Our team aligns with yours to implement change that makes your business stronger, more resilient, and more profitable. We are grounded in two core principles: to support companies and to exceed expectations. As professionals with a range of C-suite and Senior-level experience, our team has broad and proven skills as advisors, leaders, and owners. At RVR, our client relationships are authentic and enthusiastic, and every employee is bound by a commitment to improve businesses with tailored guidance, strategic action, and intuitive adaptability.

Joe

Joe Raymond

Founder and Managing Partner

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Joe has successfully facilitated the launch, growth, and exit of 100s of companies. Over many decades, he has helped businesses solve their most pressing challenges, accelerating their growth and maximizing their exit value.

In 1986, Joe founded and grew the Transworld Services Group staffing company to over $45 million in 10 years. By 1994, the company was among Inc. Magazine’s fastest-growing, privately-held companies. Looking forward, Joe facilitated the business’ ISO 9002 certification, securing a standard of prestigious, international quality, and sold the company at a significant market premium ten years later. Soon after, Joe became President and 50% owner of ASG, a $3.5 million construction staffing company, building it into a $150 million business with 30 offices in five years. In 2007, ASG was sold to a publicly traded company, again at a market premium.

In the community, Joe sits on various advisory boards, and is the Founder and Chairman of the Conductive Education Center of Orlando (CECO), a non-profit center for children and adults with motor disabilities.

Drew

Drew Bernstein

Senior Director

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Drew ​helps companies spur growth and development. Although specialized in operational management and acquisition integration, Drew has also created and implemented new business strategies and devised and managed financial controls.

Drew has a successful record of helping businesses identify major obstacles and delivering strategic solutions that ensure designated initiatives are achieved. His career highlights include leading the acquisition and integration of 150+ converted retail locations, eventually rolling four companies into one in a period of 24 months, resulting in 200% store growth. Outside of retail, he has worked on large scale nationwide integrations in the PEO industry.

Bob

Bob Closs

Senior Consultant

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Bob is a Senior Consultant with extensive experience in general management, finance, and operations. He has demonstrated success in both established and transitional businesses across multiple industries. His ability to develop sustainable business relationships with a focus on customer experiences results in revenue growth and satisfaction, both of which are enhanced by his capacity to deliver strategic direction and effective organizational changes.

Kurt

Kurt Wells

Senior Consultant

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Kurt is a dynamic, action-oriented leader who inspires others toward positive change. He brings over 18 years of experience in operations, business development, and executive management.

His extensive and in depth background with an array of diverse industries has allows him insight into assisting companies development towards driving productivity and profitability by utilizing enhanced technologies, workforce optimization, and business process solutions.

Holly

Holly Erlichman

Senior Consultant

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Holly provides a unique ability to understand how various areas of businesses intersect for optimum success and positive financial outcomes. With 20 years of experience, she has directly led to the creation and success of startup divisions, closing deals that brought in millions to her employers. Holly’s background spans a range of departments, including sales, marketing, partnerships, operations, recruitment, implementation, and technology.

Cheryle

Cheryle Frye

Senior Financial Consultant

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Cheryle is a Senior Financial Consultant with 25+ years of experience in financial and operational management for small to mid-size businesses. She has worked with both service and product-based operations in manufacturing through retail distribution systems, specializing in streamlining accounting functions to make jobs easier and information quicker and more accurate for management. Cheryle spent six years in whole auto auctions participating in rapid acquisition-based expansions. She spent the next decade in operations at a food manufacturing and wholesale company before joining an investment banking organization leading up to its acquisition by a major investment banking firm.

Gil

Gil Regaspi

Senior Financial Consultant

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Gil is a results-oriented, hands-on finance and accounting professional with 25+ years of experience in financial modeling and analysis, cash management, budgeting, reporting, compliance, and full controllership. Gil works with clients as a part-time CFO or when projects arise in Central Florida in several industries. In the past, he has built pricing and financial models for a green technology business, developed budgets and financial reports for an international logistics software company, created cash flow projections, and managed controllership responsibilities. Gil also has cultivated experience with controllership and senior financial management positions in healthcare, media, construction, and governmental auditing.

Lauren

Lauren Cooper

Sales Coordinator

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Lauren is a communications professional with over five years of experience in social media management, copyediting, event planning, public relations, and digital strategy, having led efforts in government, media, and technology organizations. With an emphasis on strategic communications and sales strategy, she serves RVR and clients with resources to enhance brand image while ultimately aligning sales goals and marketing initiatives. In the community, Lauren is a consultant for social enterprise and non-profit campaigns, developing creative digital content, streamlining communications, and cultivating national partnerships to increase visibility and impact.

Frank

Frank Fontneau

Principal

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Frank has a record of positive business outcomes, exceling across departments and teams by understanding the operational and financial components of a business. Frank has effectively developed strategic plans, financial dashboards and forecasts, process improvement documentation, and training programs. Since 2012, Frank has led 100+ projects successfully to completion. Highlights from these projects include the accretive integration of two simultaneous acquisitions that resulted in more than $1 million of synergy savings, the management of a software conversion for scalability to avoid of millions of dollars in licensing fees, and the development of a financial and operational plan to avoid bankruptcy.

Lynea

Lynea Haeberle

Senior Consultant

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Lynea is an operations management consultant with 18+ years of experience in both domestic and international operations. She has a proven record of success in HCM SaaS management systems, financial services, and the healthcare industry. She has excelled in building and leading high-performing, cross-functional teams within small to mid-size businesses and large corporations. Lynea possesses extensive experience in implementation, business development, strategic planning, M&A, project management and process improvement. Most recently, she has driven operational standardization, change management, market expansion and strategic scalability through lean Six Sigma and project management methodologies.

Marti

Marti Behrmann

Senior Consultant

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Over more than 20 years, Marti has developed a diverse sales and customer service portfolio experience, specializing in sales management. Her approach combines formal and dynamic strategies, having taken market placement from last to first in sales, retention, reputation, and collaboration with customers and peripheral channels. Whether in medical, entertainment, IT, or other industries, she uplifts companies to achieve new levels of profits by enhancing training and development. Exercising and reinforcing strong customer relationships, her preeminent sales philosophy merges with company vision to develop trust, longevity, and brand loyalty. Her industry research, familiarity with buyer and seller tactics, and adaptability offer continuous, meaningful results.

Bob

Bob Ramsey

Senior Consultant

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As a Senior Consultant, Bob contributes expertise in strategic operations and sustainable business growth. With 25+ years in executive management, P&L responsibilities, and strategic consulting, Bob has a record of improving operational models, performing business analyses, and troubleshooting development to enhance organizational value. As President and CEO of Living Foundation, Bob garnered experience in 501c3 processes, compliance, donor relations, and corporate donor relations, volunteer recruitment, and collaborations as well.

Upon co-founding Total Beverage (now Total Wines), Bob developed the business model and increased revenue to create a $15 million per-door superstore, multi-state beverage industry. Over five months, Bob served another company by reversing losses after the successful acquisition of a water manufacturing concept, increasing revenue from $850,000 to $4.1 million.

Jerry

Jerry Cionci

Senior Consultant

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Jerry is a results-driven leader of sales and marketing operations. With over 30 years of experience at The Coca-Cola Company, Jerry has established strong management skills in the areas of brand development, channel marketing, strategic sales, organizational development, customer management, and communications. He partners with organizations ranging from startups to established companies to build strategy and business plans, employing his expertise to meet established company goals.

Mark

Mark Lowrey

Senior Financial Consultant

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Mark has 35 years of financial and operational experience helping companies enhance their value. He has served on three entrepreneurial management teams, each cited by Inc. magazine’s Inc. 500 among the fastest growing privately-held companies. He has served as part of a founding investor group, and as a CFO selling multiple businesses over a 17-year period, including a PEO with gross revenues exceeding $1.5 billion. He has experience with acquisitions, raising capital, private equity, bank financing, treasury operations, financial reporting, budgeting, and business planning. Mark spent the first decade of his career with Deloitte and PNC.

Rick

Rick Phillips

Controller

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Rick Phillips has 32 years of experience in construction, theme parks, manufacturing, and property management industries as a senior finance manager and controller. As a construction controller, he oversaw the successful development of 40+ major turnkey and expansion projects with a combined budget of over $2.1 billion.

Augusto

Augusto Baeta

Senior Director

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Augusto has extensive international business experience in operations, marketing, project, and event management, process engineering, and risk assessment. For 16 years, Augusto was Partner and COO of Crase Sigma, Brazil’s second largest real estate company with 1,200 homeowner’s associations, 45,000 units, and 4,500+ employees. Formerly the Director of Global Professional Development for the Institute of Internal Auditors (The IIA), Augusto worked with 35 institutes around the world and planned, managed, and delivered regional and international conferences to 3,500 participants, establishing new historical records in attendance, gross revenues, net profits, customer satisfaction, and sponsorships. As a consultant, Augusto has managed projects and services across wealth management, online education, advertising, and professional employer organization industries to deliver exemplary results.


Dawn

Dawn Martin

Senior Consultant

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Dawn has over 20 years of experience as an operations professional and Senior Consultant. During projects in operational and risk management, human resources, and IT, Dawn has successfully designed and implemented programs to reduce risk, lower costs, and accelerate processes for maximum efficiency gains. Whether implementing national programs or streamlining processes for financial and operational productivity, she consistently provides analytical review and strategy to ensure successful management and business development amid organizational launch or growth.

Dawn has overseen activities including quality assurance, expense tracking, policy/procedure development, information technology systems, vendor procurement and contract negotiation, making her a strategic asset to enhancing organizational value.

Dale

Dale Lockwood

Senior Consultant

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As a Senior Consultant, Dale combines his experience with prescriptive and imaginative analysis, delivering optimal solutions for unconventional challenges. His successes span across production control, manufacturing, security, and sales, allowing him to identify the best efficiencies, liability reductions, and profit opportunities for clients. As an executive leader and business educator, Dale is recognized as a strategy designer who manages and advises sales, client services, and operations teams in both SMB and large Fortune 100 corporate environments. Regularly engaged as a mentor and consultant, Dale actively participates on various government, business, and educational advisory boards and councils.

Mike

 Mike Shemelya

Senior Consultant

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Mike is a solutions-focused, multifaceted senior financial consultant with 14 years of experience as a Partner at Ernst & Young LLP. He has provided assurance and business advisory services for businesses during start-up or turnaround, and managed finances and operations across diverse industries. Mike has in-depth knowledge and experience in risk management, business model development, human capital acquisition and development, M&A, and initial public offerings.

Barry

Barry Curran

Senior Financial Consultant

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Barry Curran is a Senior Financial Consultant with experience addressing turnaround situations, financing arrangements, and acquisition/divestiture projects in hospitality, manufacturing, and real estate. With an emphasis in financial analysis, projections, reporting, and business planning, Barry has helped companies improve their cash flow through analysis of pricing, contribution margin, and company overhead for over 15 years. As the CFO for a food manufacturing plant, Barry helped increase EBITDA by 75% and was instrumental in the business’ sale. By developing detailed company plans and strategies, Barry aligns the goals of senior management and shareholders in order to set a business up for intentional success.

Archit

Archit Shah

Senior Financial Consultant

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Archit Shah is a Senior Financial Consultant and CPA with expertise in combining financial and business planning with tactical execution to optimize long-term benefits in performance, revenues, and profitability. He has worked for public and private companies, including Ernst & Young, and has provided extensive financial advisory services to range of companies, including PEOs. Archit has served as both a CFO and controller in organizations, consistently demonstrating experience in strategy, operational efficiency through identification, and implementation of best practices. Archit also has expertise in controllership, financial reporting, budgeting/forecasting, financial planning and analysis, and corporate leadership.

Lisa

Lisa Porter

Controller

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Lisa worked at a top Atlanta CPA firm for over 25 years. Her expertise includes preparing financial statements, monitoring, and managing all components of cash flow, developing management and external financial reports, and handling every financial and accounting requirement of a business. She received her Bachelor of Science in Accounting from Auburn University and holds a non-active Georgia CPA license.