Managing Member
CurrentCFO & financial reporting services to emerging growth & mid-size businesses, including:- SEC reporting assistance (Form 10-K, 10-Q, S-1, 8-K)- Initial Public Offerings, Private Placements, SPACs- Audit preparation & accounting assistance- Corporate tax assistance- M&A due diligence assistance- Debt financing assistance- Turnaround assistance- Financial modeling- Cash flow & profitability forecasting- Systems implementation & integration- Complex projects, including extreme 'clean ups' of booksClients include:- SEC & OTC Reporting Companies- Phoenix-based VC Firm- TPA of Medical Claims (helped sell in 2007 & 2010)- Construction Hardware Distributor (helped sell in 2007)- Columbia University NY (Biosphere 2)- Construction Materials Manufacturer- IT Management Services Firm- Software Developer- Window Manufacturing Company- Global & National Professional Services Firms (Alvarez & Marsal, Eventus AG)- Numerous Small BusinessesI strive to help clients & colleagues reach their goals, including growth, profitability, compliance, and overcoming obstacles. I have turned around many dire situations, and have also contributed to a number of successful Offering and M&A transactions.I have excellent working relationships with the Big 4, national, local, & specialty PCAOB CPA firms.
