David Seligman Email & Phone Number

• Work with businesses and individuals to develop and implement performance improving financial, operating and business strategy.
• Provide financial planning services to individuals and families on a fee only basis. The services I offer can be specific to a particular need or can be a comprehensive plan addressing:
• Investment Strategies
• Insurance Needs Analysis
• Retirement Planning
• Charitable Gift Planning

• Novelty, Inc. is a creator, importer and distributor of high impulse items merchandised in over 10,000 convenience stores in 30 states. This privately owned business had sales exceeding $75 million in 2000 and employed.
• Led sales, operations, finance, human resources and all administrative areas of this entrepreneurial, high growth business.
• Designed and implemented new operating and financial procedures and systems enabling the company to provide exceptional execution of current business activity while absorbing new business at an accelerating rate.

• Macmillan, formerly a publishing unit of Viacom, Inc., grew from $48 million to $450 million in annual sales and 170 to 1,300 employees during my tenure to become one of the world’s largest reference publishers.
• Developed and led the financial and operating areas of the business. Areas of responsibility included accounting, budgeting and planning, cash management, business development, strategic planning, information systems.
• Led two acquisitions and three mergers that collectively contributed $140 million in annual sales and $18 million in annual profit. Identified strategic benefits of the transactions, directed financial analysis and due.
• Presented Macmillan to prospective buyers and worked with investment bankers and financial lenders to complete the sale of the business to Pearson Education for $860 million.
• Initiated discussions and negotiated significant vendor agreements to improve quality, service and lead times while reducing the cost of services and products purchased by $5 million per year.
• Instrumental in growing Macmillan’s annual international sales to over $100 million by negotiating attractive pricing programs, expanding direct sales initiatives, and designing and implementing creative promotional.

• Mayflower is a worldwide moving and storage company with sales in 1989 of $475 million.
• Led the financial and operating areas of the business. Areas of responsibility included accounting and financial reporting, budgeting and forecasting, strategic planning, credit and collections, vehicle licensing and.
• Prepared valuation models and financial forecasts to support a management led LBO of this publicly traded company.
• Key participant in the design and execution of a turnaround strategy for a strategic operating unit of the business. In five years, annual sales grew from $25 million to $65 million producing a profit of $7 million per.

Led audit engagements and provided consulting services to a variety of clients.

Bs, Management

Cpa & Cfp(R)