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I'm advising both individual and institutional business owners after my last employer was sold to a public company in November 2021. In my 25 years of work experience, I have focused on M&A in the lower middle market and asset management of multi-location retail, most notably in executing a roll-up strategy in automotive retail. Additionally, I have been successful at building and managing finance and accounting teams, implementing financial accounting and reporting systems, performing Treasury management and risk management, reducing costs, as well as building budgets and forecasts. I'm looking for the next big problem to solve!
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OwnerMarshall Advisors LlcMedfield, Ma, Us -
Co-OwnerDriveline Automotive Advisors Llc May 2023 - PresentDriveLine Automotive Advisors LLC helps car and truck dealers and related companies increase their cash flow through debt and treasury optimization, spend management, risk management, and implementing new revenue streams. -
Co-OwnerCms Solutions Holdings Llc Apr 2023 - PresentCMS Solutions works with IT Consulting and Services firms to increase profitability and firm value, through providing services such as staff augmentation, personnel placement, strategic planning, benchmarking, and fractional CFO services.
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OwnerMarshall Advisors Llc Nov 2021 - PresentMarshall Advisors LLC provides services to businesses looking to increase their profitability and cash flow and to reduce their risk. We provide services to private equity funds with multi-location portfolio companies as well as small businesses that are still scaling up. -
Vp Finance (Consultant)Prime Automotive Group Jan 2022 - PresentWestwood, Ma, Us -
Vp FinancePrime Automotive Group Jun 2018 - Dec 2021Westwood, Ma, UsI am the VP Finance for Prime Automotive Group, the 7th largest private dealership group in the United States. My responsibilities include risk management, centralized purchasing, operational and capital budgeting, and performance monitoring for our dealership group. -
Cfo / Vp Asset Management And AcquisitionsCapstone Automotive Group Jul 2015 - May 2018Responsible for financial reporting, capital markets, deal sourcing, due diligence, asset management, for PE-backed automotive retailer. Lead on M&A, acquired 57 companies in 13 transactions totaling $1.1 billion; company went from $0 to roughly $2 billion in annual sales over five years.
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Interim Chief Operating OfficerPrivate Equity Jan 2013 - Jun 2015Worked closely with the founder to scale a start-up PE firm from zero to twenty employees and from $0 to $500 million in assets under management. Worked with operating partners to complete M&A transactions valued at over $100 million in various industries. Worked with external auditors to successfully complete audited financial statements. Implemented new software to create standard financial reporting, consolidation, and asset management. -
Senior AccountantGentile, Pismeny & Brengel Oct 2011 - Dec 2013Tax, audit and business consulting
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Staff AccountantArmao, Costa & Ricciardi, Cpas, P.C. Sep 2010 - Oct 2011Junior accountant at a CPA firm, working in tax and audit areas.
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InternArmao, Costa & Ricciardi, Cpas, P.C. Feb 2010 - Aug 2010Accounting Intern working in Tax and Audit areas
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OwnerQuick One Messenger Mar 2005 - Mar 2009UsManaged all aspects of business, including HR, finances, operations. Computerized finances and produced financial statements. Developed and implemented company strategies, and acquired new clients. -
Regional ManagerApplied Scholastics Jan 1997 - Mar 2005Local and then regional manager at education and literacy oriented non-profit organization.
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Engineering Co-Op StudentDelta Air Lines Mar 1994 - Dec 1996Atlanta, Georgia, UsI worked as a co-op student in several engineering departments at Delta Air Lines.
Brian Marshall, Cpa Mba Skills
Brian Marshall, Cpa Mba Education Details
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University Of Massachusetts AmherstBusiness/Managerial Economics -
State University Of New York - SystemAccounting -
Georgia Institute Of TechnologyInternational Affairs
Frequently Asked Questions about Brian Marshall, Cpa Mba
What company does Brian Marshall, Cpa Mba work for?
Brian Marshall, Cpa Mba works for Marshall Advisors Llc
What is Brian Marshall, Cpa Mba's role at the current company?
Brian Marshall, Cpa Mba's current role is Owner.
What is Brian Marshall, Cpa Mba's email address?
Brian Marshall, Cpa Mba's email address is br****@****ail.com
What is Brian Marshall, Cpa Mba's direct phone number?
Brian Marshall, Cpa Mba's direct phone number is +151694*****
What schools did Brian Marshall, Cpa Mba attend?
Brian Marshall, Cpa Mba attended University Of Massachusetts Amherst, State University Of New York - System, Georgia Institute Of Technology.
What are some of Brian Marshall, Cpa Mba's interests?
Brian Marshall, Cpa Mba has interest in Business Opportunities, Accounting, Mountain Biking.
What skills is Brian Marshall, Cpa Mba known for?
Brian Marshall, Cpa Mba has skills like Accounting, Tax, Auditing, Financial Statements, Finance, Financial Accounting, Cpa, Financial Reporting, Tax Preparation, Accounts Receivable, Management Consulting, Quickbooks.
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