Scott Leach Email and Phone Number
Las Vegas, NV, US
Scott Leach's Location
Las Vegas, Nevada, United States, United States
Scott Leach's Contact Details
Scott Leach work email
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Scott Leach personal email
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Scott Leach phone numbers
About Scott Leach
BDO Capital Advisors LLC. - ESOP Advisory - advises middle market shareholders on exit/liquidity strategies through deep structuring, tax, and cash flow analyses for the company and exiting owners. While we specialize in ESOP leverage buyouts, we also advise companies contemplating a dividend recapitalization, traditional M&A, or other strategic alternatives. Our advisory services include feasibility and tax analyses, debt capital raises, M&A comparative analyses, to negotiating terms with all parties to the transaction. With the backing of BDO USA LLP dedicated National Tax Office and Global Employer Services professionals, we deliver measurable results and exceptional client service.
Scott Leach's Current Company Details
Scott Leach Work Experience Details
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Managing DirectorBdo Capital Advisors, LlcLas Vegas, Nv, Us
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Managing DirectorBdo Capital Advisors, Llc Aug 2024 - Present -
DirectorBdo Capital Advisors, Llc Jul 2022 - Aug 2024
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Senior Manager, Esop Advisory ServicesBdo Usa, Llp Sep 2020 - Jul 2022BDO ESOP Advisory Services advises middle market shareholders on exit/liquidity strategies through deep structuring, tax, and cash flow analyses for the company and exiting owners. While we specialize in ESOP leverage buyouts, we also advise companies contemplating a dividend recapitalization, traditional M&A, or other strategic alternatives. Our advisory services include feasibility and tax analyses, debt capital raises, M&A comparative analyses, to negotiating terms with all parties to the… Show more BDO ESOP Advisory Services advises middle market shareholders on exit/liquidity strategies through deep structuring, tax, and cash flow analyses for the company and exiting owners. While we specialize in ESOP leverage buyouts, we also advise companies contemplating a dividend recapitalization, traditional M&A, or other strategic alternatives. Our advisory services include feasibility and tax analyses, debt capital raises, M&A comparative analyses, to negotiating terms with all parties to the transaction. With the backing of BDO’s wholly-owned investment bank, BDO Capital Advisors, LLC and BDO’s dedicated tax technical professionals, we deliver measurable results and exceptional client service. Show less -
Senior ConsultantThe Beyster Institute At The Rady School Of Management Nov 2017 - Sep 2020La Jolla, Ca• Financial consultant—work with small and mid-market firms to provide liquidity to shareholders and capital ownership to their employees through Employee Stock Ownership Plans (ESOPs), and other vehicles, such as stock options, restricted stock, and synthetic equity programs.• Perform needs assessments with clients and quarterback our engagements while working with and building relationships with bankers, attorneys, Trustees, CPAs, and other professionals to ensure optimal outcomes… Show more • Financial consultant—work with small and mid-market firms to provide liquidity to shareholders and capital ownership to their employees through Employee Stock Ownership Plans (ESOPs), and other vehicles, such as stock options, restricted stock, and synthetic equity programs.• Perform needs assessments with clients and quarterback our engagements while working with and building relationships with bankers, attorneys, Trustees, CPAs, and other professionals to ensure optimal outcomes. • Responsible for the Beyster Financial Model, optimizing client workflow, and updating current product offerings.• Perform advanced transaction modeling, conduct industry research, data aggregation and analysis, perform business valuations, sensitivity analysis of operations, and simulate outcomes in multiple scenarios to optimize cash flows and tax benefits.• Produce written reports and effectively communicate complex financial and legal concepts to clients in-person and through web conferences.• Leverage banking relationships to effectively communicate and structure loan packages to secure financing for management and ESOP buy-outs.• Assist clients in developing effective corporate governance as their business transactions from a closely held private company to one with a broader ownership base. • Benchmark and analyze executive compensation while providing written recommendations to the Board’s compensation committee. Show less -
Business Performance AdvisorInsperity Feb 2017 - Nov 2017Greater San Diego AreaAs a Business Performance Advisor with Insperity I have the pleasure of helping some of the best small businesses find greater success, become more efficient and focused with their core business goals. I am exceptionally passionate about helping connect people and building fantastic long term relationships with other professionals. Over my 15 year career, I've had the privilege of supporting clients as they grow from small businesses into mature and thriving organizations. -
Vp, Business Development OfficerBank Of Southern California Jul 2015 - Jul 2016Greater San Diego AreaBusiness Banking, Business Lending, Cash Management, Equipment Financing, Working Capital Lines, Real Estate lending, SBA 504 and 7a, Home Equity Lines, Deposits, etc. -
Business Development OfficerCiti Mar 2014 - Jul 2015North Orange County-Provide small business deposit and lending solutions for clients in 14 banking centers in North Orange County. -Extensive outbound and networking activities to source new clients. -Present lending solutions including working capital lines of credit, business installment loans and commercial real estate. -Work with high net worth business clients to identify credit, cash management and other various banking needs. -
Mortgage Loan SpecialistBank Of America Jul 2013 - Feb 2014Carlsbad, Ca-Identified home lending opportunities working in multiple banking center locations. -Networked with top realtors to source new purchase business and refer existing bank clients to solidify relationships with high value centers of influence. -Reviewed business and personal tax returns to accurately underwrite files before completing application. -Worked closely with banking center associates to refer additional banking opportunities to deepen the client banking relationship. -
Business Certified Personal BankerCiti May 2008 - Jun 2013Encinitas, Ca-Present business lending solutions to increase profitability and provide working capital for various business needs. Review client Profit & Loss, business tax returns and balance sheets to determine correct course of action and decide which business lending product best suits customer needs. Involve strategic partners as needed to meet more complex business lending needs-Review client’s retirement needs and determine best financial solution based on client age, income needs, projected… Show more -Present business lending solutions to increase profitability and provide working capital for various business needs. Review client Profit & Loss, business tax returns and balance sheets to determine correct course of action and decide which business lending product best suits customer needs. Involve strategic partners as needed to meet more complex business lending needs-Review client’s retirement needs and determine best financial solution based on client age, income needs, projected age of retirement and risk tolerance. Make appropriate referrals to branch partners as necessary for best client experience-Worked closely with operations manager to review branch paperwork and business files to prevent audit risk-Consistently ranked in top 10% nationally and worked for #5 branch in the nation in 2012 Show less
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AuditorLance P. Abbott Cpa Mar 2006 - Jan 2008Cardiff, Ca-Performed real estate franchise audits for top clients such as Prudential Realty and maintained a working portfolio of audit clients in over 40 states.-Reviewed client financial data from various accounting software including Quickbooks and Peachtree-Determined integrity of numbers reported with approved company audit methods-Reconciled all loan closing data from profit & loss to compare to data provided to Prudential in order to determine all franchise fees owed had been paid… Show more -Performed real estate franchise audits for top clients such as Prudential Realty and maintained a working portfolio of audit clients in over 40 states.-Reviewed client financial data from various accounting software including Quickbooks and Peachtree-Determined integrity of numbers reported with approved company audit methods-Reconciled all loan closing data from profit & loss to compare to data provided to Prudential in order to determine all franchise fees owed had been paid based on franchise agreement. Reviewed additional accounts to determine if any qualifying closing transactions were placed into incorrect income accounts-Evaluated data from audits to calculate franchise fees and late fees based on qualifying transactions that were not reported.-Prepared audit findings and presented paperwork to franchise owner or accountant for review. Made suggestions on how to improve internal controls to protect against missing data in future audit visits. Show less
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Client Financial AnalystCiti Feb 2004 - Feb 2006Solana Beach, Ca-Served as a Series 6 and Series 63 licensed banker. Used bank financial analysis tools to enter client data and structure a financial plan to meet various lending and investment needs.-Licensed as a life insurance agent. Sold insurance products to protect client assets and provide financial assurance in case of a major life event-Provide solutions to customers regarding consumer unsecured lending, business lending, mortgage lending and other consumer credit needs
Scott Leach Skills
Credit
Banking
Loans
Credit Analysis
Commercial Banking
Finance
Retail Banking
Mortgage Lending
Consumer Lending
Commercial Lending
Small Business Lending
Lines Of Credit
Credit Risk
Deposits
Loan Origination
Cash Management
Employee Stock Ownership Plan
Equity Compensation
Scott Leach Education Details
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Certified Equity Professional Institute -
Economics
Frequently Asked Questions about Scott Leach
What company does Scott Leach work for?
Scott Leach works for Bdo Capital Advisors, Llc
What is Scott Leach's role at the current company?
Scott Leach's current role is Managing Director.
What is Scott Leach's email address?
Scott Leach's email address is sc****@****bdo.com
What is Scott Leach's direct phone number?
Scott Leach's direct phone number is +195124*****
What schools did Scott Leach attend?
Scott Leach attended Santa Clara University Leavey School Of Business, University Of California, San Diego.
What skills is Scott Leach known for?
Scott Leach has skills like Credit, Banking, Loans, Credit Analysis, Commercial Banking, Finance, Retail Banking, Mortgage Lending, Consumer Lending, Commercial Lending, Small Business Lending, Lines Of Credit.
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