Consulting Services

Client Endorsement

"As president of JASCO Inc., a supplier of analytical instrumentation to the pharmaceutical and biotechnology markets, I was tasked in 2004 with scaling our sales and support organization in an effort to significantly increase sales throughout the Americas. Fortunately, at the same time, I was introduced to Jerry Wilcoxon of Wilcoxon Consulting LLC Jerry immediately began by analyzing our business processes including our accounting systems, customer relations management (CRM) software, our infrastructure requirement; as well as our departmental compensation packages. Jerry helped Jasco with the solutions to not only improve current business practices, but allow us to scale our operation. Today, our company is enjoying record sales and profits throughout North and South America – and this is in large part due to Jerry Wilcoxon’s services and efforts.

Frank E. Mason,
President/CEO
JASCO Incorporated

At Wilcoxon Consulting, we employ a hands-on approach, working directly with the business owner and staff to help clients solve a variety of business problems.

In his over 25 years of experience as a CPA, corporate controller, CFO and business consultant, Jerry Wilcoxon has worked in industries such as Insurance Services, Health Care Services, Long-Term Care, Technology, Technical Sales & Distribution, Construction, Real Estate and Professional Services to provide the following business solutions:

New Business Venture Start-Up - Includes creating action plans for start-up activities, calculation breakeven points, and working with banking and private investors to meet the initial and on-going capital requirements.
Interim CFO Solutions - Working with companies that are initially too small for a full-time CFO or companies that are in a transition period but need this level of service, Wilcoxon Consulting LLC can provide this service on an outsourced/contract basis. Included in this service is assistance to ultimately select and hire a full-time CFO to fill the need on a permanent basis.
Corporate Governance - Consulting services around creating organizational structure for effective communication, accountability and scalability.
Capital Budgeting and Cashflow Forecasting - Providing budgeting assistance and cashflow forecasting for internal (management) and external (investor and banking) reporting purposes.
Profit Improvement Consulting - Providing consulting services to leverage existing profitable products and services, as well as providing turnaround consulting services to companies struggling with declining profits and market share.
Succession Planning - Helping business owners to develop an exit strategy as well as provide strategies for handling shareholder turnover, disputes and funding issues.
Business Process Evaluation - Working with organizations to identify and remove operational redundancies to either increase efficiencies or provide room for scalability.
Software System Evaluation and Selection - Working with clients to change financial/operational software solutions by following a proven methodology which includes creating a needs analysis, preparing a case study for demonstration purposes, evaluating potential candidates and finally selecting the appropriate vendor.
Corporate Financing Services - Assisting clients to determine their financing needs, whether it is for a recapitalizations strategy or financing new business ventures using traditional vehicles, SBA guarantee programs, or private equity placements.

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