Rick Schreiber

Background

About Rick Schreiber

PROFILE SUMMARY:30+ years of experience in business consulting, investment banking/M&A, public accounting, and executive leadership (including fractional CFO, CGO, and CEO roles). Specialized in sell-side advisory, finance & accounting, strategy, profit improvement, value creation, due diligence, business brokering, restructuring, valuation, assurance, M&A, IPOs, private equity, board leadership, digital transformation, supply chain optimization, and process improvement. Client experience spans startups to multinational corporations across industries including manufacturing, distribution, retail, franchising, technology, healthcare, real estate, dealerships, and construction.PROFESSIONAL EXPERIENCE:• President, ATA Capital (investment bank): Lead buy-side and sell-side business brokerage and M&A advisory for the lower middle market. • National Advisory Practice Leader, ATA (accounting/consulting firm w/15 offices): Oversee 10 practice areas, with direct responsibility & client delivery in:> Transaction Advisory - M&A, due diligence, restructuring, valuation, and exit planning.> Growth Advisory - strategy, sales acceleration, value creation, and digital transformation.> CFO Advisory - fractional CFO roles, profitability improvement, and financial modeling.• Partner, BDO (13 years): Audit & Advisory Partner, National Leader-Manufacturing & Distribution, National Co-Leader-Digital Transformation, SE Regional Leader-Retail, and Managing Partner-Memphis. Helped successfully build the BDO Nashville office from start-up to thriving practice.• Senior Manager, PwC (10 years): Audit & Advisory services, serving clients across multiple markets: Indianapolis, San Jose, Philadelphia, & Charlotte. ACHIEVEMENTS:• Recognized as a "Top 10 Inspiring Leader 2025"• Recognized as a "Top 10 Best Leader to Watch 2024"• Recognized as a "Top 20 Most Dynamic Business Leader 2023"• Author of "BUSINESS GROWTH: Top 50 Proven Ways to Grow Your Small or Midsize Business"• Quoted in publications such as WSJ, Chief Executive, and Industry Week• Founder, Institute of Business Advisors (IBA)• Founder, Executive CFO Roundtable (50+ CFOs)CERTIFICATIONS & EXPERTISE:• CPA | Value Growth Advisor | Exit Planning Advisor | Corporate Growth Advisor | M&A Professional | Private Equity Advisor | Lean Six Sigma | Fractional CFO & CGO (10+ companies)• Equipped to drive sales, EBITDA, enterprise value, and successful exits.BOARD MEMBERSHIPS: see OrganizationsPERSONAL NOTE: Founder, Bible IQ Builder by Trade, Kingdom Builder by Heart"