Functioned as the Interim CFO for a B to B startup company looking to raise venture capital money. Prepared and presented business plan to investors, who invested $35 million in the company.
Functioned as the Interim CFO for a B to B startup company looking to raise venture capital money. Prepared and presented business plan to investors, who invested $35 million in the company.
Acting as the Interim CFO of a private technology company that was listed as one of Inc.’s Fastest Growing Companies, we were hired to prepare the company for sale. Client received buy offers near the top of its target valuation range.
Performed a Sarbanes-Oxley 404 review of a consumer products company. Review completed in a timely manner, accepted by the audit committee and the outside auditors agreed with the findings.
As the Interim Chief Accounting Officer, produced SEC reports (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 accounting issues resolved.
Engaged as an interim CFO for a food manufacturer. We steered the company through an ERP system implementation and provided it with standard CFO-type services. The client was extremely pleased with the level of service and complimented us on many occasions.
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.