“The ROI of using FocusCFO has been 10X. It really is the most valuable tool you can use as a business owner.”
– William Kerry, Owner, Kerry Brothers Truck Repair
The Situation
William Kerry purchased his family's truck repair company in 2015, drawn to the quality of its small team and the opportunity to grow. After a decade of consistent ~30% annual growth, Kerry wanted to accelerate, and after hearing about fractional CFOs at an Entrepreneurs' Organization meeting, he reached out to FocusCFO. Area President Lesli Matukaitis connected him with Susan Deeb, a CFO with more than 35 years of experience in finance, operations, and family business.
What We Did
As a strategic partner embedded in Kerry Brothers' leadership, their FocusCFO CFO:
- Shaped the company's overall growth structure and expansion strategy
- Informed customer relations policies and communications strategy
- Guided implementation of EOS processes and procedures
- Led M&A due diligence, financial analytics, and CPA coordination as the company pursued acquisitions
The Result
In the 18 months following Susan Deeb's engagement, Kerry grew his team from 20 to 70 employees. The company's consistent annual growth continued — backed, for the first time, by strategic financial leadership.
"Susan has not only been a tremendous resource on the financial side but really just a mentor for everything I do as a business owner. I can't say strongly enough that she is a critical member of our team."
— William Kerry, Owner, Kerry Brothers Truck Repair
