Ryan Katz
CEO, Goal Financial
San Diego, California
"As many serious external
changes such as legislative environment and credit
risk were exerting negative pressure on every
player in our industry our company had to respond
by “re-structuring” some of our operations.
Michael was able to align a comprehensive action
plan that above all was consistent with our values.
We believed that while some would be losing their
jobs and jobs would be changing we had a set
of core beliefs around respect for the individual
whether leaving our organization or not. Michael
put a plan together that addressed all stakeholders;
he planned and modeled the logistics and financial
aspects of the re-structure, the risk assessment,
and assisted us with the “new” organizational
structure. He led a team of internal and external
professionals to flawless execution. While this
type of business activity is relatively common
it is never easy and Michael’s vast experience,
custom approach, and leadership were invaluable
to us getting back on track toward growth in
a still tough environment."
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