large corporations. He also offers interim financial management and specific financial project services. Of note, Ted:
• Since 2012, mentored and supplied business planning and funding advice for over 15 entrepreneurial U.S. service businesses, mainly located in southern Florida, that has helped grow their companies.
• Since 2011 to present, engaged initially as a consultant for Knickerbocker Global, a dynamic international
Chicago-based boutique business plan and market research consultancy that was superseded by Securite Intel, a B2B crime surveillance firm in the predictive technology space. He’s prepared business plan metrics, financial presentations, and company projections, plus Ted was appointed CFO for Securite Intel and search leader for their technology partner. Ted also strategizes capital, debt, and/or creditor prospective partners for Securite Intel.
Some achievements with Knickerbocker/Securite Intel of note include that Ted:
- Provided financial and budgeting advice for a major historical museum’s relocation to New York for Knickerbocker Global.
- Introduced and secured for Knickerbocker’s largest corporate client a marketing opportunity with Eddie Sachs Jr. Racing (no relationship to Edward M. Sachs, Jr.).
• Since 2011, appointed Director of Budgets and Partnering for Eddie Sachs, Jr. Racing, an upper tier professional racing league of very high performance open wheel race cars that is a legacy of the Indianapolis Motor Speedway. In this capacity, Ted targets and strategizes, then initially solicits sponsorship opportunities, following up with planning or presentations, sponsor relationship management, and business plans and budgets drafts as needed. Some achievements with Eddie Sachs, Jr. Racing of note include that Ted:
- Established start-up accounting controls and secondary marketing consulting services with motorsports participants.
- Created a virtual advisory board to multiply the business, mechanical, and engineering capabilities of the team, who has more than 140 years of accumulated experience.
• Since 2010, employed on contract work for BMO Harris conducting independent confirmation of repayment capabilities for a number of their clients, including a business plan review, income statement compilation, and cash tracing for a gasoline retailer with a $1.25M mortgage and a business plan review for a $20M annual sales machine shop with $8M of working capital, equipment, and mortgage loans.
• In 2010, employed as a sub-contractor for a loan recovery provider to PNC Bank accelerating collections, reducing
over-aged account balances, conducting shipping tests, and monitoring ledger daily invoicing and collection activities for the loan recovery from a $8M high end wood veneer milling company.
• In 2008 – 2009, assisted in the loan recovery operations for a $10M high end door and entranceway manufacturer, a
$12M office furniture manufacturer, and a $10M Chevrolet dealership.
• In 2008 - 2009, provided credit and operational advice for a small commercial factoring firm; acted as CFO advisory for a $10M trucking company; conducted a turnaround for a $4M food cleaning chemical manufacturer; and created a sophisticated private placement department for a regional bank.
Skilled at risk and credit management, cash flow improvements, and private placement for capital, Ted can be reached by email at ted@emsfinancialadvisory.com or by phone at 847.687.2554.