Projects
- 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



