Testimonials

It is not often that one comes across a professional as dynamic and multi-faceted as Dan Roebuck. Having had the privilege of working closely with him for the past 3 years, every day has been a testament to his unparalleled expertise and unwavering dedication to my company.

Dan’s meticulous approach was evident from the start. He drafted and submitted all the vital paperwork necessary for our RIA charter, skillfully navigating through the intricacies of maintaining an unlicensed owner. His prowess further shone when he spearheaded the transition from our third-party sub-advisor relationship with Fidelity to an in-house collaboration with a distinguished Chartered Financial Analyst and switching our custodian to Charles Schwab. This move not only localized our portfolio management but also amplified our profitability more than threefold. A staggering client retention rate of over 98% during this challenging phase stands as irrefutable proof of Dan's unmatched client management and relation-building capabilities.

But Dan’s contributions extend far beyond these feats. With a keen eye for negotiation, he orchestrated the early buyout of a previous acquisition, solidifying our market stance. As our Chief Compliance Officer, he has been an unwavering sentinel, ensuring our operations always adhere to regulatory benchmarks.

The operational side of the business witnessed a transformation under Dan’s leadership as well. He meticulously reformulated all our standard operating procedures and implemented a state-of-the-art CRM system. By building parameters into the CRM, Dan ensured we could efficiently track sales opportunities, client servicing, and asset management. Furthermore, in a strategic move to maximize profitability in our insurance business, Dan transitioned us from an umbrella relationship to a direct-to-carrier model, tripling our profitability in that sector as well.

In his pursuit to make our services more accessible, Dan initiated the opening of an additional office on the other side of the water, enhancing our reach on the peninsula. His comprehensive management of the company’s finances and operations has been nothing short of commendable.

On the marketing front, Dan’s acumen stands out distinctly. The innovative content he crafted for www.FitzwilliamsFinancial.com not only encapsulates our brand's essence but is also deeply insightful. He was the driving force behind our revamped information seminars, radio and TV commercials, shows, and targeted digital ads.

In essence, Dan Roebuck’s immeasurable contributions have revolutionized my companies. Under his strategic guidance, he redefined our business trajectory and magnified its valuation by over 7 times. I wholeheartedly endorse Dan for any venture seeking a consummate, adept, and multi-dimensional professional.

Timothy Fitzwilliams

Founder & CEO
Fitzwilliams Financial / Fitzwilliams Wealth Management

Navigating the intricate landscape of the tax management sector requires both vision and precision, and I am fortunate to have found these qualities in abundance with Dan Roebuck. Over the course of our collaboration, Dan's strategic prowess and operational insights have catalyzed transformative changes for our company.

Dan's negotiation skills were on full display when he artfully brokered terms with the ownership of a seven-figure revenue tax and bookkeeping firm, ultimately leading to a fruitful acquisition for us. This venture could have easily been a cumbersome process, but with Dan at the helm, it was executed with both dexterity and efficiency.

In tandem with this, Dan showcased his financial acumen by seamlessly managing all the prerequisites to secure funding from the SBA, a task that demands both patience and meticulous attention to detail. His commitment didn’t end there. Recognizing the need for operational efficiency, Dan took charge of the software landscape within our firm. He meticulously implemented state-of-the-art software solutions and ensured a smooth transition by converting all previous data to the new systems, ensuring no disruption to our ongoing processes.

But it's not just Dan's technical and managerial skills that stand out. His creative talents became evident when he crafted the content for www.FitzwilliamsTaxManagement.com. The website content, penned by him, is both insightful and reflective of our commitment to excellence in the field of tax management.

In conclusion, Dan Roebuck's contributions to our company have been invaluable. His combination of strategy, operational expertise, and creative flair has propelled our firm to greater heights. I am confident in recommending Dan for any endeavor that seeks a professional who can seamlessly merge strategy with execution.

Star Hedrick

Managing Partner
Fitzwilliams Tax Management

In the world of wholesale real estate, where precision, innovation, and timeliness intersect, Dan Roebuck has emerged as an invaluable asset to Real Estate CPR. Throughout our collaboration, his multifaceted expertise and unwavering dedication have paved the way for our company's continued growth and success.

From the outset, Dan showcased a profound understanding of the operational needs of our business. He initiated and seamlessly implemented a CRM system that became the backbone of our operations. Recognizing the importance of targeted outreach, he pioneered direct-to-seller marketing strategies that have significantly amplified our reach and conversions. Furthermore, his vision for B2B engagement translated into the development of robust marketing systems and the cultivation of strategic relationships that have bolstered our standing in the industry.

Extending beyond strategy and marketing, his meticulous approach to financial management has been a cornerstone of our operational integrity. The detailed spreadsheet he crafted, which tracks everything from the nuanced metrics of each property flip to the associated lender funds, has become an indispensable tool for our team. It encapsulates our financial picture at both a macro and micro level, ensuring we remain informed, agile, and profitable.

Securing funding in the wholesale real estate realm can be challenging and is another area he was pivotal. Whether it was private, bank, or institutional funding, he was instrumental in successfully acquiring the necessary finances that have driven our projects forward. His versatility also shone through in his content creation skills, as evidenced by his writing for RealEstateCPR.net.

In the legal realm, Dan's insights were pivotal in drafting several contracts, ensuring they were both robust and reflective of our company's best interests. On the human resources front, Dan played a crucial role in hiring and adeptly managing the Virtual Assistants who became central to our marketing endeavors.

In summary, Dan Roebuck's contributions to Real Estate CPR have been nothing short of transformative. He embodies the rare blend of a strategic visionary, operational maestro, and financial wizard. I can wholeheartedly recommend Dan for any venture or role that demands excellence, innovation, and a relentless pursuit of growth.

Doug Kinn

Managing Partner
Real Estate CPR

The dog grooming industry, with its unique challenges and demands, requires pragmatic solutions. We found that Dan's interventions and strategic insights have not only revitalized our operations but also set us on a path of sustained growth.

At the heart of Dan's impact was his keen sense of financial acumen. He spearheaded a systematic profit and loss review process, bringing an easy to understand solution to our finances. This wasn't merely an exercise in number-crunching; it was a transformative process that fundamentally altered our business perspective. By intertwining this with an employee metric review, Dan ensured that our team remained at the heart of our growth journey. These initiatives allowed us to identify opportunities, drive efficiency, and pivot our strategies in real-time.

One of the most tangible outcomes of Dan's influence was the palpable increase in our profitability. But more than that, under his guidance, The Barking Lot achieved a coveted milestone – self-sustainability. This financial stability and foresight paved the way for us to reinvest in our business. We not only bolstered our infrastructure but also took a leap into mobile grooming services, expanding our reach and service offerings.

But it wasn't just about numbers and expansion. Dan's holistic approach meant that our team felt valued. His strategies allowed us to hire effectively, ensuring that our staff was adequately rewarded for their hard work and dedication.

In essence, Dan Roebuck has been a beacon of transformation for The Barking Lot. His blend of intuitive thinking, operational expertise, and a genuine passion for our industry has propelled us to new heights. I recommend him highly for anything business related.

Daniel Wilgocki

Owner
The Barking Lot

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