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As the Interim Chief Accounting Officer, produced SEC reports for a consumer products company (such as Q’s, K’s, and Proxies) for a company that backed into a public shell. Assisted with very complex derivative accounting issues, and participated in responses and discussions with the SEC. All SEC reports filed on a timely basis, and complex… Continue reading Industry: Manufacturing/ Distribution/ Consumer Products
Type of Service: Accounting & Finance Outsourcing, Technical Accounting, Pre-audit

Engaged by personal care Company conducting a reverse merger. Provided services leading to the filing of the first 10-Q and then remained on the team to prepare 10-Qs on an ongoing basis. Prepared the initial and subsequent 10-Qs and 10-Ks for two and a half years. Company grew from $70 million to $300 million.

Hired by management of a technology company looking to conduct a management buyout (MBO). Provided advisory services including preparing a business plan and financial projections, and identified the necessary additional collateral to complete the deal. Management team gained control and made the anticipated course correction in the company’s operations. Revenue increased 33% in year one… Continue reading Industry: Technology
Type of Service: M&A/ Liquidity Event

Engaged by a $2 billion publicly-held staffing company planning to spin off its $150 million revenue technology division. Services included meeting public company reporting standards, and ensuring information and records were in format for required public company filings. After nine months, the company successfully spun off its technology division via a separate legal entity with… Continue reading Industry: Business Services
Type of Service: M&A/ Liquidity Event, Technical Accounting

Engaged to prepare a Capital Plan for a bank at risk of having its dividend eliminated by bank regulators. The regulators accepted the Capital Plan, and the Bank continued to pay dividends at the amount provided in the Capital Plan.

Provided business advisory services to investors looking to raise money to buy a community bank. Services provided included preparing financial forecasts, introductions and evaluations of investment bankers, introductions to sources of capital, determining share ownership of founders and directors, assistance with the private placement memorandum, and providing guidance to founders, board members and management team.