Morris Chubb

Morris Chubb Email and Phone Number

Defer & Mitigate Capital Gains Taxes on Sale of Appreciated Assets - Results: Increase Your ROI on Invested Proceeds @ CB Administrative Services, LLC
Morris Chubb's Location
San Francisco Bay Area, United States
Morris Chubb's Contact Details

Morris Chubb personal email

n/a
About Morris Chubb

Using my years in public accounting as a CPA and in private industry as a CFO of public and venture backed firms, I advise my clients on specific tax strategies to defer and mitigate Capital Gains Taxes with the goal of increasing their retirement dollars. If this is of interest - call me at 800-675-8551.Twenty plus years experience as a senior financial executive and consultant with pre-IPO and publicly traded companies in medical devices, test and measurement equipment, pharmaceuticals, and software.Established and / or improved the operational, transactional and compliance aspects of the finance department in multiple companies; managed costs and reserves and segmented operational reporting which allowed comprehensive scrutiny of key profit and cost centers of the business; oversaw legal, HR, and administrative functions. Analyzed, negotiated, and closed multiple M & A transactions and technology transfers; prepared and presented strategic plans to venture capital firms; negotiated and closed numerous rounds of private financing

Morris Chubb's Current Company Details
CB Administrative Services, LLC

Cb Administrative Services, Llc

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Defer & Mitigate Capital Gains Taxes on Sale of Appreciated Assets - Results: Increase Your ROI on Invested Proceeds
Morris Chubb Work Experience Details
  • Cb Administrative Services, Llc
    Principal
    Cb Administrative Services, Llc Jan 2019 - Present
    Sunnyvale, Ca
    We administrate specialty trusts that defer and mitigate capital gains taxes on the sale of your: - personal residence - commercial real estate (see 1031 Exchange feature below) - businessAnd thereby increase the ROI of the invested proceeds from your sale by 50%.And we can protect you from the unexpected capital gains taxes if you don't complete your 1031 exchange on time. The cost of this protection is only 1% of the sale price.
  • B2B Cfo®
    Partner
    B2B Cfo® Oct 2013 - Jun 2018
    Sunnyvale, Ca
    Providing trusted financial advice to the owners of closely held businesses that builds the value of the business and creates financial and goal clarity. Results include increases in cash, profitability and value of the enterprise.
  • W Morris Chubb
    Consulting Cfo
    W Morris Chubb Sep 2010 - Oct 2013
  • Nuru International
    Acting Cfo / Domestic And Int'L Controller
    Nuru International Jan 2011 - Dec 2012
    Palo Alto, Ca
    Not-for-profit NGO dedicated to ending extreme poverty in the world one community at a time.Acting CFO / Domestic and International Controller• Web enabled this ubiquitous not-for –profit so that all pertinent documents are immediately available to all stakeholders world wide.• Streamlined accounting procedures to minimize clerical time and maximize accuracy of all input.
  • Aparc Systems
    Regional Gm
    Aparc Systems Sep 2009 - Sep 2010
    San Francisco Bay Area
    APARC engineers parking solutions for municipalities, hospitals and universities. APARC is the exclusive North American distributors for the Siemens line of parking solutions for on-street and parking lot environments, we also distribute TicketManager, our own handheld enforcement device that is so widely accepted, it issues over 10 million parking citations annually and partner with numerous other providers of parking solutions.
  • Paracor Medical, Inc
    Vp Finance & Cfo
    Paracor Medical, Inc Feb 2007 - Jul 2008
    Sunnyvale, Ca
    Venture backed producer of mechanical restraint device for congestive cardiomyopathy in clinical trials.VP Finance and Administration; Chief Financial Officer· Participated in and successfully raised $44.5 million in Series D Preferred Stock to finance the clinical trials required for PMA filing.· Identified and implemented ERP solution in preparation for commercial launch and possible IPO filing. · Revamped and improved financial reporting process and increased reliability of reported results.
  • Hiemstra Product Development
    Consultant
    Hiemstra Product Development 2006 - 2007
    San Francisco, Ca
  • Lumend, Inc. (Subsidiary Of Cordis, A Jnj Company)
    Acting Cfo
    Lumend, Inc. (Subsidiary Of Cordis, A Jnj Company) Apr 2005 - Dec 2006
    Redwood Shores, Ca
    Venture backed producer of devices addressing chronic total occlusions for percutaneous interventions.Interim Chief Financial Officer· Recruited to aid in the sale of the company that was successfully concluded in September to Cordis, a Johnson & Johnson company. · Prepared due diligence and lead various elements of the merger negotiations. Managed the closing and post closing financial aspects of the merger. · Managed the financial function and prepared proforma forecasts that lead to the selection of the optimal merger candidate. Managed and closed bridge financing rounds.
  • Tibion Corporation
    Consultant
    Tibion Corporation 2003 - 2006
    Mountain View, Ca
  • Skoozle
    Co Founder And Cfo
    Skoozle Apr 2000 - Mar 2002
    Menlo Park, Ca
    · Developed business plan with other cofounder; secured initial funding; set up and managed finance, IT, HR, legal and administration for staff of ten.· Created major enhancements to base line product initially developed by ISX for the US government schools.· Discontinued product development efforts as funding dried up post internet bust; parked ASP software on the internet where teachers still use it today.
  • Intella Interventional Systems
    Cfo
    Intella Interventional Systems Jun 1997 - Mar 2000
    · Closed on $9.3 million in a difficult market for medical device companies; helped negotiate a $4 million advance on shipments from a major distributor.· Strategically positioned the company to take advantage of valuable intellectual property; sold the company to its Japanese distributor.
  • Dtc Data Technology
    Cfo And Secretary
    Dtc Data Technology 1995 - 1997
    Milpiata, Ca
    Publicly traded (NASDAQ) developer and marketer of PC peripherals.· Completed a reverse acquisition of Photonics by DTC resulting in a new product line for the company and additional working capital for product development.· Arranged financing through a private placement memorandum for development of a new SCSI interface board to compete with Adaptec.· Negotiated two technology licenses that resulted in new products. · Filed all required SEC forms including forms 10K, 10Q and S-1.
  • Luxtron Corporation
    Cfo, Treasurer And Secretary
    Luxtron Corporation 1987 - 1994
    Santa Clara
    Privately held manufacturer of fiber optic equipment for medical and industrial use.· Negotiated and successfully integrated the financial aspects of two equal sized corporations; packaged and negotiated the sale of Luxtron to Fairey Group, Ltd.· Completed two product line acquisitions that expanded and diversified the product offerings of the Company.· Completed two technology transfer agreements that resulted in a significant royalty stream.
  • Diasonics Inc.
    Treasurer
    Diasonics Inc. 1983 - 1986
    Milpitas , Ca
    Publicly held $200 million producer of medical imaging equipment.· Managed all treasury functions including cash management, stock administration, and risk management; managed the corporation’s payroll function and overall financial planning. · Prepared financial plans, consolidations, internal and external reporting (SEC) functions.

Morris Chubb Skills

Due Diligence Mergers Start Ups Finance Medical Devices Venture Capital Corporate Finance Mergers And Acquisitions Business Planning Forecasting Accounting Financial Reporting Managerial Finance Strategy Entrepreneurship Strategic Planning Fundraising Executive Management Financial Modeling Management Business Strategy Product Development

Morris Chubb Education Details

Frequently Asked Questions about Morris Chubb

What company does Morris Chubb work for?

Morris Chubb works for Cb Administrative Services, Llc

What is Morris Chubb's role at the current company?

Morris Chubb's current role is Defer & Mitigate Capital Gains Taxes on Sale of Appreciated Assets - Results: Increase Your ROI on Invested Proceeds.

What is Morris Chubb's email address?

Morris Chubb's email address is mo****@****svc.com

What schools did Morris Chubb attend?

Morris Chubb attended Stanford University Graduate School Of Business, University Of California, Berkeley - Walter A. Haas School Of Business, San Jose State University.

What are some of Morris Chubb's interests?

Morris Chubb has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Environment, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Health.

What skills is Morris Chubb known for?

Morris Chubb has skills like Due Diligence, Mergers, Start Ups, Finance, Medical Devices, Venture Capital, Corporate Finance, Mergers And Acquisitions, Business Planning, Forecasting, Accounting, Financial Reporting.

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  • Morris Chubb

    Partner At Tatum Llc
    Los Altos, Ca
    3
    tatumllc.com, lumend.com, tatum-us.com

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