Our Results

Outsourcing

• Served as interim Chief Financial Officer for an Integrated Provider Association to evaluate and develop the optimal business model for a medical malpractice alternative risk program.
• Assisted entrepreneur with acquisition of an injection molding manufacturer and served as company's outsourced Chief Financial Officer. Implemented new manufacturing and accounting software, develop internal controls, business processes and financial reporting procedures.
• Interim Chief Financial Officer for a third-party logistics company. Assisted owner in negotiations with major customer (Fortune 500 Company), commercial banks and private equity funds.
• Outsourced Chief Financial Officer for regional real estate developer. Managed accounting and finance activities for numerous retail center development projects, including construction draws and sale of retail centers.

Corporate Finance

• Advised biotech company through acquisition of competitor. Developed and executed financial due diligence in connection with acquisition. Negotiated with commercial banks and private equity funds to obtain capital to complete transaction. Developed acquisition and operating financial models.
• Developed financial models for startup e-commerce company. Negotiated with angel investors raising over $10.0 million.
• Constructed market channel and customer profitability model and analysis for two manufacturing companies that can be used for future profitability analysis and decision making.

Accounting and Consulting

• Supported efforts and advised global restaurant company regarding financial reporting and disclosure issues resulting from a change in the interpretation of lease accounting.
• Documented processes, designed testing plan, tested internal controls, remediated controls and provided overall project management in connection with Sarbanes-Oxley Section 404 for companies in the following industries: Manufacturing, Homebuilding and Retail.
• Established internal controls and external reporting processes for a company that was previously deemed "materially weak".
• Assisted service company in analyzing potential fraud by former CFO.
• Performed post-acquisition procedures to assist auto dealer with determination of potential fraud within acquired company, documenting approximately $1.0 million in potential recoveries for buyer.
• Designed and implemented customer-centered processes and performance metrics that resulted in a 20% improvement in customer retention, revenue enhancement and competitive advantage for a Fortune 500 services company.
• Managed the pre-acquisition due diligence efforts to assure appropriate service level agreements were in place on "day one" for the national sales companies of a global auto manufacturer.
• Led the efforts to consolidate outsourced print vendors through the creation of a request for proposal, analysis of responses and vendor selection recommendation. Achieved annual savings of $1.5 million for this Fortune 500 services company.