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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 by the new CFO of a large public relations firm to perform an organizational review of his globally-based accounting and finance department. Roles and responsibilities refined, central accounting and operational processing units assessed for effectiveness, and a revised and more efficient organizational reporting structure proposed and adopted.

Set up the audit committee, including: charter, priorities and meeting format for a public company’s Financial Services subsidiary. Solid planning and crisp execution ensured all regulatory and governance requirements were met or exceeded.

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.

Engaged by a start-up consumer product manufacturing company that sold through distributors. Our role was to produce forecasts and reports for an equity capital raise. The company was successful in raising equity capital, and we have been retained as a fractional strategic CFO.