ABOUT SPIRIT ADVISORS, LP
Financial Consulting
Spirit Advisors Financial Consulting. Construction Industry Financial Consulting. Spirit Advisors, LP provides consulting services to the construction and construction materials related segments including ready-mixed concrete, hot mix asphalt, and construction aggregates. For the last several years, Spirit Advisors has worked with privately owned businesses with annual revenues ranging from $4.0 million to more than $250.0 million as well as working for publicly traded companies. Our clients have benefited from our assistance in many different areas, including:
Financial Consulting
Spirit Advisors Financial Consulting. Construction Industry Financial Consulting. Spirit Advisors, LP provides consulting services to the construction and construction materials related segments including ready-mixed concrete, hot mix asphalt, and construction aggregates. For the last several years, Spirit Advisors has worked with privately owned businesses with annual revenues ranging from $4.0 million to more than $250.0 million as well as working for publicly traded companies. Our clients have benefited from our assistance in many different areas, including:
Financial Consulting
A financial consulting firm with a wide range of expertise in construction materials, pipeline maintenance, and manufacturing industries.
Spirit Advisors, LP provides consulting services to the construction and construction materials related segments including ready-mixed concrete, hot mix asphalt, and construction aggregates. For the last several years, Spirit Advisors has worked with privately owned businesses with annual revenues ranging from $4.0 million to more than $250.0 million as well as working for publicly traded companies. Our clients have benefited from our assistance in many different areas, including:
Increased profit resulting from:
- Adopting tools to track and manage costs
- Establishment of cost tracking details specific to our client’s business
- Providing tools through which cost variances are more visible and therefore more manageable
- Identification of opportunities for increased margins
- Developing metrics to assist in purchasing decisions
- Evaluating capital expenditures that yield the highest return on investment
- Optimizing capital structure by decreasing interest rates and increasing payback period
- Work with SBA and other agencies to capture the greatest benefit from available business improvement programs
Assisting in ownership changes including:
- Establishing fair value of the business
- Collaborating with all owners to assist in transfer of ownership amongst parties
- Conducting comprehensive business review to identify areas of concern and improvement opportunities
- Developing value enhancement strategy including understanding of cash flow and tax exposure both near term and long term
- Identifying and networking with potential buyers
- Communicating key operational and financial changes to potential buyers resulting from comprehensive business review
- Developing marketing documents and managing the sharing of company information that supports value and mutual success
- Assisting throughout the transaction process to achieve desired goals
Improving financial reporting by:
- Tailoring accounting system to achieve both financial and tax goals
- Working with client staff to develop an efficient and valuable set of financials that identify variances which allow for better management
- Conducting accounting process reviews, implement changes, and train employees
- Monthly reviews of income statement and balance sheet
- Improving client’s use of QuickBooks accounting software
Meet our team
Nathan Green
FOUNDER AND MANAGING DIRECTOR
Nathan has over 20 years of experience in accounting, finance, business valuation, strategic planning, and acquisitions with most of that time spent in the construction materials industry. He has been serving clients since 2014 when he completed a business valuation for Sugar City Building Materials (“Sugar City”) located in Pinole, CA for use in transferring a portion of their ownership interest between family members. Since that time, Nathan has helped numerous business owners improve their profitability, along with valuing and selling their business including Sugar City. When he is not working, Nathan spends his free time with his wife and six children.
Lisa Cherian
FRACTIONAL CONTROLLER
Lisa brings over 20 years of accounting and finance expertise working for both public and private companies. In her most recent controller role, she managed financial operations across multiple countries, ensured financials complied with GAAP and also helped implement accounting systems. Lisa has worked with management in various companies to improve and streamline close and other accounting processes. She has worked alongside with private equity groups, worked through M&A transactions, provided audit support, assisted with budget development & staff training.
Lisa is responsible for overseeing the monthly close and financial reporting processes for our various Fractional CFO clients and assists with budgeting, forecasting, valuation and Transaction Advisory Assignments. Lisa is a Certified Public Accountant in the state of Texas and has her Masters in Accounting from Nova Southeastern University.
Mentors and Strategic Partners
In addition to our full-time team, Spirit has a team of strategic partners that we frequently work with on our engagements. We work together to provide a seamless and effective customer experience. Our two strategic partners bring over 70 years of combined business experience to our engagements.
In addition to our full-time team, Spirit has a team of strategic partners that we frequently work with on our engagements. We work together to provide a seamless and effective customer experience. Our two strategic partners bring over 70 years of combined business experience to our engagements.
Greg Odenthal
Principal of Pinnacle Consulting
Greg Odenthal has decades of experience providing market assessments, business transaction support, efficiency studies, expert witness services, and business development proposals for over 30 companies, both private and public, with up to a billion dollars in revenue. Mr. Odenthal's experience has been specialized in the construction materials industry beginning with time spent as the Business Development Manager for the Pacific Region with Knife River (a subsidiary of MDU Resources), as well as, multiple leadership positions within Granite Construction. Mr. Odenthal's an expert in strategically managing the acquisition process and assisting clients to evaluate their operational logistics to increase value in the preparation for a sale. Greg has a B.S. in Marketing from the University of Nevada and an MBA from the University of Oregon.
Bill Schneider
Managing Director Of Stonemen Advisory Group
Bill Schneider’s construction and aggregate career began with a No. 2 shovel in his hands, digging ditches for a Cedar Rapids, Iowa, underground contractor. His corporate career concluded as the CEO of Knife River Corporation – one of the nation’s Top 10 aggregate and ready-mix companies. Bill has over 35 years of experience in the aggregate, ready-mixed concrete, and construction industries and served as Chairman of the Board for the National Sand, Stone, and Gravel Association.
