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PROJECT SUMMARY

Acquisition due diligence for varied acquisition targets resulting in terminated acquisitions or renegotiated purchase prices based upon findings. Targets have included companies in retail sales and services; lighting and air quality controls manufacturer; assisted living company; professional services

Assessment of local subsidiary for international parent company’s CFO

Turnaround Management for $ 150 million citrus cooperative

Consulted with major bank on bankruptcy of a customer; acted in financial advisory capacity during the liquidation

Assessed strategy and operations of a telecom company for an investor group

Assist a foreign owned company close out its U.S. operations resulting in successful collection of final receivables. Assignment included reviewing financial records for possible improper use of company funds

Evaluated, implemented and monitored collections during the liquidation of a multi-practice doctors group for the special assets group of a major bank

Designed operational control procedures for the engineering department of an automotive parts supplier for improved estimation and revenue control

Assisted a public company with its 10-Q filing

Developed financial models for new businesses and for existing enterprises

Assisted proposed start-up in the wireless segment develop business plan and introduced principal to technology community

Assisted U.S. distributor identify business issues and opportunities associated with becoming importer of record for an international company

Evaluated and redesigned cash flow planning process for a major academic institution

Redesigned financial reporting for improved management information; developed methodologies to identify obsolete inventory

Ongoing CFO Services