As the Managing Director at Oui Consulting Group, I leverage over 30 years of experience in M&A and private equity to help growing businesses secure the funding they need to reach the next stage of growth. I specialize in developing and implementing financial strategies with a focus on obtaining flexible loan terms and competitive rates. My expertise in large-scale financing and M&A activities ensures seamless integration and maximizes value creation. By optimizing profitability and cash flow, I position businesses for sustainable expansion, providing strategic financial insights and fostering informed decision-making for long-term success.

Senior financial officer for one of the largest luxury entertainer transportation companies in the US*Nine privately held companies which encompassed: purchasing Prevost shells, designing, building, and leasing coaches to entertainers, bands, crews, etc.*Strategically worked towards developing and implementing new ERP/accounting systems, reports, processes, and procedures (Abruptly interrupted by COVID-19)*Implemented various cost-savings projects and reduced overhead tremendously*Diligently worked on surviving COVID-19 by applying for PPP & SBA funding *Successfully obtained full forgiveness for all PPP funding for 2 companies ~$2M*Implemented various cost-savings projects and reduced overhead tremendously*Completed successful Chapter 12 Bankruptcy (restructured with only reducing senior debt and paying other vendors in full over time) with oversight from experienced attorney and consultants*Worked through smooth transition to hand-off the back-office functions to another family member’s accounting group to add additional cost savings

Consulting in the areas of:Business Intelligence (Solver's BI-360)ERP Systems (Research, Data Migration & Implementation)Controller/CFO (Contract)Mergers & AcquisitionsBusiness Development

Episode Solutions is based on the simple yet powerful principle that physicians are the key to cost-effective, beginning-to-end quality patient care. We believe that with the right expertise, the right support, the right tools and the right partner, musculoskeletal physicians can thrive amid the complex changes that confront healthcare today. *Senior ranking financial executive for an entrepreneurial Nashville based healthcare company with 30 multi-state entities including 13 joint venture companies, a supply chain products purchasing company, an operating/administrative company as well as the holding company*Responsible for day-to-day accounting, cash management, pro-forma projections, vendor relations, contract negotiations, insurance programs, all inter-company allocations/transactions, consolidations, all reporting/financial statements and analyses as well as preparing reports for the BOD*Heavily involved in human resources including payroll and benefits administration*Oversee annual audits with large regional CPA firms and tax preparation with Kraft & Company CPA's for over 30 entities

*Led acquisition opportunities resulting in 18+ successful deals*Obtained attractive debt facilities for growth and responsible for debt compliance*Provided oversight, vision and support growing company from annual revenues of $6M to $300M*Developed business plans including 5 year detailed financial projections*Provided cash flow planning and managed AR/AP functions to ensure availability of funds*Orchestrated 20+ integrations and migrations from various key accounting software into Dynamics Great Plains utilizing Nolan Intercompany and Nolan Advanced Bank Reconciliation programs*Prepared financial statements and performed other “CFO” functions*Developed and set up accounting/finance department, hired and trained employees*Furnished tax preparers with “entry ready” tax information for timely completion of all tax returns

*Selected as “turnaround specialist”/ “sweat-equity” partner in the magazine publishing company and its subsidiaries*Published five national magazines with combined circulation of 425,000*Managed a distribution company with more than 600 accounts and over $1 million in revenues *Participated in all aspects of the businesses including development of business plans with an emphasis on finance and operations

*Partner in the start-up private equity firm*Participated in all aspects of the investment process, which included screening, analyzing new deals and performing due diligence procedures*Performed “CFO” functions for Mass Ventures LLC, Peregrine Ventures, LLC, The Althexis Company, Inc., Averick.com Web Design, and American Computer Experience, Inc.*Prepared 3 to 5 year financial projections and plans for start-up companies (which include the above listed companies) as well as others for potential investments*Oversaw investments, advised in day-to-day operational issues and worked with “Big 5” firms on audit and tax issues*Created financial model which uses a bottoms-up approach for projecting future cash flows and other useful/critical financial information

*Administrated and supervised all accounting and operating functions (FCC Rate Compliance, Budgeting, Financial Statements, Cost Controls, Internal Audits, Supervision of Employees and Employee Benefits)*Supported and intimately involved in negotiations of two transactions selling multiple cable systems consisting of 53,000 subscribers*Directly responsible for calculating sale closing and post-closing adjustments*Directed and supervised Deloitte & Touche on annual audits and tax returns*Negotiated the senior debt facility of $28,000,000*Responsible for all bank relations and debt compliance*Instrumental in special projects and analyses aiding in critical business decisions*Calculated cable subscriber rates per the newly imposed FCC regulations*Prepared responses to FCC for rate complaints (calculations and write-up)*Transferred corporate office functions to the newly established Connecticut corporate office (also trained new staff on financial and corporate matters)*Reorganized staff upon departure of CFO in January 1992 and assumed CFO responsibilities through tenure

*Responsible for all business aspects of companies for absentee owner*Exclusive distributor for various beverages in Atlanta and surrounding areas*Managed inventory levels and various operating roles as well as controller responsibilities

*Developed policies and procedures for accounting staff including financial analyses*Produced financial statements for 15 partnerships and consolidated*Supervised accounting department consisting of 14 employees*Performed internal audits in field offices and supervised “Big 5” annual audits*Overall responsibility for general ledger accounting, accounts receivable, accounts payable, data processing, multi-state payroll, insurance, and office administration

*Auditor for sales tax, business tax, miscellaneous tax, beer tax and liquor by the drink tax for West Tennessee*Promoted within one year of employment from Tax Auditor I to Tax Auditor II