FOUNDATION
  • Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
HEALTH
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
GROWTH
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
VALUE
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple
MEET OUR SHERPA

Forest Bookman

  • Area President
  • Northeast Ohio

Forest has built his career managing, developing, and leading various business enterprises. He finds joy in helping business owners find balance in their personal and professional contributions to industry and society. With over 20 years of experience in sales and marketing, operational excellence, financial control and human capital investment, he formed his knowledge base. Forest has interest in strategic and succession planning and provides corporations with a concise road map to alleviate the inherent stress of business ownership. He has been involved in several merger, acquisition, and divestiture transactions. He has extensive knowledge in family business enterprise. Forest leads with an entrepreneurial spirit incorporating cultural awareness.

Before FocusCFO

Forest has previously held positions as COO, VP Operations, GM and President/CEO. Recently, Forest ran a large format printing operation that produced and fulfilled promotional marketing and merchandising displays for fortune 500 companies. Additionally, he spent time managing operations at wealth management firms and manufacturing enterprises applying best practices to enhance corporate harmony and profitable results. Forest is a graduate of Colorado State University where he studied economics. He holds a certificate of management from Case Weatherhead School of Business and contributed over 10 years in the Cleveland chapter of Entrepreneurs Organization including forum moderator.

    Other Interests

    • Favorite activities:  Playing board games with wife and three children, family road trips, hockey
    • Favorite vacation:  Bareboat charter in the BVI
    • Favorite thing about being with FocusCFO:  The opportunity to collaborate with business owners seeking various degrees of excellence and professional satisfaction

What attracted you
to FocusCFO?

All business owners will inevitably face succession planning. Being part of the development, implementation and execution of the business financial strategy that helps provide a smooth and equitable transition to the community, employees and shareholders is very gratifying. I joined FocusCFO to be a resource to business owners that understand their organization is defined by those who surround them.

Curated insights by Forest Bookman

CONTACT

Get in touch with Forest