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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 $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

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

At the recommendation of the head of the bank’s audit committee, engaged to investigate technical accounting matters, such as impairment, OTTI and deferred taxes. Technical accounting issues investigated and recommendations documented. Accounting decisions reached were accepted by the outside accountants.

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.

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.