Eric Appel Email & Phone Number

Roebuck, South Carolina, Us

Denver, Colorado, Us

o Financial Management: Led five annual audits for the combination/consolidation of seven entities. Implemented new accounting standards (e.g., ASC 606 and ASC 842). Oversaw the preparation/disclosure (for banks, sureties, etc.) of monthly financial statements/backlogs. Prepared annual budgets and monitored expenditures to control costs. Developed KPI and cash flow models for strategic planning purposes.o Tax Mitigation: Performed income/expense timing and fixed asset capitalization analyses to reduce/defer tax liabilities. Worked with consultants to (a) realize $1.1M+ in R&D, ERC, and Enterprise Zone tax credits; and (b) perform a cost segregation study for the acquisition/remodel of a new office building.o Risk Mitigation: Modified the company’s structure/accounting procedures based on arms’ length standards. Managed insurance renewals (including alternative risk finance assessments), audits, and claims. Evaluated developers, lenders, and subcontractors for risk factors. Drafted/maintained corporate documentation (e.g., operating agreements).o Real Estate Development: Created financial models to evaluate prospective properties. Worked with architects, engineers, consultants, utility companies, city officials, et al. to secure development approvals.o Real Estate Investment: Evaluated investments with clients in need of equity funding. For the company’s new office, (a) engaged consultants/inspectors to conduct due diligence studies; (b) secured bank financing; (c) managed FF&E procurement; (d) drafted/negotiated/enforced lease agreements; and (e) oversaw all maintenance contracts.o Other: Managed the company’s vehicle fleet. Oversaw HR activities, which included (a) converting to a Safe Harbor 401(k) Plan; (b) changing the payroll schedule from weekly to semi-monthly; and (c) rewriting the employee handbook.

o Financial Management: Led 5 annual audits for the combination/consolidation of 18 entities. Prepared master, operating, and cash flow budgets for development, habitat restoration, and property improvement activities. Secured new revenue streams by constructing pricing models, developing advertising materials, etc.o Tax Mitigation: Secured conservation easements that resulted in annual tax savings of $300K+.o Risk Mitigation: Led corporate restructuring efforts to (a) prevent lot merging; (b) limit the EIR scope; and (c) reduce property tax liabilities. Secured insurance policies, coordinated insurance audits, and authored the health and safety manual. Implemented key internal control procedures (e.g., capitalization policy and code of ethics).o Real Estate Development: Advanced land use/entitlement planning by coordinating with master planners, engineers, scientists, et al. Created profitability models (NPV, IRR, waterfalls) for various land uses. Worked with government agencies (USACE, USFWS, NOAA, et al.) to (a) plan multi-million habitat restorations and (b) permit a major stream monitoring project.o Real Estate Investment: Constructed financial models to evaluate investment opportunities and development mixes. Analyzed comparable sales and analogous developments to support pricing, rent roll, and other assumptions.o Other: Managed the construction of water wells, roads, structures, et al. Administered contracts totaling $1M+ (i.e., prepared RFPs, evaluated proposals, drafted/negotiated contracts). Devised an inventory management system for on-site nursery/cattle operations. Developed a model for employer 401(k) contributions. Authored the employee handbook.

o Authored an English textbook for business professionalso Developed program curricula and instructional material

o Managed all foreign instructors and created instructional aidso Developed the academy’s inaugural TOEFL class

o Business Plan Compositiono Corporate Structuringo Investment Modelingo Tax Mitigation

Us

o Secured construction loans and created project budgetso Managed construction activities (including site supervision)o Formulated sales strategies and developed marketing materials

Pleasanton, Ca, Us

o Independently managed day-to-day operations for one of the nation's largest manufacturers of construction fastening and anchoring systems, increasing territory sales by 40% in just one year.o Developed and delivered product knowledge seminars, designed and built product display sets and maintained inventory, increasing inventory turnover while reducing stock-outs by 25%.

o Tax Returnso Audito General Accounting

International M.B.A. / M.S. Real Estate & Construction Management

Bachelor Of Arts - Ba, Economics