Founder And Principal
CurrentFor over two decades, I have maintained a consulting practice for both public and private companies in their start-up or restructuring stages. Financial services include;• Business plan development, financial modeling and forecasting.• Budget planning and management.• Real time management reporting and dashboard design.• GAAP compliant financial statement preparation.• Tax planning and preparation.• SEC filings and private placement memorandums.• Accounting system sourcing and implementation.• Capital acquisition including debt and equity financing.• Merger and acquisition services including due diligence.• Coordinate audits for financials, taxing authorities and lenders.• Turnaround and restructuring plans.• Exit strategy planning and execution.Operational services include; • Sourcing and coordination of offshore manufacturing, • Inbound and outbound logistics and distribution, • Customer contact inbound and outbound services, • Payment processing and chargeback management solutions.