Representative Stalley Associates Client Assignments

Internet Online Sales Training Company
Assisting Company in obtaining equity financing through private placement.

Manufacturer and Marketer of High-End Digital Cameras
Assisted CEO in development of strategic planning process and preparation of plan for potential investors. Included in growth strategy was developing course of action for merging operations with European partner. Continuing to advise CEO on general corporate matters.

Manufacturer of Biodegradable Starch Plastics Products
Assisted CEO in development of strategic planning process and preparation of plan. Serving in various interim general and financial management capacities. Arranged bank credit line and lease financing. Assisted in the selection of outside auditors. Appointed to Board of Directors.

Manufacturer of Testing and Simulation Systems
Assisted division in preparing business plan for expansion of activities into new directions including potential partnering and joint ventures. Conducted research study into potential of the various segments of the industry to determine which segment provided the greatest potential and would provide maximum return to shareholders.

Fitness and Health Club Chain
Assisted CEO in preparation of financial projections and strategic business plan for private placement. Wrote private placement memorandum and prepared related documents and filings. Worked with venture capital firms, investment bankers and commercial bankers in securing $6.3 million equity investment and $4 million in bank financing. Assisted CEO in Board and Shareholder meetings including serving as Acting Assistant Secretary. Organized and scheduled Board of Directors and Shareholder meetings; keeping minutes of meetings and maintaining shareholder records. Served as liaison with outside legal counsel for financing transactions, trademark protection and other general corporate matters.

Property Management and Development Company
Counseled CEO and senior management team through the company's first formal strategic business plan implementation process. Led team in identifying needs, selecting priorities, assigning execution responsibilities and establishing time schedules. Designed plan report for Board of Directors. Subsequently, conducted market research study for the company's Board of Directors to determine potential opportunities in the affordable housing market.

Minority Owned Assembly and Fabricating Company
Assisted owner in getting company on firm financial base for future expansion including obtaining new long term debt and equity investment. Restructured equity ownership. Organized Advisory Board of Directors and Technical Advisory Board. Served as Chair of Advisory Board and as Acting Chief Financial Officer.

Consortium of Minnesota Local Govermental Units
Conducted market research study of 19 client cities, 26 non-client cities and 14 consultants (210 personal contact visits). Determined current and planned management information needs for all cities. Developed recommendations for Executive Committee regarding future strategies for expansion including products and related services to be offered.

Computer Software (PC and Mainframe) Company
Developed business plan and prepared financial data for due diligence meetings for public offering. Served as Chief Financial Officer and Acting Chief Operating Officer (contract basis). Established strategic alliances with software marketing organizations.