William Mertz Email & Phone Number

Rockville, Maryland, Us

Provide financial and managerial consulting services to a variety of small and mid sized business organizations. The services included executive coaching, strategic planning and the development and implementation of marketing and sales campaigns.

Responsible for strategic planning, business development, employee development, joint venture and affiliation formation, information technology and operations. Provided operative oversight role on all large engagements, including strategic planning, process improvement, facilitation, forensic accounting, real estate and project management engagements.• Co-founded and built a nationwide consulting practice• Established a national affiliation of accounting and consulting firms to address the geographic and functional needs of our clients• Formed and managed numerous joint ventures• Worked on strategic planning initiatives for various businesses• Counseled attorneys in developing case strategies, evaluating liability and damage claims, providing technical guidance on accounting and regulatory issues as well as providing deposition assistance

• Assisted in acquiring and syndicating real estate projects located throughout the eastern United States• Assisted in obtaining financing and raising equity relating to syndications and acquisitions• Oversaw all aspects of the accounting department• Prepared pro forma and cash flow models for investor relations on real estate syndications

• Ran all areas of the accounting department for this three-store computer retail organization• Assisted in obtaining bank financing and raising equity for store expansion

• Involved in auditing and consulting projects within the firm’s financial services practice• Involved in mapping clients processes in order to evaluate ability to rely on established internal controls