Laurence Sarner

Laurence Sarner Email and Phone Number

President and CEO, Registered Rep @ Sarner Financial
Boston, MA, US
Laurence Sarner's Location
Greater Boston, United States, United States
Laurence Sarner's Contact Details
About Laurence Sarner

I’m a creative financial consultant and entrepreneur. Originally starting out as a Big Four CPA (with PwC), I eventually became a CFO of different companies and currently consult in those same types of environments. What makes me unique is that I have been a founder or co-founder of different businesses. Thus, I know the struggles of startup and emerging businesses inside and out as a first hand participant. I add value with my collective experience and function very well in the “nitty gritty” in addition to big picture tasks.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. www.finra.org; www.sipc.org Investment advisory services offered through Avantax Advisory Services℠ Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.

Laurence Sarner's Current Company Details
Sarner Financial

Sarner Financial

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President and CEO, Registered Rep
Boston, MA, US
Website:
sarnfin.com
Employees:
3
Laurence Sarner Work Experience Details
  • Sarner Financial
    President And Ceo, Registered Rep
    Sarner Financial
    Boston, Ma, Us
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  • Sarner Financial
    President & Ceo
    Sarner Financial 2004 - Present
    Brookline, Ma, Us
    Run a financial services firm specializing in outsourced CFO services, tax compliance/planning, and insurance and employee benefits. Using state of the art technology stacks consisting of Intuit® products and its app extensions, we build and run 21st century accounting systems for our clients. As a platinum level Advanced Certified ProAdvisor in QuickBooks Online, we have strong partnerships with app companies in the QuickBooks technology ecosystem such as Gusto, Veem, Method CRM and Clio.Primary industries serviced include:• Startups, especially very early stage (initial seed round)• Law practices• Franchise businesses• Non-profit organizations• Movie producers
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  • Kayllan Publishing
    President
    Kayllan Publishing 2012 - Present
    Specialize in publishing, distributing and selling print on demand books, e-books and specialty publications for a variety of industries.
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  • Eatopia Food Corp.
    President & Ceo
    Eatopia Food Corp. Nov 2008 - Present
    Us
    Own intellectual property of former Eatopia Express.
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  • Augros Cosmetic Packaging Sa
    Chief Financial Officer
    Augros Cosmetic Packaging Sa Feb 2003 - Feb 2004
    Hired by a publicly traded French holding company to serve as the interim CFO of their US division, I was responsible for restructuring and turning around the company against a challenging environment in the injection molding industry.Major Accomplishments:• Renegotiated terms of $4.28 million asset based line of credit with Washington Mutual. Brought loan covenants back into compliance and sold turnaround plan to a group of stakeholders that included bank, board of directors and major creditors.• Applied for and received over $1 million in federal and state tax credits, taking advantage of current legislation.• Underutilized functionality in ERP system (IQMS) was exploited so that bankers could see daily balance of receivables and inventory as required by line of credit agreement. Company was brought back in formula, and through careful financial management, borrowing was brought to a more manageable level commensurate with reduced sales level.
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  • Publicis Sapient
    Sarbanes Oxley Consultant
    Publicis Sapient 2004 - 2004
    Boston, Massachusetts, Us
    I worked on the consulting team responsible for Sapient’s Sarbanes-Oxley (SOX) Section 404 readiness, evaluating the integrity of the internal control environment prior to assessment by the external CPA firm.Major Accomplishments:• Performed SOX controls review of British subsidiary under very tight deadlines with a limited budget. Managed four Robert Half contractors.• Developed audit testing standards by interpreting 400 pages of guidance developed by PriceWaterhouseCoopers. (SOX implementation was in its infancy at that time and standards were still somewhat fluid.)
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  • Eatopia Express Llc
    Cfo/Co-Founder
    Eatopia Express Llc 2001 - 2004
    Developed vegan quick service restaurant concept and private labeling venture with limited startup capital. Menu received accolades in many vegetarian and vegan websites. Venture was developed around ideals of environmental sustainability and wellness.Major Accomplishments:• Renegotiated payment terms with vendors resulting in self-sustaining cash flow and avoidance of external borrowing.• Successfully implemented many cost containment strategies such as portion control techniques, headcount limitations per shift, and loss control systems (both cash and inventory). This was especially important against the background of a costly organic food cost environment and generating acceptable gross profit margins.
  • Converge
    Project Manager
    Converge Sep 2000 - Aug 2001
    Peabody, Ma, Us
    Converge was a collaboration of 16 high tech companies that seeded startup funds for development of supply chain solutions for trading electronic components.Major Accomplishments• Developed several sub-applications that centered on functionality for an online exchange for trading computer and electronic components.• Significant cultural, language and business challenges were met and overcome in developing functional requirements for foreign users in Japan.
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  • Sas
    Project Manager
    Sas May 2000 - Sep 2000
    Cary, Nc, Us
    Built a complex merchandise planning and analytics software package for Amazon.com, MarketMax’s marquis customer. (Note: MarketMax was later acquired by SAS Institute).Major Accomplishments:• Delivered a cutting edge, intranet based application which had a familiar spreadsheet type interface written in Java, thus making it very user friendly.• Beat project deadlines and exceeded management's expectations using Agile software development methodology.
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  • Saic
    Project Manager
    Saic May 1998 - Jan 2000
    Reston, Va, Us
    I managed the development of a web based application for online purchasing of goods and services by a number of agencies with the Commonwealth of Massachusetts. This was a high profile project and was eventually showcased to National Association of State Purchasing Officials at their annual convention as an example of the future of government procurement.Major Accomplishments:• Pushed technologies and software to the limit to find creative “out of the box” ways to ensure delivery of required functionality specified in contract.• Managed client expectations carefully and renegotiated contract when possible. Developed a strategy of offering “extras” that were not in original contract to compensate for any functionality that could not be delivered in its entirety due to technology limitations.• Maintained high morale and sense of accomplishment to a project team consisting of over 10 members.• Managed a complex partnership of three major companies (Motorola, Citibank, and Microsoft) who were all stakeholders in the success of the project and whose technologies were showcased in the final deliverable.
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  • Kaspien
    Senior Financial Advisor To President/Ceo
    Kaspien Apr 1996 - Apr 1998
    Spokane Valley, Wa, Us
    I served as a business advisor and CFO to a group of companies and investment entities associated with Kaspien, formerly known as Trans World Entertainment (NASDAQ: TWMC), and had responsibility for their daily operations. The majority of the entities were owned by the CEO, and as such, required compliance with SEC related party disclosures.Major Accomplishments:• Turned around many underperforming real estate properties that were in disarray and poorly managed by focusing on those with development potential. Applied for state and federal tax credits in conjunction with minority business partner and marketed one of the developments to planning commission and other town officials. Renegotiated terms of several credit facilities and loan agreements so as to better mirror our development timelines.• Streamlined accounting systems for a number of companies to allow for quick and accurate reporting and facilitating financial communication with outside CPA firms and business partners.
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  • Advanced Financial Systems, Inc.
    President
    Advanced Financial Systems, Inc. Feb 1994 - Apr 1996
    Provided interim CFO services to clients in a variety of industries. Often times assignments involved finding solutions to complex problems rather than simply managing controllership/accounting processing functions.Major Accomplishments:• New factoring company capitalized through a public shell corporation was seeking acquisition candidate to supplement its organic growth. While interim CFO, I assisted in the identification of eventual sale to a privately held company in Chicago and handled transition, inclusive of merging back office operations, de-listing off NASDAQ and investor communications.• While consulting CFO to an ambulatory center and affiliated hospital, I revamped their accounting system and back office operations, resulting in significant improvement in financial reporting, and subsequently, higher collection rates of patient receivables.
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  • Disney Consumer Products
    Latin America Summer Intern
    Disney Consumer Products May 1992 - Aug 1992
    Glendale, California, Us
    Performed valuation and business analysis of Mexican record licensee. Worked extensively with Latin American Disney clothing and toy licensees and administered and enforced royalty agreements.
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  • Taco Bell
    Franchise Financial Analyst
    Taco Bell Oct 1990 - Aug 1991
    Irvine, Ca, Us
    Worked as part of a development team in opening new franchise units in a rapidly growing Mexican fast food chain.
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  • Pepsico
    International Internal Auditor
    Pepsico Aug 1988 - Oct 1990
    Purchase, New York, Us
    Spent twenty-six months abroad traveling to international offices, manufacturing plants, and distribution centers in eighteen countries analyzing financial systems and operations for efficiency and control opportunities.
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  • Pricewaterhousecoopers
    Staff Auditor
    Pricewaterhousecoopers Aug 1986 - Aug 1988
    Gb
    Performed accounting, tax, and consulting services for clients in various industries including real estate, insurance, banking, and telecommunications.
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  • Bp Amoco
    Accounting Summer Intern
    Bp Amoco May 1985 - Aug 1985
    London, England, Gb
    Worked in accounting group in Tulsa, OK as a summer intern prior to my senior year of college. Primary project involved quantifying receivables and enforcing collections of partners in joint venture oil drilling projects.
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Laurence Sarner Skills

Start Ups Finance Strategy Business Strategy Financial Analysis Business Analysis Business Development Business Planning Management Forecasting Strategic Planning Leadership Marketing Entrepreneurship Executive Management Mergers And Acquisitions Due Diligence Consulting Project Management Analysis Investments Team Building Budgets Financial Modeling Management Consulting Venture Capital Sales Managerial Finance Accounting Risk Management Portfolio Management Corporate Finance Negotiation Competitive Analysis Banking Auditing Strategic Financial Planning Process Improvement Cross Functional Team Leadership Business Process Improvement Private Equity Erp Acquisition Integration Corporate Development Strategic Partnerships Valuation Internal Audit Small Business Tax Preparation

Laurence Sarner Education Details

  • The Wharton School
    The Wharton School
    Entrepreneurial Management
  • Texas Mccombs School Of Business
    Texas Mccombs School Of Business
    Accounting
  • St. Mark'S School Of Texas
    St. Mark'S School Of Texas
    High School

Frequently Asked Questions about Laurence Sarner

What company does Laurence Sarner work for?

Laurence Sarner works for Sarner Financial

What is Laurence Sarner's role at the current company?

Laurence Sarner's current role is President and CEO, Registered Rep.

What is Laurence Sarner's email address?

Laurence Sarner's email address is la****@****enn.edu

What is Laurence Sarner's direct phone number?

Laurence Sarner's direct phone number is +121589*****

What schools did Laurence Sarner attend?

Laurence Sarner attended The Wharton School, Texas Mccombs School Of Business, St. Mark's School Of Texas.

What are some of Laurence Sarner's interests?

Laurence Sarner has interest in Children, Economic Empowerment, Politics, Environment, Animal Welfare, Health.

What skills is Laurence Sarner known for?

Laurence Sarner has skills like Start Ups, Finance, Strategy, Business Strategy, Financial Analysis, Business Analysis, Business Development, Business Planning, Management, Forecasting, Strategic Planning, Leadership.

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