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Rick Disney
Rick Disney
Strategic Partner
Education & Qualifications
Bachelor of Science, Accounting, Northern Illinois University
Certified Public Accountant
Membership & Community
American Institute of Certified Public Accountants
Rick Disney
Strategic Partner

Rick has more than 30 years of experience as a financial executive, auditor, consultant and entrepreneur. He has served as partner at an international public accounting firm and a national financial executive services firm, as well as CFO of multiple middle market growth companies.

Currently, Rick is an advisor to CEOs and owners of companies in the areas of strategy, information systems, acquisitions and accounting practices. He helps clients with a variety of needs including process improvement, working capital enhancement, capital raising and advice, debt renegotiations and due diligence for acquisition opportunities.

Representative Engagements
Chief Financial Officer - Manufacturing

of a $130 million manufacturer of household goods. Disney was engaged on an interim basis to replace its CFO and to manage the sale of a significant portion of the company’s business.  Due to the pandemic, the sale process collapsed, and he was hired full time. During his tenure, he managed the redemption of $20 million of senior liabilities at a substantial discount and secured a $4.7 million Paycheck Protection Program loan, 100% of which was ultimately forgiven. He also hired (and upgraded) senior people in the departments he managed:  Corporate Controller, Director of IT and FP&A Manager.

Strategic Advisor - Manufacturing

Assist private equity firm in acquisition of $40 million manufacturer of interiors for recreational vehicles. The target company only prepared quarterly financial statements the acquirer intended to finance the acquisition using significant bank and mezzanine debt. Disney performed the initial due diligence and managed the outside service providers including the firm performing the quality of earnings report. After the acquisition was completed, he acted as interim chief financial officer and put in place financial reporting processes to meet the needs of the owner and the requirements of the outside financing sources.


Strategic Advisor - Retail

$70 million for-profit thrift store operator engaged an investment banking firm to find growth capital. The company had little in the way of internal finance and accounting resources. Disney was engaged to provide financial leadership through the sale process. The project required consolidating the financial reporting of ten separate entities that used multiple accounting systems for presentation to private equity groups. Then, he managed the due diligence process conducted by Big Four due diligence teams representing the four private equity firms evaluating the investment.

Chief Financial Officer and Treasurer

of a $325 million multi-state convenience store, quick serve restaurant and truck stop operator. Managed all accounting, treasury, insurance and retirement plan functions; implemented new financial and accounting systems and integrated them with store systems at over 40 remote locations; implemented a new cash concentration and management system that substantially accelerated cash movement from remote locations to the corporate office, reducing debt levels and interest costs; and managed all financial issues related to the sale of over $80 million in operating assets in multiple transactions, maximizing the return to the owners on the sale of this 76-year-old company.

Chief Financial Officer and Treasurer

of VC-funded startup media company. Completed $5 million equity offering, and rebuilt accounting processes and systems to prepare for a rapid ramp-up into new geographic markets. Managed all administrative and human resource functions.