OUR TEAM

Roland Gilbert

DIRECTOR OF SALES & BUSINESS DEVELOPMENT
Throughout Roland Gilbert’s life, he has been fascinated by people and what makes them tick. An interest in psychology and extensive studies in business practice led him to get his degrees from UCLA & Pepperdine. Now, with over 20 years of sales and management experience, Roland has a deep knowledge of processes and motivational techniques to allow him to meet personal challenges and help others meet theirs.

Roland’s mission is to coach individuals for intentional, authentic living. This mission is accomplished through personalized coaching, workshops, speaking, writing, and just plain ol’ hands-on sweat equity! For over 15 years, Roland has trained leaders and helped people grow using insights from his certifications with Dale Carnegie & Associates Training and the International Federation of Coaching (ICF). He has experience working with large defense contractors, manufacturing & healthcare corporations, and hundreds of individuals & groups, and utilizes his diverse background to can help clients effectively address all aspects of life.

Roland is an active ministry worker of his church, and mentor to youth through the 100 Black Men of Orange County. He has three adult children, Asanti, Roland Jr and Mr. Ahmad.

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Valuation Planning

Blueprint CFO will work with executive leadership to determine shareholder value, and run various models to determine estimated company valuation. Together, we will determine milestone objectives to increase shareholder value and track company performance in relation to these targets. We will review your company’s organic and acquisition growth options to create shareholder value, and emphasize tax planning to optimize shareholder value upon a sale or purchase. We can also focus on Initial Public Offering (IPO) Planning and Readiness.

Analytics & Business Intelligence

We believe that being data-driven is key to profitability. As such, we can help you create meaningful dashboards and scorecards for your business, analyzing performance against key performance indicators and other factors. Our profitability reporting and analysis tools will help drive business decision-making and provide insights into trends, predictions, results, and potential strategic direction moving forward.

Goal Setting & Tracking

Our team can partner with company leadership to establish goals and objectives for the company, for both the short and long term. Additionally, we will help leaders develop meaningful Key Performance Indicators (KPIs) to track and measure results.

Insurance & Tax Planning

Blueprint CFO can work with businesses to review insurance needs and requirements, as well as plan for taxes and R&D credits.

Human Resources

We can assist your HR department with employee benefits planning, and can also perform compensation studies to ensure best practices are implemented across the business.

Accounting & Finance Support

Whether you have an internal team in place or need more hands-on assistance, Blueprint CFO can oversee and advise your accounting and finance department. From preparing general ledger transaction entries to completing month-end closes, forecasting to crafting financial statements, developing customized reporting packages to implementing more effective software, Blueprint CFO can bring you everything from a supportive junior or senior accounting team, all the way to high-level strategic CFO consulting.

Mergers & Acquisitions

Blueprint CFO can partner with company leadership to improve strategic business plans and assist with the development of organizational growth strategy. We can also create financial reporting packages and proformas for capital raises, investments, acquisitions and/or banking requirements, and provide due diligence on company-focused deals.

Financial Planning

We can prepare, create and/or review financial statements. This includes providing trend analysis, developing cash flow projections, and tracking operational and financial performance, with insight into budget and forecast variances.

Banking Services

Our team can help your company to establish high-level banking relationships, and offer expert advice and support when it comes to sourcing bank loans, etc. Additionally, we can review and determine the optimal capital structure for refinancing or a liquidity event.

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