Provide financial consulting services. Significant engagements include:• Provided interim CFO services to a $35M PE-backed SaaS company experiencing some financial disorganization. Dug in and provided insight into financial results and cleanup of financial records, gaining confidence of the BOD and exec team. Led efforts for first ever client price increase and cost reductions. Performed mid-year reforecast and hit the numbers for the full year.• Provided interim fractional CFO services to a $6M PE-backed SaaS company in a turnaround situation. Identified “hidden” drivers of cash flow deterioration, developed plans to improve cash flow, assisted in closing sales / renewals with increasing pricing, and managed significant staff turnover.• Provided interim fractional CFO services to a $10M healthcare IT company transitioning to a SaaS business and developed financial model and forecasts, KPI’s, SaaS metrics, and Board reporting package. Played a leading role in successful sale of the business to a small public company.• Assisted a $16M international fintech SaaS company to transition to private equity ownership by working with their team to develop budget, KPI’s, recurring revenue and churn analyses, cash flow management process, Board reporting package, and hiring plans and related metrics.• Assisted a healthcare company in their successful $68M IPO by working with attorneys, accountants, and client personnel in resolving SEC comments and accounting matters. • Assisted a $20M healthcare company in their successful sale by assisting with review and cleanup of financial records. As part of the cleanup, identified and assisted in recovery of $300,000 of duplicate vendor payments and $750,000 of old receivables.

Private Equity-backed SaaS business engaged in providing a platform for high-end residential real estate agent teams to generate and manage leads. Commissions, Inc was acquired by Fidelity National Financial, a Fortune 500 company.• Played major role in sale of the company for 6x value increase in just over a year. Worked closely with investment bankers, attorneys, and owners and led due diligence procedures. • Identified and helped secure over $700K of tax credits.• Developed procedures to improve insight into financial results and client churn.• Worked with national CPA firm to complete company’s first audit with no audit adjustments.

Private Equity-backed firm engaged in manufacturing, selling, and servicing systems for automated distribution of hospital scrubs and linens. IPA was acquired by Roper Industries, Inc., a Fortune 500 company.• Played major role in sale of the company for 25% more than the expected price. Worked closely with investment bankers, attorneys, and owners and led due diligence procedures with potential acquirers. • Developed procedures to properly recognize revenue for complex multi-element transactions.• Identified and led remediation plan for state, local, and international tax issues.

Riverside is a leading private equity firm focused on the lower end of the middle market. Worked with portfolio company CFO's and management teams to grow at above-market rates, improve operational efficiency, integrate acquisitions, and generally increase financial performance and value.• Developed plan with deal team and company leadership of the largest portfolio company to reduce expenses by 10% and increase EBITDA by 20% or $6M. • Led team at largest portfolio company to reduce past due accounts receivable by 20%, increasing liquidity by over $6 million.• Developed turnaround plan for another portfolio company to increase revenue and reduce costs resulting in doubling EBITDA to over $2M.

Private Equity-backed firm engaged in brokering used IT and data center products as well as providing third-party maintenance and related services. Sold company to Avnet.• Played major role in sale of the company resulting in PE firm doubling their money over the three-year hold period. Worked closely with investment bankers, attorneys, and owners and led due diligence procedures with potential acquirers. • Assisted in development of strategies and controls resulting in doubling EBITDA to $8M.• Aggressively managed working capital resulting in 22% decrease in days of net working capital, freeing up $2.3M of cash.• Negotiated $10M credit agreement during difficult circumstances as well as $13M renewal resulting in extended term, lower rates, relaxed covenants, and increased flexibility.• Established formal budgeting and management reporting processes resulting in improved communication among various stakeholders.• Developed processes and procedures to manage numerous inventory issues.• Worked with CEO and PE firm on review and due diligence procedures for several acquisition candidates as well as other business initiatives.

Software company that develops, sells and services software products designed for managing customer contact centers.• Led two rounds of due diligence with private equity firms related to $30M capital raise.• Led due diligence on a potential acquisition and identified several issues with the target which led to abandoning the deal and saving the company $9M.• Managed an audit of $20M in support billings and developed a process to ensure renewals were tracked and increased appropriately resulting in additional revenue of $200K.• Established procedures for collections of receivables and reduced past dues by $400K or 42%.• Identified transfer pricing issues and nexus issues related to sales/use and corporate income taxes and led efforts to bring the company into compliance.

Venture-backed professional services consulting firm serving the wireless industry. Managed the financial and administrative functions. Sold company to VeriSign and led transition of financial function to VeriSign.• Transitioned finance department from San Diego to Alpharetta, including hiring 16 new staff, reducing overall department headcount by 30% and improving effectiveness.• Improved processes and internal controls resulting in significant reduction in billing errors and vendor payment errors.• Re-engineered monthly closing process reducing time to close from 30 to 5 days while improving accuracy.• Led cleanup of financial records and processes, including completion of annual audit 6 months faster than the previous year.• Developed a high-performing, cohesive team during an 18-month period of continuous change, which included a relocation and acquisition. Exceeded retention expectations.

Software company and Premier IBM Business Partner that develops, sells and services software products designed for the high-end hospitality and imaging industries. Sold company to Agilysys.• Co-managed sale of the company at almost double the expected price (all cash). Worked closely with investment banker in preparation of marketing materials and led all due diligence procedures with potential acquirers, including both private equity and strategic buyers. • Developed cash flow procedures which reduced borrowings under line-of-credit from constant temporary over-advances to none within 6 months.• Led integration of 2 companies acquired by IAD within a 45-day period. Also, reviewed additional potential acquisitions that were not consummated.• Developed operating plans and helped manage growth in sales, profitability and balance sheet strength with no external financing. Grew sales 50%, increased gross margin-to-sales by 50%, tripled operating cash flow-to-sales, and doubled total assets and equity. At the same time, reduced admin headcount by 25%.

A privately-held product development and engineering consulting firm. Responsible for all financial and administrative functions.