Experience Behind the Advice
CwC is led by Chad Cudworth, a financial executive and operating partner with more than 25 years of experience in retail, services, distribution, family-office holdings and investments.
Executive Profile
Fractional CFO | Operating Partner
MS, Finance — Seattle University
BS, Economics — Central Washington University
My work has crossed financial strategy and operational reality: understanding what creates margin, why cash is tied up, how teams and incentives shape economics, and what capital decisions imply for owners.
Prior positions have included Director of Finance at Car Toys, CFO & Operating Partner with Proctor Lane Investments, and CFO responsibilities in private real estate investment. This prior-career experience informs how CwC works with clients today.
Selected Career Experience
The following examples describe historical responsibilities and reported results in prior operating or executive positions. They are not CwC client testimonials.
Retail / Incentives
A review of sales incentives and transaction economics identified significant margin leakage. Working with sales and HR, leadership redesigned commissions around gross-profit dollars rather than volume alone.
Reported historical result: $20M+ margin recovery.
Field Services / Integration
Financial and operating integration unified scheduling, improved procurement terms and focused measurement on technician productivity and economics.
Reported historical results: 150% capacity increase and approximately 10% gross-margin expansion.
Growth / Systems
Coordinated a Salesforce–Avalara integration and redesigned processes supporting sales-tax requirements, reporting visibility and growing transaction volume.
Historical outcome: reduced manual work and improved operational and compliance visibility; no guaranteed results implied.
Case-study details and metrics are drawn from supplied historical professional materials. Client identifiers and additional transaction outcomes should be confirmed and approved before public disclosure.
Capital Perspective
Experience includes capital-markets negotiations, real estate debt and rate-risk management, ownership structures, acquisitions, and corporate operating change.
CwC brings this perspective to businesses needing financial judgment that extends beyond bookkeeping, accounting compliance or routine reporting.
Start with the situation—not a standard sales presentation.