Goal Financial

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.”