IAN MITCHELL, CPA, CA, CITP

Additional Information

  • A hands-on operational and corporate finance executive, working with Owners, CEO's, Presidents and CFO's of medium and large private enterprises and other HIgh Net Worth individuals
  • A problem solver who provides thoughfully decisive, objective conclusions in a straight forward manner by blending experience and intuition with concrete analysis



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ongoing assignments

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C.F.O. Greenbridge Foodservice Inc. Feb. 2016 - Present

GREENBRIDGE FOODSERVICE INC. IS A SALES AND MARKETING ORGANIZATION WORKING WITH INDEPENDENT FOODSERVICE DISTRIBUTOR PARTNERS TO SUPPORT AND PROMOTE NATIONAL BRANDS TO INDEPENDENT OPERATORS

  • Provide strategic direction to the company from an organizational, financial and technology perspective
  • Coordinate the development of custom software to increase accuracy and security of critical corporate functions
  • introduce key internal control and measurement processes


C.F.O. Mercedes Corp. Feb. 2016 - Present

MERCEDES CORP IS A PRIVATELY CONTROLLED GROUP OF COMPANIES ENGAGED IN PROPERTY MANAGEMENT AND DEVELOPMENT IN ST. JACOBS, ONTARIO

  • Performed valuations and created a divestiture plan for the company's various real estate and operating business assets
  • Guided the company through the complex sale of the St. Jacobs Farmers' Market and adjoining properties in April, 2018 including negotiation of the deal components and structure
  • Structured shareholder distributions to optimize after-tax proceeds to individual shareholders
  •  Continuing work to sell remaining properties and eliminate ongoing operating overhead

C.F.O. Overlap Associates Aug. 2019 - Present

OVERLAP ASSOCIATES IS A PRIVATELY OWNED CONSULTING / DESIGN ORGANIZATION FOCUSSED ON HUMAN CENTERED DESIGN

  • Instituted a robust budget process through the creation of operating departments
  • Working with operation leaders to create a detailed understanding of capacity planning and allocation

Personal C.F.O. High Net Worth Individual Jan. 2015 - Present

  • Perform due diligence on investment opportunities
  • Coordinate investments to meet overall risk targets
  • Administer private foundation affairs

RECENT ASSIGNMENTS

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STRATEGIC ADVISOR The Stone Crock July - Dec. 2018

THE STONE CROCK INC. IS A FAMILY OWNED MULTI FACETED BUSINESS OPERATING IN BOTH THE RESTAURANT AND REAL ESTATE SECTORS

  • Acted a the strategic advisor to  assist with the sale of the company, including valuation, tax structuring and legal documentation of the deal.

STRATEGIC REVIEW Consumer Packaged Goods July 2018

THIS ORGANIZATION IS A FAMILY OWNED CONSUMER PRODUCTS COMPANY SEEKING WAYS TO GROW 

  • During this assignment, I was asked to provide strategic options that would consider diverging family interests in a business with potential to grow yet under financial constraints.

INTERIM C.F.O. Biotechnology Dec. 2015 - May, 2016

A SIX MONTH ASSIGNMENT WORKING WITH A RELATIVELY NEW START UP

  • Installed a strategic planning framework
  • Secured a new banking relationship
  • Mentored the controller and initiated accounting controls

INTERIM C.F.O. Industrial Distribution Feb. 2015 - Aug. 2016

A SEVEN MONTH ASSIGNMENT FOCUSSED ON MAINTAINING AND IMPROVING PROCESSES AND CONDUCTING A SEARCH FOR A PERMANENT CFO

  • Concluded a new financing package with primary lender and floor plan finance provider
  • Mitigated currency exposure through the use of hedging strategies