Mark Schulz Email & Phone Number

Orange County, California Area

Provides fractional, interim or project based CFO support to owners of and investors in middle-market companies.Particular expertise in: (1) Real estate, technology, service, and environmental companies; (2) Business Intelligence, financial planning and analysis, accounting and ERP systems development and implementation, strategic planning, corporate development and market analysis; (3) Mergers, acquisitions and divestitures, capital sourcing and asset management. Representative Assignments:• Consulted with executive management on the development of a Job Description for the role of VP Finance and IS. Participated on the first and second round interview team• Developed the Requirements Document in support of the ERP and CRM Implementation for a national middle-market manufacturer. Participated as an ongoing advisor to the Implementation Team• Updated and enhanced the short-form pro-forma modeling for project acquisition purposes for a multi-family real estate investment fund manager. Developed a long-form acquisition model and a fund level forecasting model as well as a set of fund level, and investor level, IRR models• Fractional CFO assignment for an asset management and investment firm with an initial $100,000,000 fund focused on strategic and financial opportunities in the retail industry• Fractional CFO assignment for an urban infill developer of mixed-use, mixed-income projects• Preparation of an offering memorandum to raise financing for a new restaurant in New York City being created by one of the city’s highest rated existing restaurants

Owner operator of 23 assisted living and memory care communities in California and Washington. Managed Finance, Accounting and Tax, Risk Management, Legal, IT, Corporate Administration, Institutional Investor, Lender and Audit Relationships. Accomplishments:• Led the transaction support team with document preparation and review, forecasting, modeling and due-diligence/data room management in connection with $1.3 Billion of asset sales• Developed and maintained multi-asset institutional waterfall• Developed and maintained project acquisition pro-forma models• Created and staffed an FP&A department• Led the development of a financial and operational data warehouse and BI system• Managed the IT affairs across the communities, regional and corporate offices• Managed the regular reporting to Institutional Investors and Lenders• Managed the accounting and tax affairs at the community and corporate levels• Converted the 2200 employee organization to self-insured for Worker’s Compensation

Land entitlement and development company with active projects in California, Nevada and Arizona. Responsible for land acquisition, pro-forma modeling, Joint Venture structuring, Institutional Investor and Lender Relations and Reporting. Accomplishments:• Institutionally financed 12 projects with $153 million in equity and placed $16.5 million in land loans• Achieved total debt and equity commitments of $254 million from multiple institutional investors• Designed and documented three programmatic joint ventures with $135 million in forward commitments• Managed the production and negotiation of property and financing transactional documents• Incorporated standardized production of investor materials and electronic data room• Oversaw development of an institutional grade back office and investor reporting systems.

National Internet professional services firm focused on developing unique interactive solutions primarily for the large corporate marketplace. Served as Corporate Secretary and Treasurer, and as a Director. Responsible for Finance, Accounting and Tax, Corporate Development, Legal, IT, Corporate Administration, and Human Resources. Equity investor. Accomplishments:• Co-managed growth from less than $1 million to over $42 million annually (in 4 years)• Built a Corporate Development department and completed 6 acquisitions - included strategy, target identification, valuation, negotiation, due diligence and transaction documentation• Raised over $44 million in 6 separate financing events - included preparation of business plans, creation of financial models, presentations, negotiation and documentation• Completed S1 for Initial Public Offering filing (although not filed due to market conditions), completed parent and subsidiary audits for current and prior years, managed underwriter process and handled analyst conference calls• Negotiated a $20 million contract with a Fortune 50 customer that included a $10 million equity investment• Oversaw market analysis, competitor analysis and comparative operating metrics analyses• Implemented Oracle financial and project accounting systems, multi-location management reporting and enterprise wide project management system to prepare company for public reporting requirements