Financial Analysis Testimonials

Rich Cosgrove & Nancy Green – Owners, Whole Hog Cafe

Rich Cosgrove and Nancy Green describe their venture as “a hobby that got out of hand.” Business was brisk when they began working with business consultant John Twyford but fluctuating food and fuel costs were eroding their margins and Twyford worked with the couple on strategies to increase their profitability. Less than two years later, Whole Hog North nearly doubled its sales largely due to expansion of the restaurant’s catering services and an unwavering eye on financial performance.

Chris Mathews – National Hollow Metal Door & Frame

The Mathews family are owners of  National Custom Hollow Metal Door & Frames as well as Maple Leaf Awning & Canvas. Most of the family is active in the daily operations of the businesses.

“With the help of Rudy Ortiz, we were able to establish reasonable business valuations on two existing Central Arkansas businesses (businesses indicated above) and were able to acquire them and provide continuous operations for their employees, customers and vendors.

After the purchases, Rudy remained interested and engaged offering other assistance including Website assessment and effectiveness. His advice has been reassuring that our performance and goals are realistic and attainable.

Rudy’s sincerity is genuine and can be trusted as an advisor regardless of the business topic”. 

Dr. Kim Hiatt- Dermlogic

“Mr. Ortiz is a Gem! I found myself in the predicament of owning a business without knowing anything about running a business. Mr. Ortiz listened and quickly knew the questions to ask to get my mind thinking in the right direction. He was incredibly helpful in guiding me as to which challenges were most pressing and should be tackled first and which could wait. He was also able to identify additional challenges I wasn’t aware of. He reassured me they were all manageable.

After just one meeting, I felt such a sense of relief. Finally, I knew I didn’t have to run my business all alone. Mr. Ortiz was always attentive, interested in my business and kept me motivated to continue with it. I highly recommend Mr. Ortiz to anyone struggling with their business“.

Jenny Nelson – Co-Owner, SHS Franchising

“Rudy was an excellent business coach. He was direct and to the point and his suggestions improved my company immediately. He assisted with focusing our time and energy into money making activities. I would recommend him for business coaching without reservation”.

Gina & Wade Radke – Galley Support Innovations – Winner – 2015 Arkansas Governor’s Excellence in Global Trade Award

“We first took our business to Rudy in hopes of preparing our financials to secure a large SBA loan. In the process of working with Rudy, we discovered we, in fact, could have been running our business much more efficiently. Rudy has a wealth of knowledge in cost accounting and manufacturing cost of goods sold. In essence, Rudy worked as a well versed CFO to help get our company not only the loan, but to prepare us to be more profitable in the future.

Rudy taught us that by learning to prepare and read our financials they would tell us if our company was running efficiently or not. Rudy explained how to break down our cost of goods sold, analyze our profit margin, and decide where we could make improvements in our process just by looking at our financials. Rudy also helped us understand the correct way to price our product to maintain both a profit and a market share. In addition to acquiring the loan, our business has been positively impacted by working with Rudy in the past two years and that impact will last for the life of our business“.