David Boyer and Joan McNulty

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Sharp focus on important leverage points “We needed to do an honest assessment of our current products, customer contributions, and manufacturing practices that were keeping us ‘stuck’ at the bottom of an economic slump.  We also needed to understand the culture and commercial practices that created our situation, and a plan to create positive cash […]

Paul Craig

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“Razor Sharp” Analysis (As Walter Simson & Associates, Inc.) “Walter Simson and Associates has helped us to evaluate investment opportunities, and has steered us clear of several potential mistakes. They are razor sharp on how things really work in a company, and have helped us to make new management a success. Above all, there is […]

E. Bulkeley Griswold

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The “Additional Partner” to a VC Firm “Walter stepped in as an “additional partner” in our venture fund. One of our portfolio holdings was in need of a complete operational review. His firm not only helped management focus on its strategic goals, but also analyzed areas such as factory scheduling and material components to understand […]

Leo Liu, MD

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Interim Management “Walter played a pivotal role as an interim CFO in steering our company towards a more sustainable operating course by developing a profitable service business and other forms of non-dilutive funding. He also helped me to recruit an outstanding group of business advisors and board directors, and mentored both me and his full-time […]

Dean Statz

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Dramatic Turnaround “Our family has had a long-time passive investment in an equipment distributor.  When operations continued to struggle at the dealership we took action by engaging the turnaround services of Ventor, LLC.  Ventor diagnosed the operating and financial situation quickly, and constructed an operational plan containing specific action steps with time frames.  Ventor then quarterbacked astute […]

Brad Gorsuch

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Instrumental “Walter was instrumental in helping us repair our relationship with our bank and returning us to profitability. We especially appreciated his contribution at the revenue end, where he also provided the analysis and encouragement to get us improved returns on our sales efforts. Brad Gorsuch, Chief Financial Officer BoyerTrucks, Minneapolis, Minnesota

Peter Donovan

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Improved financial output Otto Bock Orthopedic Services, LLC is a national durable medical equipment company receiving referral orders from healthcare institutions and then coordinating with national health insurance companies for billing purposes. It is a multi-product, multi-billing, and multi-location business structure. We needed someone to understand the details of our business, then help us identify […]