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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.

Engaged to improve the controls and financial reporting of an underperforming accounting and finance function of a closely-held public relations company. Changed and streamlined the accounting processes of its international reporting subsidiary, tightened controls and improved management information.

Hired by a private equity firm to provide due diligence services related to the acquisition of a healthcare facility. We performed the due diligence, pointed out some issues, and the private equity firm passed on buying the company.

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.

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

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.