Jerry Morey Email & Phone Number

San Clemente, California, United States

Morey CPA & Associates, Inc. is dedicated to providing accounting, bookkeeping and tax solutions that fit the needs of small businesses and individuals. As a local Orange County, CA CPA firm our office is conveniently located and we offer personal service at competitive rates.

19800 Macarthur Blvd., Suite 820, Irvine, Ca 92612

Hardesty, LLC is a national professional services firm that provides on-demand financial management executives to companies ranging from emerging growth to large public entities through a variety of flexible offerings. Our firm provides professional CFOs, treasurers, controllers and other financial management with deep operational management expertise.Interim Chief Financial Officer from March 2012 to June 2014 for American Career College & West Coast University.

Provided leadership and controls and developed strategy with the executive management team.Accounting, Financial Reporting & Compliance Responsibilities:•Reviewed quarterly financials, annual business plans & budgets with board of directors, capital committee and audit committee.•Reviewed monthly financials and budgets with private equity firm. •Reduced financial statement close process from 10 to 3 business days.•Created financial package and dashboards for… Show more Provided leadership and controls and developed strategy with the executive management team.Accounting, Financial Reporting & Compliance Responsibilities:•Reviewed quarterly financials, annual business plans & budgets with board of directors, capital committee and audit committee.•Reviewed monthly financials and budgets with private equity firm. •Reduced financial statement close process from 10 to 3 business days.•Created financial package and dashboards for monitoring key KPIs to drive growth.•Implemented, documented and monitored internal controls and accounting processes.•Developed internal audit department and continuous improvement of processes.•Hired, trained, and motivated financial team to add value across all functions in the company.Private Equity/Banking/Corporate Financing Activities:•Secured a $20M credit line from Bank of America, and €5M for Europe from Fortis Bank.•Secured $13M of term debt from Bank of America.•Negotiated a $50M acquisition facility in 2009 as part of the sale to Alticor.•Negotiated $11M of private equity funding. •Negotiated a $25M debt facility from Comerica Bank.Merger & Acquisition Activities:•Led the negotiations for acquiring Catalina Lifesciences(online market leader in nutrition to Bariatric Surgery patients with $13M in revenue).•Led sale of the company to Alticor (Amway) in 2009 taking an initial stake of 60%. •Spun-off and sold 28.5% of a biotechnology unit (KinDex Therapeutics). •Led the negotiations and acquisition of Biodynamics & Special Nutritional Europe in Belgium (a mfg & distribution co with €16M in revenues)•Acquired & negotiated the purchase of Euro Nutri in Netherlands (a distribution company with €2.5M in revenues).•Completed the acquisition of Health World Ltd in Australia (a mfg & distribution company with $30M in revenues).•Led the negotiations and acquisition of HealthComm (a R&D and mfg company with $16M in revenues) in WA •Completion of five distributor acquisitions. Show less

Cincinnati, Oh

Manufacturer & Wholesaler of lumber & stair parts which grew from $16M to $30M in revenue.Provided financial and accounting leadership and assisted CEO in strategy and oversight of operations.•Arranged lines of credit and fixed asset loans.•Acquired Quality Wood Supply and 180,000 square foot manufacturing plant in Cincinnati, OH.

Newport Beach, Ca

Lesley, Thomas, Schwarz & Postma, Inc. is a full service certified public accounting firm dedicated to providing a full spectrum of customized accounting and advisory services to solve business problems and achieve the goals of the business.