Robert Potter

About Robert Potter

Passionate and driven executive with over 30 years of leading M&A, business transformation,growth, and operational excellence across manufacturing, wholesale, distribution, and retail. I’veserved as CEO, COO, and CFO, leveraging strategic vision and innovative thinking to deliver over200% revenue growth. Whether challenged to navigate through a pandemic, lead M&A efforts, orscale for rapid growth, my approach has been consistent: I install the right people, processes, andsystems to create significant value.Specializing in financial and operations consulting, I excel in helping organizations craft andimplement bold strategies—transforming operations, establishing disciplined financial management,and supporting sales, marketing, and product teams in reaching their full potential. I believe thatgreat leadership, operational innovation, and sound financial discipline are the pillars of sustainablegrowth and long-term success. My focus is on empowering leaders, inspiring teams, and turningambitious visions into reality through strategic guidance, tailored consulting solutions, andcollaborative problem-solving.SIGNATURE STRENGTHS Finance & Accounting Leadership Systems Implementation M&A Strategy & Support Data Analysis & Reporting Operations Management Financial Planning & Analysis Risk Management & Compliance Business Process Optimization Capital Management & Funding Budgeting & Forecasting Team Building & Talent Development Internal Controls

Experience

1. Fractional Chief Financial Officer

   CFO Selections

   Oct 2023 — Present · Portland, OR, US

   Provide financial stewardship to multiple clients focused on M&A strategy, financial leadership, andexecutive decision-making.AEROSPACE ENGINEERING AND MANUFACTURING COMPANY:Led a comprehensive financial and operational assessment, identifying material findings and strategic recommendations that improved transaction readiness and executive decision-making. Prepared transaction-ready materials including Adjusted EBITDA schedules, profitability forecasts, and supporting sale documentation. M&A Strategy: Advised ownership through multiple strategic discussions related to operations, growth strategy, and transaction positioning. Financial Transformation: Re-engineered accounting treatment for long-term projects, correctingcash-basis distortions that were materially inflating tax exposure. Internal Controls: Strengthened internal controls; designed treasury structure; reduced financial risk;improved governance. Valuation: Designed and implemented the organization’s first detailed project-level profitabilityreporting to support valuation, margin optimization, and investor transparency.MEDICAL DEVICES COMPANY:Engaged to prepare company accounting and financial systems for a formal sale process. M&A Execution & Sale Process: Led seller-side Quality of Earnings (QoE) analyses, driving asubstantial increase in enterprise value; managed working capital and cash positioning to ensurereadiness for sale close. Financial Planning & Integration: Developed the first-ever operating budgets for both companies; partnered with the new owner to integrate budgets into the combined post-acquisition entity. Financial Reporting Structure: Designed and implemented enhanced financial reporting, dashboards, and performance metrics; strategically redistributed significant cash from company accounts to the owner to mitigate financial exposure.

Education

• Humboldt State University

  BA, German

• Humboldt State University

  BA, French

• University of Oregon Lundquist College of Business

  MBA, Accounting