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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.

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 an interim CFO for a real estate development company that had over 40 projects with value of over $2 billion. Organized projects in proper format to obtain construction loans and equity capital, prepared financial information to receive temporary Certificates of Occupancy from the bank, and established project plan to complete tasks efficiently and by… Continue reading Industry: Real Estate Construction/ Management
Type of Service: Accounting & Finance Outsourcing, Planning & Analysis

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