CFO Consulting Partners

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Featured News

David DeMuth on Exit Planning Meeting Panel

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The NJ Technical and Manufacturing Association has invited David DeMuth to their February 26 Exit Planning Meeting to participate in a Panel Discussion.
Below are the details for the event:
You can’t take it with you, so NOW is the best time to start planning for the day when your business is sold or transferred to new ownership.
Join NJTMA for this informative and motivating panel discussion. Our participating experts all have extensive histories in manufacturing buy/sell transactions:
David DeMuth, CPA, CGMA; Senior Managing Director of CFO Consulting Partners
Michael Givner; President, IMG Business Advisors
Kent Schwarz, JD, LL.M; Partner, Becker Law Firm
Program Sponsors:
Also: New Jersey Business Action Center executive director Melanie Willoughby will describe her agency’s advocacy services for manufacturers navigating the State government.

Date: February 26, 2020
Location: Galloping Hill Golf Course, 3 Golf Drive, Kenilworth, NJ 07033
Schedule:
6:00 p.m. Arrival / Networking
6:30 p.m. Dinner begins
6:50 p.m. Introductions and Announcements
7:35 p.m. NJ Business Action Center – “Navigating the State Government”
8:00 p.m. Transition & Exit Planning – Panel Presentation and Q&A
8:55 p.m. Closing
For further information and registration click here.

CFO Consulting Partners Reaches Its 14-Year Milestone

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In 2006, David DeMuth and Allan Tepper formed CFO Consulting Partners. We focused on addressing the senior-level accounting and finance needs of companies whose accounting firms could no longer adequately address these needs due to independence issues. Eric Segal joined the partnership in 2009 to extend its capabilities to Financial Services and Insurance. Our firm began by providing fractional CFO services and that continues as a core service today. Over time, we added new capabilities including: M&A buy and sell-side services, private equity services, management and supervision of assurance processes, finance and accounting process improvement, finance transformation, SEC, regulatory and BOD/internal reporting.
Over the years, we built expertise in a broad range of industries, including banking, FinTech and other financial services businesses, business services, manufacturing, healthcare, technology, real estate and nonprofit.
As we reflect on what we have achieved since our inception, some notable accomplishments stand out:
  • We have developed significant expertise in helping companies achieve their business and accounting & finance goals, including buying and selling businesses, raising capital, strengthening internal controls, improving cash flow management and developing growth plans.
  • Clients have benefited from our all-senior-level financial management team who have “been there, done that.” Our people have held CFO or Controller positions in large and small companies, most are CPAs from major firms and have advanced degrees.
  • Clients have been aided by our firm-wide team approach to problem solving. Clients have access to the expertise of all of our team members to diagnose and solve problems.
  • Clients have prospered from having a boutique firm that moves quickly and has the depth of knowledge and experience to meet their needs.
  • Finally, we are proud to say that our clients recognize us as the “go-to” firm for CFO services provided to the community banking industry.
As we celebrate our 14th year, we want to thank our clients, referral sources, partners and team members. We simply wouldn’t exist without your support.
We look forward to continuing to serve the needs of small and midsized companies, and we are proud of the benefits we offer to our clients.

 

Thank you.

 

Allan Tepper, Sr. Managing Director, CFO Consulting Partners
(646) 650-2028 x701
 
David DeMuth, Sr. Managing Director, CFO Consulting Partners,
609-309-9307 x700
 
Eric Segal, Managing Director, CFO Consulting Partners
609-309-9307 x702

CFO Consulting Partners is a Proud Sponsor of XPX New Jersey- It’s all about the people! How to Enhance the Management Team

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The New Jersey chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different planning considerations and decisions an owner needs to face, our members participate in this interactive discussion. We welcome your attendance at our next meeting.

Most professional investors say that they would rather invest in a mediocre company with a great management team than a great company with mediocre management. In this session, we will explore the challenges investors and owners face with their management teams. What ways can owners identify the additional management needs of the company? Is the team that in place capable of taking the organization to the next level?

Our discussion will be led by Terry Gallagher of Battalia Winston and focus on when the shareholders of the business realize that the existing management team of the business is not capable of moving the company to an attractive sale prospect, and an outside executive is needed to be brought in to build the company to the point where it can be sold. Terry’s experience will allow him to discuss different situations where the business owner has faced this situation, and how an executive search firm has helped the business owner.

This highly interactive session will allow for participation by attendees in a collaborative format. As an association of experienced advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients and we would value your expertise and insights.

We invite you to join us for this exciting event and for the entire series this year!

To make it easy to remember, we’ll always meet on the 3rd Wednesday morning of each month through June 2019, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!

About Terry:

Terry Gallagher joined Battalia Winston in 1991 and focuses on recruiting CEO’s, Presidents, Division General Managers, CFO’s, CIO’s, Board Directors and all C Suite Executives for Fortune 500 as well as Middle Market Companies and private equity firms as well as Partners, Practice Leaders and Rainmakers for consulting firms. He has consulted for a broad range of industries including: Industrial Products, Insurance/Financial Services, Professional Services, Technology, Business Services, Consumer Goods and Healthcare. He served on the Americas Board for the Association of Executive Search Consulting Firms for seven years and the Advisory Committee for the National Association of Corporate Directors New Jersey Chapter. Recognized by Business Week as one of the World’s Most influential executive search professionals, Terry is a thought leader regarding executive recruitment and retention, organizational effectiveness, management development and succession planning.

When: 

Wednesday, May 15, 2019
8:00 AM  – 10:00 AM:
 
Location:
The offices of Fox Rothschild LLP – 49 Market Street,
Morristown, NJ 07960
Pricing:
Non-Members:
Same Day Registration/Walk-in Fee: $90.00
Regular Fee: $75.00
Early Bird (through 5/12): $60.00
Other XPX Chapter Members:
Regular Fee: $70.00
Early Bird (through 5/12): $55.00
XPX NJ and Tri-State Members in good standing are complimentary, so Join Today!

Parking Suggestions:

Ann Bank Parking Garage
41 Bank Street, Morristown, NJ

OR

DeHart Street Parking Garage
14 Maple Ave, Morristown, NJ

 

Please join us in May! You may find registration information here.

For questions regarding the event, please contact me at ddemuth@cfoconsultingpartners.com.

Equinox Fund Management appoints new member to exec committee

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Alternative asset management firm Equinox Fund Management has appointed David P DeMuth, to the Executive Committee of The Frontier Fund, its public managed futures fund.

The Frontier Fund is a family of funds available to retail investors, which carries a low minimum investment requirement (USD1,000 in most states) and features daily liquidity.

DeMuth replaces Ajay Dravid, PhD, who served on the Executive Committee from March 2009 through December 2010 and was recently named Director of Risk Management at Solon Capital, LLC, an affiliate of Equinox.

DeMuth has many years of experience as a senior finance and operations professional. He is a Co-Founder of CFO Consulting Partners LLC, providing interim CFO services to public and private companies. His previous positions include appointments as the Interim Co-Chief Financial Officer and Treasurer at Kodak Polychrome Graphics (a USD2 billion global manufacturer of graphic arts materials), the Division Vice President of Continental Grain Company (a multi-billion provider of commodities and financial services) as well as and Director of Tax Services at PepsiCo Inc. (a multi-billion global consumer products beverage and food company). His industry experience includes technology, real estate development, financial services, and consumer products.

DeMuth specializes in global risk management and regulatory compliance.  He has created corporate strategies to manage financial reporting, financial and operations risks, and compliance with regulatory authorities internationally.
Mr. DeMuth, who holds a BS in Accounting from Loyola University, and an MBA in Finance from LaSalle University, is also a Certified Public Accountant (CPA).

“We are thrilled to have David on the Executive Committee,” says Robert J Enck (pictured), President and Chief Executive Officer of Equinox. “His strong financial services experience and expertise, particularly his global focus on risk management, will be invaluable to The Frontier Fund. We thank Ajay for his service, and look forward to his continued insight and sage, professional counsel.”

We are a proud sponsor of XPX. XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Learn more...

We are a proud member of FINACA. FINACA is a nationwide network of independent finance and accounting consulting firms focused on delivering exceptional client service. Learn more...

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