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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.

Recreated the financials of a subsidiary of a Fortune 500 company to prepare the subsidiary for an outside audit. Audit completed in a timely manner.

Engaged by personal care Company conducting a reverse merger. Provided services leading to the filing of the first 10-Q and then remained on the team to prepare 10-Qs on an ongoing basis. Prepared the initial and subsequent 10-Qs and 10-Ks for two and a half years. Company grew from $70 million to $300 million.

As the Interim Chief Accounting Officer, produced SEC reports for a consumer products company (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… Continue reading Industry: Manufacturing/ Distribution/ Consumer Products
Type of Service: Accounting & Finance Outsourcing, Technical Accounting, Pre-audit