Joe Mota

Assist in establishing the listing price of the business. Recast/normalize financials to maximize the selling price of the business. Identify goodwill and intangible assets to maximize the value of the business. Identify and qualify buyers. Negotiate the purchase and sale agreement with the buyer. Coordinate the due diligence process and help remove any conditions. Work with all the parties involved to ensure a seamless closing.

Coach the owner on long term vision, culture & succession planning strategies. Structure the organization to ensure maximum value for the future sale of the business. Analyze all aspects of the business to identify inefficiencies & develop strategies to improve productivity. Assist in restructuring of the financials to measure/track profitability & growth trends. Analyze organizational structure to clarify team accountability & responsibilities.

Acquired Dylis as a Tool & Die business with an annual revenue of $800K & transitioned it to a Nuclear Robotic Systems Integrator with revenue of 6 Million in 5 years. Implemented an ISO 9001 Quality System & custom MRP system to track material, labour & productivity to ensure project profitability & schedule performance. Dealt directly with clients providing system design concepts, integration plans, production improvements, profitability summaries & return on investment calculations.

Directed all aspects of the business from sales through to shipping. Negotiated and secured an exclusive multimillion dollar contract with a large beverage producer. Designed and developed leading edge technology using the latest servo motor technology. Responsible for business development and contract negotiations.

Responsible for profitability of the entire company reporting to the board of directors & shareholders. Directed all aspects of corporate affairs from corporate books to shareholder communications. Negotiated & secured multimillion dollar global contract with Flexpak USA. Registered multiple patents relating to design, process & utilization of a variety of products. Negotiated service & maintenance contracts with firms throughout the USA. Directed the design/development eco-friendly Flopak pouch.

Business Valuation and Financial Statement Recasting