Redtail Advisors Welcomes Dr. Paul Wendee as Principal Addition to Team

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Dr. Wendee brings significant experience and expertise in value driver theory and investment banking to exit planning and value creation consulting firm.

Dr. Paul Wendee

Dr. Paul Wendee

I believe we have the tools and abilities that are superior to many consulting companies

Dr. Paul Wendee has agreed to join Redtail Advisors, a business consultancy, as a principal member of the management team. He brings extensive business and consulting experience to the team. Paul is a member of the National Association for Business Economics (NABE) and the International Business Brokers Association, Inc. (IBBA); and is a past member of the Direct Investment and Membership Committees of the Securities Industry Association (SIA). He is a Certified Financial Planner (CFP™) and a Certified Business Intermediary.

In the past Dr. Wendee was the President and majority owner of South Lake Avenue Securities Corporation, an investment banking, management consulting, mergers & acquisitions (M&A), business appraisal, investment management firm and FINRA registered broker-dealer headquartered in Pasadena, California. Paul was also the founding project manager and the Vice President of Administration of Evergreen Realty REIT, Inc. and was Director of Equity Research for Skye Investment Advisors, LLC, where he was responsible for fundamental equity analysis, research and valuation.

Dr. Wendee has written investment related articles for the Tucson Citizen and been quoted in numerous publications including The Wall Street Journal, USA Today, The San Diego Union Tribune, The Wall Street Transcript, Buyside Magazine, and Wall Street Research Magazine. Paul earned his Doctor of Business Administration (DBA) degree from the University of Phoenix. He created a new theory in finance and wrote his doctoral dissertation entitled, A Theory of Value Drivers: A Grounded Theory Study, on the new theory.

“Redtail Advisors is very fortunate to attract an individual like Paul to our team,” stated Jay Goth, founder of the company. “When we met recently at an investment conference and compared notes, we found a great deal of similarities in our view of the current economic cycle, business value creation, and the need for business owners to get an outside perspective of their operations. When Paul learned that we were focusing our consultancy on building value in companies in preparation for executing exit plans, he got pretty excited.”

“I have known for some time that business owners are too busy managing their day to day business to be able to step back and take an objective look at their operations,” said Dr. Wendee. “The approach Redtail Advisors takes to measuring performance through their ‘Value Creation Insights©’ tools – as well as their implementation and analysis ‘Execution Roadmap’ – fits perfectly with my theory of value drivers. I believe we have tools and abilities that are superior to those of many other consulting companies, including the big boys.”

Redtail Advisors has recently launched a video entitled “Building Business Value” that discusses the need for companies to define, measure and fortify the key value drivers in their business model. While the video was produced specifically to address the needs of business owners thinking about transitioning out of their company, the benefits of building value inure immediately. As baby boomers near retirement age, those that own a business are beginning to consider their retirement options, whether it’s a sale of the company, a transfer to managers or employees, or a family succession.

Jim Oliver, the Value Creation Strategist for Redtail Advisors, has created a unique profitability improvement and value creation management tool that integrates strategy, operations and financial management into one comprehensive package. Redtail Advisors combines this business analysis with a proprietary Execution Roadmap© that is used to help clients identify specific actions that need to be taken to drive the strategies, tactics and operations that can create additional value in the company.

“I have worked with Fortune 100 business units as CFO, and I have never seen any management tool that is even close to this,” stated Mr. Oliver. “When I read Paul’s thesis on Value Driver Theory, I knew that we had a lot in common. The key to any strategy lies in the execution, and we have created an accountability and measurement tool that can motivate managers by clearly defining areas of strength and weakness, and then setting out specific tactics and performance milestones that can help them get to where they need to be.”

In addition to working with Redtail Advisors, Paul is the Managing Director of Paul M. Wendee & Associates, LLC, an investment banking, private equity, and management consulting firm. The firm is also an investment adviser registered with the State of California. In addition to investment banking and management consulting, the firm’s previous consulting activities have included fundamental equity analysis and research, quantitative research, convertible securities research and analysis, technical research, investment management, due diligence and valuation services to securities broker/dealers, hedge funds, money managers and investment banking firms.

About Redtail Advisors
Redtail Advisors is a business and exit planning advisory group located in Southern California, with associates located nationally. The company focuses on helping companies prepare for ownership transitions with an emphasis on establishing and building value within the business. Redtail Advisors works in conjunction with recognized accountants, attorneys, wealth managers, insurance advisors, investment bankers and other trusted advisors to form a dedicated team approach to creating and executing business exit plans that maximize returns to business owners while reducing uncertainty and risks associated with such a process. For more information, visit http://www.redtailadvisors.com.

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