Client Results — Fractional CFO & Advisory Outcomes

Growing, restructuring and making the big calls.

Produce distribution · Southwest Florida

Growth restarted after a flat year — with the owner able to step back

Business structure reorganized for growth
Commercial property loan secured with lender-ready financials
A costly software vendor decision avoided

“Over this past year Neil has reorganized our business as if it was his own, always just a phone call away. He has allowed me to dodge many bullets (bad financial decisions) by advising me on the pros and cons of every major decision.”

Raphael Hernandez · Owner, Del Mono Fresh

Dry cleaning · Naples

A decision dashboard built for a seasonal business

QuickBooks history and CRM data combined
Projections built from recent results
Refined version after version until it fit the business

“Neil unveiled an AI directed, but consultant driven, financial dashboard for Platinum that will TRULY assist in financial decision making based off of recent past financial history along with accurate financial projections.”

Craig D. Bamberg · Owner/Managing Partner, Platinum Dry Cleaners

Mining & aggregates

Major SBA loan secured to fund growth

Financials prepared and explained for the lender
Loan package assembled the way the SBA needed it

“The SBA loan for PJM Rock Mine & Aggregates LLC would not have happened without your assistance and guidance. Your help with understanding and the preparing of the financials was paramount. Your help in putting the information requested by the SBA in the way they needed was key.”

Judit Serfecz · Business Manager, PJM Rock Mine & Aggregates LLC

Personal-care franchise · Fort Myers

Confident decisions as a first-time franchise owner

Financials reviewed together over more than a year
Timing of the LLC to S-Corp change
When and how to pay herself

“As a first-time business owner, the invaluable advice from not only an accountant but also a former business owner made me think of many different aspects for my business which I was missing… Neil has directed me to many other business contacts which has helped me be a more successful business woman.”

Deanna Capps · Franchisee, European Wax Center

Business acquisition

Guided through a business acquisition, start to finish

Financial analysis of the target
Deal structure and negotiation

“His expertise in financial analysis, deal structuring, and negotiation provided tremendous value throughout the process. Neil's strategic guidance, responsiveness, and deep M&A knowledge helped me navigate critical decisions with confidence.”

Alex Cornelio · Integrative AI Inc.

Marketing services

After an acquisition: sell the branch, focus on the core

Merger of an acquired branch evaluated
Branch sold to refocus on the primary business

“Our company engaged the services of The Shnider Group to help our small business grow after an acquisition. A small business owner out of necessity wears many hats and the guidance I received was invaluable to make the best decisions.”

Martin Pahnke · MAS SWFL Marketing Group

Small business

A new direction for the business

Strategy for repositioning the business
Fast, hands-on support when needs came up

“The time and effort that you have put into this is extraordinary. Your immediate response to our needs and your accessibility is so greatly appreciated… Your expertise and wisdom is invaluable.”

Craig Frankel · Owner, Chesterdales

Real estate

Approved for assistance on the strength of the P&L

Financial statements prepared to support the application

“Your P&L closed the deal for me… thank you Neil. I am now approved for help through Florida's Hardest Hit Fund.”

Chris · Vista Key Real Estate, LLC

Direct, practical and on your side.

“I've seen him overhaul more than one struggling business, and it really can change a person's life. If you are willing to receive direct, honest, and no-nonsense insight about your business or finances, Neil is a fantastic person to work with.”

Karen Howell · Blue Collar Bookkeeping LLC

“He has helped me re-organize our business structure to really allow me to grow! If you're looking for the best in the business, The Shnider Group is hands down the place to go!”

Raphael Hernandez · Del Mono Fresh

“His availability and willingness to help navigate issues with me has given me the courage and wisdom to pursue more opportunities and decline unwise investments.”

Jenna Richardson · Business owner

“I learned so much from you in such a short amount of time and feel our time was very productive and will have a positive impact on my business for many years to come.”

Sheryl Soukup · Soukup Strategic Solutions

“Neil is accurate and to the point and focused to get to the issues and find the solutions to the challenges.”

Business owner

“It was great working with you on our first project together, hopefully this will be the start of a great long-lasting business relationship.”

David M. Roback, CPA · Roback Financial Services

Making finance make sense to business owners.

“Your suggestions on assessing the pros and cons of a Stock vs Asset purchase was especially helpful.”

Harry Looknanan Jr. · on The Shnider Group's training on buying a business

“The trainings are comprehensive yet succinct, up to date, and the content is easily digestible and practical regardless of your experience level.”

Rob Wilkinson · Director of Finance & Administration, Entech

“I have been involved with a number of trainers, but you are by far the most knowledgeable and personable.”

Jerre Bess · Director of Finance, Ohio Civil Rights Commission

“Our members are often skeptical of the ability of presenters from outside the profession to understand and speak to their needs… it was obvious that you overcame that barrier.”

Wayne Piper · Director of Professional Development, Ohio Library Council

“You knew exactly what level of detail to go to with this group to get them excited about more without overwhelming them, and to fit your presentation to the allotted time. We received lots of positive comments about you and your presentation.”

Sue Ryan · on Neil's session for the Greater Naples Chamber

Neil has been a featured panelist on the Southwest Regional Manufacturers Association's Financial Risk Management roundtable, and was appointed the first Huntington Adjunct Chair in Banking at Capital University's Graduate School of Administration in Columbus, Ohio.

Straight answers. Better decisions.