Case 204 - Cash Flow Coach™

Location : Texas | Industry : Community Newspaper

SITUATION

The Company primarily operates within the print media space, and management who was under no pressure to deploy a 13-week cash flow model, was proactive.

SOLUTION

Newpoint Advisors Corporation’s cash flow coach completed a 13-week cash flow model for the company.

RESULTS

The client was happy with the cash flow model and established it as its new operating standard.

Case 197 - Cash Flow Coach™

Location : California | Industry : Staffing

SITUATION

A fast-growing staffing company unable to monitor or control its cash flow caused its financing company's concern.

SOLUTION

Newpoint Advisors Corporation was able to provide a cash flow model and, at the request of the company, provided an analysis of its reporting issues.

RESULTS

The client adopted the Newpoint Advisors Corporation cash flow model and its recommendation for additional staff to support its growth.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 196 - 20-Day Proactive Assessment™ TAME™

Location : Michigan | Industry : Automotive Injection Molding

SITUATION

Company is a tool and dye manufacturing shop. The automotive industry comprises 75% of its sales, which have plummeted, and the company suffered a $1MM loss in 2019.

SOLUTION

Newpoint Advisors Corporation was asked to do a 20-day proactive assessment. Newpoint proposed a 100-day metric-based action plan, but the company declined. Newpoint Advisors Corporation proposed a refinancing which the client accepted.

RESULTS

Refinanced company successfully.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 183 - 20-Day Proactive Assessment™ TAME™

Location : Illinois | Industry : Farm Sundry Retailer

SITUATION

Due to a lack of management, the company sustained three years of losses. The company had no employee accountability, community outreach, poor inventory management, and dated merchandising strategies.

SOLUTION

Newpoint Advisors Corporation helped create a new internal communication strategy, KPI management, introduced a new merchandising strategy, price increases, and the creation of an employee accountability culture.

RESULTS

Company is solvent and looking to find a new banker to get larger working capital lines to facilitate growth.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 176 - 20-Day Proactive Assessment™ TAME™

Location : Pennsylvania | Industry : Window Manufacturing

SITUATION

Newpoint Advisors Corporation was engaged to help assess the company's viability due to the company reporting a loss for a few years and consistently asking for over-advances.

SOLUTION

Newpoint Advisors Corporation conducted a 20-day proactive assessment of the company and laid down a plan of action to help management navigate the situation.

RESULTS

Lender decided to liquidate the company after the state shut down as a result of COVID-19.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 169 - ABC

Location : Illinois | Industry : Outdoor Retail

SITUATION

An outdoor apparel/high-end hammock company with durable and well-received products is fighting with competitors' inferior products and lower costs. The partners are in dispute, and the majority owner's dad has a personal guarantee with the bank.

SOLUTION

Newpoint Advisors Corporation settled the partnership dispute and brokered the sale of the company.

RESULTS

The lender received full recovery.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 167 - Data Aggregation for Transactions

Location : California | Industry : Misc

SITUATION

A data management company was launching a new product. The company knew which market to target but did not know how to price it correctly to maximize profitability.

SOLUTION

Newpoint built a pricing strategy and execution model for the sales team to follow. The strategy included customer interviews to determine what problems they encountered with current market solutions and what they needed to switch. The new product was built around solving these problems and the messaging heavily communicated these solutions.

RESULTS

The new pricing was 15% higher than what they financially modeled based on the more in-depth understanding of why a customer would buy the new product.

Case 162 - 20-Day Proactive Assessment™ TAME™

Location : Ohio | Industry : Fitness Gym

SITUATION

Lender asked Newpoint Advisors Corporation to negotiate the best settlement for the lender on the loan they had on the company.

SOLUTION

Newpoint Advisors Corporation performed a 20-Day Proactive Assessment and recommended the lender sell all locations.

RESULTS

Lender negotiated with the company for a higher value for the note and got paid off.

JOBS SAVED

MONEY RETURNED TO FINANCER

$K

Case 161 - Financial Advisory

Location : Florida | Industry : Decedent's Estate

SITUATION

Executor of decedent's estate needed forensic accounting services.

SOLUTION

Newpoint Advisors Corporation engaged to analyze calculations of amounts due to beneficiaries.

RESULTS

Newpoint Advisors Corporation prepared calculations that were accepted by the courts.

Case 160 - Liquidation Agent

Location : Texas | Industry : Storage Tank Manufacturing

SITUATION

An oil services company in Texas that provides equipment to the oil fields was out of business due to oil patch fluctuations.

SOLUTION

In the oil field, Newpoint observed the inventory's condition and value for the final settlement with its senior lender.

RESULTS

Newpoint deployed a local resource within 24 hours to assess the inventory, provide comments on a better liquidation process, and obtain intel on potential collections from the owners.

Case 159 - Valuation

Location : Illinois | Industry : Fastener Manufacturer

SITUATION

The parent company wanted a strategy for selling the division.

SOLUTION

Newpoint Advisors Corporation provided a low-cost valuation based on industry and general comp values and provided structures that a possible buyer might find interesting.

RESULTS

The client used Newpoint Advisors Corporation's information to structure its sale with a friendly buyer.

MONEY RETURNED TO FINANCER

$MM

Case 157 -

Location : Illinois | Industry : Light Industrial Staffing

SITUATION

A fast-growing staffing company outgrew its ability to provide information to its asset-based lender.

SOLUTION

Newpoint Advisors Corporation was asked to bring their Cash Flow Coach program to provide an opportunity for better reporting. The client’s staff could not keep up with the new requests. The Cash Flow Model was ultimately not created, but material staffing issues were uncovered.

RESULTS

The client replaced staff as it expected an issue, but no cash flow model was produced.

Case 154 - ABC

Location : Illinois | Industry : Retail for Education

SITUATION

An educational teacher supply store with three locations could not keep up with the Amazons of the world. The company had too many locations and high expenses.

SOLUTION

Newpoint Advisors Corporation had to liquidate the company. The company was able to keep employees employed until after Christmas. The company had an out of business sale, and then the business was closed.

RESULTS

After liquidating the company, the lender recovered 50% of the loan value which exceeded expectations.

MONEY RETURNED TO FINANCER

$K

Case 153 - Corporate Finance

Location : Texas | Industry : Cyber Security

SITUATION

The bulk of a cyber security company was sold leaving a start-up team for a piece of new technology, the need for additional capital and an asset in the form of a litigation payout. The payout was not immediate and needed to be bridged.

SOLUTION

Newpoint Advisors Corporation found refinancing to solve to bridge working capital issues.

RESULTS

100% financing requested and found, and the company continues to be successful.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 148 - ABC

Location : Florida | Industry : Bike Store

SITUATION

A bicycle retailer with forty-three years of successful sales declined in the current retail environment and could not negotiate with its landlord for relief.

SOLUTION

Newpoint was asked to review the company and determined that an assignment for the benefit of creditors would be in the stakeholder's best interest.

RESULTS

Newpoint conducted an ABC under Florida law resulting in a higher than anticipated, but not 100% recovery for the senior lender.

Case 142 - 20-Day Proactive Assessment™ TAME™

Location : Illinois | Industry : Filmmaking

SITUATION

Independent film producer for museum industry had two years of poor results and lender was concerned about the viability of future production Solution: NAC conducted a 20-Day proactive Assessment and determined that the company was disorganized and resource-constrained. It had a viable product line and could be restructured successfully and refinanced at a later time.

SOLUTION

NAC conducted a 20-Day proactive Assessment and determined that the company was disorganized and resource-constrained. It had a viable product line and could be restructured successfully and refinanced at a later time.

RESULTS

The client was not willing to implement NAC changes. However, NAC was successful in restructuring the loans with its current lender.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 138 - Receivership

Location : Illinois | Industry : Real Estate

SITUATION

The borrower, taking money and proceeds from rent and using it towards other business ventures, defaulted on a loan.

SOLUTION

Newpoint Advisors Corporation was retained as receiver to secure and preserve collateral. Newpoint Advisors Corporation was able to clean up and secure premises.

RESULTS

Obtained rent and set up the sale for the bank.

MONEY RETURNED TO FINANCER

$MM

Case 137 - Receivership

Location : Illinois | Industry : Real Estate Portfolio

SITUATION

A real estate holding company was unable to pay its debt.

SOLUTION

Newpoint Advisors Corporation was able to preserve and secure the collateral. The bank and borrower reached a settlement, which resulted in a payout to the bank and a deed in lieu, which gave the bank the ability to sell the property and recover more of their loan value.

RESULTS

The borrower was released from delinquency in exchange for a payout, and the bank was able to liquidate the collateral and maximize more of the rent.

MONEY RETURNED TO FINANCER

$MM

Case 132 - Transaction Services

Location : Florida | Industry : Healthcare

SITUATION

A medical practice with two locations that did not have enough employees and was not billing enough to cover both locations. A reduction in sales caused an inability to pay the lender. The bank asked the company to liquidate and sell off the practice.

SOLUTION

Newpoint Advisors Corporation was engaged to complete the liquidation process.

RESULTS

The company was able to sell one of the practices, and the other practice was closed and liquidated.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 129 - 20-Day Proactive Assessment™ TAME™

Location : Florida | Industry : Printer

SITUATION

A printer with weak sales and a management mistake was interested in getting out of the bank, and the bank wanted the company to leave.

SOLUTION

Newpoint Advisors Corporation performed a 20-Day proactive assessment and completed its TAME analysis. The findings brought up operational opportunities that the company could execute effectively.

RESULTS

Successfully refinanced company, and the company turned a profit for the first time in 2 years.

JOBS SAVED

MONEY RETURNED TO FINANCER

$K

Case 128 - Cash Flow Coach™

Location : Illinois | Industry : Fire and Water Restoration

SITUATION

A small Midwest fire and water remediation company that also managed home reconstruction was acquired by second-generation owners who had overpaid for the business compared to its cash flow ability. The company was in severe financial fatigue and likely to liquidate soon.

SOLUTION

Newpoint deployed its Balance program to determine a path of viability for the business or strategic alternatives if it wasn't viable. The cash flow coach ultimately found that the company would need to be sold. The liquidation analysis showed that the bank would recover approximately $0.15 on the dollar. Newpoint found an alternative sales solution.

RESULTS

Newpoint was able to find value in the franchise rights that the company had for part of its business and was able to sell it to a competitor for a substantial premium that allowed the bank to exit with $0.70 on the dollar as a recovery.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 126 - 20-Day Proactive Assessment™ TAME™

Location : California | Industry : Transportation

SITUATION

A California and Illinois-based trucking company found themselves in trouble after California changed their employment law that affected Independent Consultants.

SOLUTION

Newpoint Advisors Corporation conducted a 20-Day proactive assessment to develop operational changes and refinance the company.

RESULTS

Management did not accept operational recommendations, but Newpoint Advisors Corporation refinanced the company, and the lender recovered 100%.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 125 - Receivership

Location : Illinois | Industry : Landscaping / Gardening Services

SITUATION

A company owned by feuding siblings caused the garden center to fail.

SOLUTION

Newpoint Advisors Corporation advised the siblings to settle and find a buyer for themselves or lose the business.

RESULTS

The siblings found a buyer for the company. The lender received 100% recovery.

JOBS SAVED

MONEY RETURNED TO FINANCER

$K

Case 123 - Extreme Accounting

Location : Illinois | Industry : Real Estate Investment

SITUATION

The company engaged Newpoint Advisors Corporation to help move their accounting to QuickBooks.

SOLUTION

Newpoint Advisors Corporation set up QuickBooks and trained the company's owner on the implementation of QuickBooks.

RESULTS

The owner of the company made a successful transition to QuickBooks.

JOBS SAVED

Case 122 - Cash Flow Coach™

Location : Massachusetts | Industry : Greeting Card Designer

SITUATION

A greeting card designer and printer company had long-term systemic losses and needed a plan for its lender to stay in business.

SOLUTION

Newpoint Advisors Corporation provided a cash flow launcher with a coach.

RESULTS

Newpoint Advisors Corporation provided a cash flow model allowing the lender and borrower to communicate, allowing the borrower to remain in his business.

JOBS SAVED

Case 121 - Liquidation Agent

Location : Illinois | Industry : Restaurant / Bar

SITUATION

The borrower broke a covenant of agreement by stopping payments to the bank). The company was suffering from deficient operations and a bad location.

SOLUTION

Newpoint Advisors Corporation was engaged to liquidate and sell the assets.

RESULTS

The borrower sold the franchise.

MONEY RETURNED TO FINANCER

$K

Case 065 - Interim Manager

Location : Illinois | Industry : Manufacturing

SITUATION

Concrete tube and foundation manufacturing that was losing market share and shrinking. One of the senior managers had purchased the business and was attempting a turnaround.

SOLUTION

Newpoint Advisors Corporation was asked to assist the new owner in organizing their turnaround plan and evaluating it for the banks comfort and/or exit.

RESULTS

Newpoint Advisors Corporation recommendations provided a bridge for the lender and owner to get comfortable and continue with their renewed relationship.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 064 - Receivership

SITUATION

Couple owned military surplus store and opened a wine gambling center next door. Company was hit with large property and sales tax bill due to increase in tax rates. Company could not cash flow their bill.

SOLUTION

Newpoint Advisors Corporation liquidated the collateral for the purposes of paying back the bank.

RESULTS

After liquidation of collateral, the bank waived any deficiency.

MONEY RETURNED TO FINANCER

$K

Case 063 - Receivership

Location : Illinois | Industry : Real Estate

SITUATION

Newpoint Advisors Corporation was retained to mediate and lead the successful sale and transition of the bank’s collateral. Owner of real estate portfolio fled the country after '08 recessions and was not paying the bank back.

SOLUTION

Newpoint was retained to find the owner and help mediate and oversee the transition and sale of collateral for the benefit of both lender and borrower.

RESULTS

Newpoint Advisors Corporation successfully oversaw the sale of collateral

MONEY RETURNED TO FINANCER

$K

Case 062 - Cash Flow Coach™

Location : Illinois | Industry : Misc

SITUATION

Scrap Electronics Processor client needed a Cash Flow Coach™ and lacked the staff. CFO used Newpoint to build and develop a cash flow model.

SOLUTION

Newpoint implemented its Cash Flow Coach™

RESULTS

Management implemented the tool and trained staff on how to use it.

MONEY RETURNED TO FINANCER

$MM

Case 059 - Litigation Support

Location : Indiana | Industry : Healthcare

SITUATION

Doctor - Individual and business Chap 11 cases needing financial report to support Plan projections.

SOLUTION

Newpoint Advisors Corporation prepared report based on financial analysis in connection with the debtor's plan of reorganization and disclosure statement.

RESULTS

Newpoint report advanced settlement discussions with FDIC and confirming Plan.

JOBS SAVED

Case 058 - Bookkeeping Report

Location : Florida | Industry : Retail

SITUATION

Gymnasium - Chap 11 operating debtor in need of monthly operating reports

SOLUTION

Newpoint Advisors Corporation affordably prepared monthly operating reports in efforts to reach a confirmed Plan.

RESULTS

Case was dismissed due to debtor failure to comply.

Case 057 - 20-Day Proactive Assessment™ Extreme Accounting TAME™

Location : Illinois | Industry : Software Staffing

SITUATION

Staffing related engineering company that had high customer concentrations and a testing facility that was highly underutilized because their key customer had pulled back on projects.

SOLUTION

Newpoint Advisors Corporation made an assessment of the business that required changes in cost analytics. Management was slow to make changes and bank required the exit.

RESULTS

Newpoint successfully refinanced the company and ultimately went on to assume the CFO role and help the company improve its analytics through its Extreme Accounting program.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 056 - Fiduciary Services

Location : Illinois | Industry : Engineering

SITUATION

With a global HQ in Europe, this engineering for conveyers company was very successful, and the son of the owner wanted to expand in to the U.S. and did so but instantly failed because of the inability to find local, effective management.

SOLUTION

Newpoint Advisors Corporation was retained to wind down the operations of the company and find a successful bidder for the sale of the assets.

RESULTS

Newpoint Advisors Corporation completed a successful sale and the secured lender was paid in full. Unsecured lenders received partial distributions and landlord was able to take control of the property in a turn key situation.

MONEY RETURNED TO FINANCER

$K

Case 054 - Forensic Accounting

Location : Florida | Industry : Misc

SITUATION

Appliance Repair - Individual Chapter 13 debtor at end of plan needing reconciliation of mortgage and related amounts paid.

SOLUTION

Newpoint was asked to prepare reconciliations of mortgage and related amounts paid.

RESULTS

Newpoint did reconciliation and provided results to debtor and debtor's counsel providing clarity for stakeholders.

MONEY RETURNED TO FINANCER

$K

Case 052 - 20-Day Proactive Assessment™ TAME™

Location : Illinois | Industry : Manufacturing

SITUATION

Maker of commercial bags for hauling "bulk items". Company had losses stemming from market competition and pricing pressure.

SOLUTION

Newpoint Advisors Corporation was asked to only provide an assessment (TAME™) for a turnaround plan. Newpoint deployed its 20-Day Proactive Assessment and was able to make a handful of suggestions, including senior management’s need to get rid of some of its distractions that was keeping its focus from the business.

RESULTS

Management ultimately accepted the recommendations, made the changes, and reported greatly improved profitability.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 051 - Cash Flow Coach™

Location : Georgia | Industry : Retail

SITUATION

Small online retailer for dog products selling through Amazon. Amazon made a shift in its processing and they lost volume. They were financing the company through credit cards and fell behind. Without the credit cards, they could not continue to run the business. Newpoint Advisors Corporation was asked to assist in negotiations with credit card company.

SOLUTION

Client was unable to stay with the program.

RESULTS

Newpoint Advisors Corporation resigned, and the company folded.

JOBS SAVED

MONEY RETURNED TO FINANCER

$K

Case 030 - 20-Day Proactive Assessment™

Location : Georgia | Industry : Staffing

SITUATION

Newpoint Advisors Corporation was asked to assess the viability of this staffing company.

SOLUTION

Newpoint uncovered fraud and attempted to work with the finance company to repatriate its capital while the company tried to raise new capital.

RESULTS

The financier was able to recover 98% of its capital.

MONEY RETURNED TO FINANCER

$MM

Case 029 - Cash Flow Coach™

Location : Tennessee | Industry : Construction

SITUATION

Simple, small home construction company. Had cash flow issues around growth that is was not able to manage.

SOLUTION

Newpoint was brought in to do a cash flow assessment.

RESULTS

Newpoint completed a cash flow model for the client providing clarity for overcoming working capital issues.

JOBS SAVED

MONEY RETURNED TO FINANCER

$K

Case 028 - ABC Interim Management

Location : Illinois | Industry : Retail

SITUATION

Internet retailer who was dealing with litigation between owners while also managing a decline in the top line as a result of the Amazon phenomenon.

SOLUTION

Newpoint Advisors Corporation assumed the role of Interim Management, brought in new management to work on the top line, while attempting to clear excess inventory and asset management in data gathering around the lawsuit. Ultimately, industry trends proved to be too strong and the company needed to liquidate.

RESULTS

Company ultimately had to go out of business and was placed in an Assignment for the Benefit of Creditors.

MONEY RETURNED TO FINANCER

$K

Case 027 - Cash Flow Launcher™

Location : Illinois | Industry : Construction

SITUATION

Company was asked to review the cash flow plans for this Home contractor subcontractor, and it was determined that the owner lacked operational control of his business.

SOLUTION

Newpoint Advisors Corporation deployed its Cash Flow Launcher™ - Balance program to look deep into this company without spending a lot on the assessment. Newpoint determined the company needed equity and worked with the owner to sell the business.

RESULTS

Owner was able to sell the business and pay off the bank.

JOBS SAVED

MONEY RETURNED TO FINANCER

$K

Case 026 - TAME™

Location : Alabama | Industry : Automotive

SITUATION

This case was a towing and car repair service. While the operator was very good, he was unable to train or retain staff in either business.

SOLUTION

Newpoint Advisors Corporation came up with several recommendations, including simplifying the business.

RESULTS

Owner was able to pay his debts and simplify his business by selling the towing business and staying with the car repair business.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 025 - Liquidation

Location : Illinois | Industry : Automotive Engineering

SITUATION

Engineering company that developed powder coat paint systems for consumer goods in automotive parts. The company's receivables were extended too far due to a project that failed and the company did not cut costs soon enough when cash ran low.

SOLUTION

Newpoint Advisors Corporation was asked to refinance the company, however the company was too far gone for refinancing.

RESULTS

Newpoint Advisors Corporation assisted in the sale of the business, which was a success.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 023 - TAME™

Location : Illinois | Industry : Manufacturing

SITUATION

The custom converter company made used foam blocks (cut-to-form) for various retail products. They lost money because they had too much inventory at old prices and because of changes in commodity prices which had collapsed in the market.

SOLUTION

Newpoint Advisors Corporation was asked to come up with a better business plan for the company to survive the downturn in its industry.

RESULTS

Management reduced some inventory and engaged in modest cost reductions as a result of our recommendations. Management was unable to come up with a plan for additional sales (to reduce existing inventory). They were able to continue with their bank, but historical profitability did not return as a result of their half-measures.

JOBS SAVED

MONEY RETURNED TO FINANCER

$K

Case 021 - Turnaround

Location : Florida | Industry : Importer

SITUATION

B2B Importer company was distributor of wheel parts for tractor trucks. Company had missed forecast and sales volume was dropping and began losing money. They got to those surprises by having AR that was being written off (previously thought to be good receivables). Trust was out the door for the bank.

SOLUTION

Newpoint Advisors Corporation was asked to validate and improve managements forecasting ability. Newpoint Advisors Corporation was able to do that successfully with the management team, leading them to sell the business.

RESULTS

Business was sold successfully with a positive outcome.

JOBS SAVED

MONEY RETURNED TO FINANCER

$K

Case 020 - Turnaround

Location : Iowa | Industry : Fabrication

SITUATION

Metal fabrication company was struggling with profitability and although the company was growing, it was still losing money. Due to a poor operating and accounting system, management had no way to measure its results rendering the cost structure inoperable. It was also partially stalled because it is a union-based company.

SOLUTION

Newpoint Advisors Corporation got the company to make price adjustments and raise prices to increase margin. Newpoint was also able to give the client a recipe for building metrics to improve operations.

RESULTS

Company was able to raise profits on some products and exit unprofitable businesses lines.

JOBS SAVED

MONEY RETURNED TO FINANCER

$K

Case 019 - Sale

Location : Wisconsin | Industry : Manufacturing

SITUATION

Plastic injection molder in the bottle cap industry that had recently lost a significant customer due to its own bankruptcy. Management was made up of strong dye makers who never transitioned into understanding business.

SOLUTION

Newpoint Advisors Corporation was hired as condition of the Chapter 11 confirmation plan to assist management with its previously agreed-to plan. Newpoint had no part in putting that plan together

RESULTS

We immediately determined that the plan was flawed but the stakeholders did not want to go through another bankruptcy. Newpoint managed the operations of the Company and cut costs until it could be sold. Company was sold 11 months later in a successful multi-party auction.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 018 - Liquidation

Location : Illinois | Industry : Misc

SITUATION

Company who Newpoint had been referred to before but had been unsuccessful at meeting management. Previous consultants had been involved with Company on two occasions. Newpoint Advisors Corporation became the receiver for the company as assets were being sold (this was a previously established deal). Newpoint Advisors Corporation was to use the structured settlement from the sales and manage disbursements to the stakeholders - including negotiations with the IRS. Company's industry had changed dramatically in recent years and these changes had brought forth litigation. Newpoint Advisors Corporation managed over 60 lawsuits that had been filed against the company based on regulatory changes.

SOLUTION

Newpoint Advisors Corporation managed the litigation process to reduce the cost to increase the payout to the stakeholders.

RESULTS

Reduction in IRS claims and significant reduction in lawsuit claims to provide improved payout to stakeholders, as opposed to zero.

MONEY RETURNED TO FINANCER

$MM

Case 017 - Turnaround

Location : Illinois | Industry : Software

SITUATION

Small B2B software company, $2MM - big ambitions, but was losing money.

SOLUTION

Newpoint was able to go through an assessment process and show them where they were weak.

RESULTS

Management took recommendations and fixed the company and profitability. Saved in 14 days.

JOBS SAVED

MONEY RETURNED TO FINANCER

$K

Case 016 - Turnaround

Location : Illinois | Industry : Aerospace/Defense

SITUATION

Department of defense supplier for helicopter parts. Company fell behind on its deliveries with its customers (Tier 1 suppliers to Dept. of Defense). The bank became concerned and pulled the line of credit.

SOLUTION

Newpoint Advisors Corporation was asked to find a way to make deliveries and fix the Company’s operational issues. Customer's supported a turnaround plan that got the production schedule back on track within four weeks.

RESULTS

Within 60 days Newpoint had resolved the backlog and the Company was making a significant amount of profit. At this point, the customers’ demands were resolved, and the bank returned.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 010 - Refinance

Location : Illinois | Industry : Importer

SITUATION

This CPG Importer sold Christmas light testers. The Bank was concerned about Company profitability because of hyper seasonality combined with the fact that hadn't sold as much inventory as they had planned.

SOLUTION

Newpoint Advisors Corporation was asked to set up a cash flow model with management that showed the situation was not fatal and that the management team was good enough to manage through.

RESULTS

The banker continued to lend to company into the next season

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 009 - Refinance

Location : Illinois | Industry : Software

SITUATION

The ownership of this employee training software company had semi-retired and provided a new management team with complete freedom to run the company. New management had taken advantage of owner condition and had establish compensation for management that was far above its contribution.

SOLUTION

Newpoint Advisors Corporation was asked to help ownership re-organize management, fix the compensation structures, and set the Company on a path for growth.

RESULTS

New management was able to grow the company and ownership was able sell the business several years later for a very high return.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 008 - 20-Day Proactive Assessment™ TAME™

Location : Texas | Industry : Manufacturing

SITUATION

Highly leveraged private equity owned fiber glass manufacturing company where the owners had upset the bank (due to lack of guarantee on loans). Company was losing money due to being caught in price war with other competitors. Prior to Newpoint Advisors Corporation arrival, Company had set up new facility in Mexico, which it had never visited. Mistakes were made during the construction process that drained financial resources.

SOLUTION

20-Day Proactive Assessment that showed they were weak on working capital management. They had too much inventory, slow to collect on AR, and AP was being paid too fast/without planning. Newpoint Advisors Corporation was able to clean all of that up and gave management better working cash flow through cash flow management and help management find the right price increases and execute them.

RESULTS

Company stayed alive long enough to sell the weaker divisions and become very profitable with less revenue.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 006 - Turnaround

Location : California | Industry : Staffing

SITUATION

Company that owed the IRS millions of dollars and was unprofitable

SOLUTION

Newpoint Advisors Corporation helped the company reduce costs and find a financing source to help with liquidity in conjunction with Tax-Guard, who lead IRS negotiations.

RESULTS

Company was successfully refinanced, and IRS installment agreement put into place.

JOBS SAVED

Case 005 - Turnaround

Location : Indiana | Industry : Staffing

SITUATION

Newpoint Advisors Corporation was called in by factoring company to take on the CRO role while the company was sold. Company has millions of dollars in back taxes related to payroll.

SOLUTION

Newpoint Advisors Corporation found a way to consolidate critical aspects of operations and help facilitate a price increase resulting in the company’s most profitable year.

RESULTS

Owner went from owing IRS millions of dollars at sale, to paying off the taxes (in conjunction with Tax-Guard) and selling the business for millions of dollars - which he was able to keep.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM

Case 004 - Extreme Accounting

Location : Illinois | Industry : Healthcare

SITUATION

Hired to help the underperforming Client merge with another doctor so that the company could increase volume and become profitable. Newpoint helped the owners negotiate several different term sheets which led to the doctor becoming an employee but not an investor.

SOLUTION

Because of no investment, the company needed more financial advisory. In the meantime, the company's bookkeeper quit, and Newpoint Advisors Corporation was able to provide the bookkeeping services in addition to CFO skills. This helped the company avoid a liquidity crisis.

RESULTS

Company became profitable and remain independent with good relationship with lender.

JOBS SAVED

Case 001 - Sale

Location : Indiana | Industry : Manufacturing

SITUATION

Case 001 – Indiana - Off Road Manufacturing - Sale Company had multiple years of loss. Lender knew they were going to lose money and they needed to exit. Company had two divisions that needed to be sold.

SOLUTION

Newpoint hired as a receiver, while investment banker sold 1st division. Customers provided liquid during sale. Investment banker abandoned the 2nd division sale (deemed too small to deal with) while Newpoint continued with the process.

RESULTS

Newpoint sold 2nd division, saving more jobs and providing the bank 2 times the recovery on 2nd division.

JOBS SAVED

MONEY RETURNED TO FINANCER

$MM