Robert (Bob) Gruhl
Bob has extensive financial, operational, and consulting experience in insurance and financial services. He is the founder of SFC Consulting LLC, a firm he established to provide strategic and financial advisory services to business owners and senior management.Typically, these businesses are in transition: start-ups, organizations positioning themselves for the next growth stage, businesses re-focusing their business strategies, and those in need of an exit strategy.
His areas of expertise include:
-M&A Advisory Services including:
-Assessing the financial impact and organic growth versus growth through acquisitions
-Identifying sources of funding for growth or acquisitions
-Managing the acquisition and due diligence process including the capital providers
-Establishing and the management of three captive insurance companies
Financial Analysis and Planning
-Revenue and profitability analysis of current operations
-Creating a custom financial model for a company
Corporate Governance and Perpetuation Planning
-Reviewing corporate structure and formalizing a perpetuation plan for the company
-Creating a long-term compensation plan for key employee(s)
Bob has an extensive network of contacts in the accounting, tax, valuation, funding, and IT areas that SFC accesses as needed.
Bob’s previous consulting experience includes being a managing principal at a Boston-based consulting firm and a national consulting firm, both serving the insurance industry. These businesses provided advisory services to CEOs of companies in the areas of strategy, financial planning, acquisitions, capital sourcing, and finding strategic partners to support future growth. Most recently, Bob’s management experience includes being the CFO of a large, respected aggregator: a membership organization of small to medium size property-casualty insurance agencies. As CFO he was responsible for financial reporting, cash management, banking and creditor relationships, and external audit. Bob was instrumental in managing several re-capitalizations to support current operations and future growth. Earlier, Bob was CFO of a Fortune 500 company and served on a number of subsidiary boards of directors.
Bob has extensive financial, operational, and consulting experience in insurance and financial services. He is the founder of SFC Consulting LLC, a firm he established to provide strategic and financial advisory services to business owners and senior management.Typically, these businesses are in transition: start-ups, organizations positioning themselves for the next growth stage, businesses re-focusing their business strategies, and those in need of an exit strategy.
His areas of expertise include:
-M&A Advisory Services including:
-Assessing the financial impact and organic growth versus growth through acquisitions
-Identifying sources of funding for growth or acquisitions
-Managing the acquisition and due diligence process including the capital providers
-Establishing and the management of three captive insurance companies
Financial Analysis and Planning
-Revenue and profitability analysis of current operations
-Creating a custom financial model for a company
Corporate Governance and Perpetuation Planning
-Reviewing corporate structure and formalizing a perpetuation plan for the company
-Creating a long-term compensation plan for key employee(s)
Bob has an extensive network of contacts in the accounting, tax, valuation, funding, and IT areas that SFC accesses as needed.
Bob’s previous consulting experience includes being a managing principal at a Boston-based consulting firm and a national consulting firm, both serving the insurance industry. These businesses provided advisory services to CEOs of companies in the areas of strategy, financial planning, acquisitions, capital sourcing, and finding strategic partners to support future growth. Most recently, Bob’s management experience includes being the CFO of a large, respected aggregator: a membership organization of small to medium size property-casualty insurance agencies. As CFO he was responsible for financial reporting, cash management, banking and creditor relationships, and external audit. Bob was instrumental in managing several re-capitalizations to support current operations and future growth. Earlier, Bob was CFO of a Fortune 500 company and served on a number of subsidiary boards of directors.
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