Financial Health

We are your financial doctors

Growth and organizational transformation require immediate, reliable actions to preserve cash and improve value. We work with organizations to implement proven business process improvements, systems, and metrics to ensure financial health provides the foundation for success.

PowerSource Solutions has a structured, in-depth evaluation tool which we use to objectively evaluate the client’s CFO organizational health. Sure, we will look at financial statements and provide recommendations. We also look at your CFO’s role and impact in areas such as” strategic transactions, business strategy, financial planning and analysis, IT oversight, and risk management. We provide detailed evaluations in each area, with recommendations for improvement in areas deem weak or at-risk.

We are often engaged when an organization is experiencing weak or unacceptable financial performance, not surprisingly. We start with understanding cash flow and assets easily converted into cash in order to put a time frame around the health of the organization. We make recommendations to accelerate cash inflows and to reduce cash outflows based on our own experience. We once took a public company through a Chapter 11 process in 100 days, emerging successfully with no shareholder lawsuits and we are proud that the successor company remains in business 20 years later. We understand fixed and variable economic factors, and we assist you in bringing your financial results into a healthy balance.

We are not fund-raising brokers, and we do not accept fund-raising engagement. That being said, we have raised roughly $1B of public and private debt and equity. We will advise you on what needs to be done, assist in preparing fund-raising presentations and data rooms, and work with your team to obtain the funding required to execute your strategy.

Problem Solvers

We partner with clients to boost your ability to solve critical and existential issues. We work with you so your team solves the problem, making the new direction lasting and supported internally rather than a ‘smart idea’ from a consultant.

Rich experience

We have broad and deep experience, as out Australian friends like to say, we’ve been there and done that. Every engagement is unique. Our rich experience permits us to get through the process of identifying alternatives, selection, plans, and implementation faster and with less risk.


You will find the total project cost of engaging PowerSource affordable as we are not interested in charging hours – we get you to ‘problem-solved’ faster. We will consider ‘success-based’ fee structures as appropriate to ensure we are aligned with your goals.


We fully commit our team to make your needs our top priority. Our goal is to leave you delighted and eager to make our relationship strategic.


By the time you’ve engaged PowerSource, your need has already started to become urgent. We work fast and expect your team to collaborate so we solve the immediate issue while addressing the systemic process and system defects – in real-time.

Smart Techology

In many instances, your solution with require changes in your business process – potentially a transformative change. We believe smart cloud-based technology solutions must complement process change, while constantly seeking to enhance cybersecurity.
What clients say
I have know Bart both professionally and personally for over fifteen years. he is an experienced financial professional who has operated successfully in several challenging CFO roles. I have great respect for Bart's business and ethical judgment.
Jay Meriwether
Managing Director at Edgewood Advisors, LLC
Bart is a sophisticated financial executive and advisor, with an impressive breadth of experience not only in the financial arena but also in managing other operational areas for both start-up and established companies, public and private, both new technology and brick-and-mortar companies. Bart brings a unique blend of inside and outside perspectives to clients, and I have always valued his mature, measured and insightful judgment as his peer and colleague
Randy Segal
Randy Segal
Space and Satellite Technology and Transactional Attorney
Bart was the CFO at Aptara when I was the CIO there. I have enjoyed working with Bart for about 3 years on several projects. Besides being great at his Accounting and Finance domain, Bart is an excellent guide and mentor. He is happy to look at the problem from a holistic perspective and get involved in each area to fix it. His cool demeanor makes it easy for issue resolution between teams. He is well planned and organized on large Enterprise projects.
Manish Buttan
Manish Buttan
CEO at Artificial Machines

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