Jeffrey Garon (Jeff)
Las Vegas, United States
Founding Principal at Clear Vision Advisors | Strategic Advisor to CFOs, CEOs & Boards | Capital Raising | M&A | Business Strategy & Financial Solutions
Summary
I have been a contributing member of executive teams, managing various business models and their respective assets from start-up through IPO and other exits. I have worn many hats, including Founder, Managing General Partner, Managing Director, CEO, CFO, COO, and Chief Strategy Officer. I have worked with teams in Crypto/Blockchain, Semiconductors, Software, Hardware, B2B, B2C, SaaS, PaaS, Consumer Products, Cannabis Banking, Manufacturing and Financial Services. As both an insider and service provider. I have led fundraising and capital markets processes including, IPOs, PIPES, Reverse Mergers, M&A, VC, Institutional, Convertible and Private Debt. Utilizing his strong operational skillset, I collaborate with teams across multiple corporate functions to implement financial reporting, KPI development, strategic planning, SEC, SOX, and AML/BSA/KYC compliance programs. I have managed international teams installing manufacturing and operational systems in Israel, Mexico, China, Taiwan, and the US. More than anything I have a passion for mentoring management and other team members. I have coached and supported system implementations through leadership, transparency, and partnership. By utilizing metrics, and detailed reporting, my teams' efforts have helped drive execution, align costs, reduce burn where appropriate, improve cash flow, and generate revenue and bottom-line profits for stakeholders. -> Results-driven entrepreneurial executive with diverse experience in management, managerial finance, analysis, forecasting, strategic planning, financial reporting, cost accounting, GAAP/IFRS, budgeting and operations. -> Fund Raising - Successfully driven fund raising activities including IPOs, convertible and structured debt, Venture Capital and private investors. -> Experienced Leader and Team Builder with a focus on goal oriented operational achievement. -> Analytical Skills for rapidly analyzing existing situations, developing action plans and implementing strategies, installing systems, processes and technologies to improve productivity, efficiency and bottom line results. -> Proven track record responsible for setting organizational direction and driving bottom line results.
Founding Principal
Clear Vision Advisors
1 Sept 2008 - Present
17yrs 11mos
Las Vegas, Nevada
Our team has walked in our clients shoes. This depth of experience provides our clients with our unique and valuable perspective to helping clients achieve their goals. With applicable operating history in industries including: Banking, FinTech, Crypto / Blockchain, Cannabis, Semiconductors, Construction, Manufacturing, Healthcare, and Professional Service firms. We provide start-ups, emerging growth, private and public companies nationwide with tailored strategic solutions ranging from business planning, funding strategy and investor preparation, banking, debt, equity and other relevant advisory services. We have decades of domain expertise in guiding IPO, PIPES, Reverse Mergers, M&A, VC, Institutional and Private Debt. At Clear Vision Advisors, we provide your company with optimized support, templates and tools to enable your team achieve its goals. Communication and collaboration are paramount. We pride ourselves on our personalized service, attention to detail and unparalleled guidance. Our trusted advisory team leverages extensive operating experience across a wide range of industries and custom-fits our solutions to meet our clients’ unique situations. With our efficient solutions in place, focus is shifted back to what matters most: running your business. Services Include - Strategic & Execution Planning Financial Planning - Development and Advisory Mergers & Acquisitions (M&A - Buy and Sell Side Advisory) Due Diligence Equity & Debt Financing Profitability Analysis & Improvement Right-sizing & Burn-rate Management Business Modeling Board of Directors / SEC / SOC / SPAC / IPO Support Investor Relations Advisory Reorganizations and Restructuring Orderly Wind-down, Liquidation and Bankruptcy Support Executive Coaching & Mentoring Team Development Board Development and Strategic Support
Strategic Services Practice Lead
Wolf & Company, P.C.
1 Apr 2023 - 30 Sept 2024
1yr 5mos
Las Vegas, Nevada, United States
Wolf’s seasoned professionals work with businesses of all stages to address financial, operational, and technological challenges—providing innovative solutions and guidance to improve security frameworks, achieve fiscal objectives and enhance stakeholder value. Our Strategic Service Team (SST) focuses on your Team, Technology and Market Opportunity. Our seasoned operating team has walked in our clients shoes. This depth of experience provides our clients with our unique and valuable perspective to helping clients achieve their goals. With applicable operating history in industries including: Banking, FinTech, Crypto / Blockchain, Cannabis, Semiconductors, Construction, Manufacturing, Healthcare, and Professional Service firms. We provide start-ups, emerging growth, private and public companies nationwide with tailored strategic solutions ranging from business planning, funding strategy and investor preparation, banking, debt, equity and other relevant advisory services. We have decades of domain expertise in guiding IPO, PIPES, Reverse Mergers, M&A, VC, Institutional and Private Debt. At Wolf, we provide your company with optimized support, templates and tools to enable your team achieve its goals. Communication and collaboration are paramount. We pride ourselves on our personalized service, attention to detail and unparalleled guidance. Our trusted advisory team leverages extensive operating experience across a wide range of industries and custom-fits our solutions to meet our clients’ unique situations. Services Include - Interim & Virtual CFO Banking Relations & Compliance Business Structure Analysis Financial Planning, Development & Advisory Mergers & Acquisitions Due Diligence Equity & Debt Financing Profitability Analysis & Improvement Cash Management Business Modeling BoD / SEC / SOX / SPAC / IPO Support Restructuring & Bankruptcy Support Executive Coaching
CFO / COO / CSO, Secretary, Treasurer and Board Member
Coin Cloud
1 Sept 2019 - 31 Dec 2022
3yrs 3mos
Las Vegas, Nevada, United States
Cash Cloud Inc. dba Coin Cloud is the world’s largest network of two-way Digital Currency Machines (DCMs). We provide the easiest way to buy and sell Bitcoin and over 40 other digital assets. With a mission of Bringing Digital Currency to All™, Coin Cloud makes vital financial services accessible to everyone, including the unbanked. • Responsible for FP&A, Accounting, Treasury, Cash Planning & Logistics, Business Operations, HR, Information Systems (IT & EIS), Private Client Desk (OTC), Treasury, Legal, and Compliance • Established policies and procedures including AML/BSA/MSB, Regulations in 47 states, and Money Transmitter Licenses (MTL & NMLS) • Advised on all aspect’s organizational development; headcount scaled from 50 to 150+ in 3 years • Raised un-secured debt $100M, lease $3.5M, exchange revolver $8M, and bank financing $2M • Completed first financial audits for 2019, 2020, and PCAOB 2021; achieved clean opinions • Conducted daily trading of cryptocurrency (Bitcoin, Ether & 40+ tokens) and tracking of DeFi programs • Developed and implemented Strategic Plans on a rolling 18-month basis yielding budgets and KPIs • Expanded and directed international development into Brazil and Puerto Rico • Implemented NetSuite, Data Warehouse, KPI development, and measurement systems • Supervised Host Operations and fleet growth of two-way crypto kiosks from ~370 to 7,200+ • Managed 13-week cash flow, analyzed financial strengths, and implemented logistics programs
Show all 15 experiences
Similar People
Discover professionals with a similar profile — sign in to view.