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Engaged as the Interim Controller of a $100 million, private-equity-backed financial services company to improve the timeliness of and controls related to its monthly close. Company closed its books and completed its audit in half its previous time. Importantly, it did so with significantly improved controls.

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.

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.

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

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.