Business Consulting and Advisory Services

• Chief Financial Officer/Controller - Acted in the capacity of a CFO and Controller for numerous businesses for those clients who did not have a person in that position.
• Advisory Boards – Served on several advisory boards to discuss strategic business planning and was part of many executive level decisions.
• Business Acquisitions and Sales - Worked with clients in the acquisition and sale of several companies including the negotiation process, developing creative solutions to achieve favorable results for both parties, business valuations, providing the attorneys with details to prepare the necessary legal documents, and assistance in the resulting transition issues.
• Compensation Planning - Provided compensation planning to owners for key persons and commission structures for salespersons designed to be achievable and easily measurable as well as provide for continued long-term employment of key individuals.
• Succession Planning - Implemented succession plans for various clients to achieve company stability and marketability during both planned and unplanned transitions.
• Financial Statement Interpretation Training - Educated clients on interpreting financial statements to ensure they were knowledgeable of the financial condition of their businesses.
• Employee Benefit Plans - Assisted with the selection and implementation of employee benefit plans including profit sharing plans, 401K plans, and flexible spending plans.
• Hiring - Assisted with the interviewing and hiring of clients executive and accounting personnel.
• Business Separations - Assisted in amicable split up of several companies for partners who chose to separate their businesses.
• Financial Statement Preparation Training - Trained accounting personnel to set-up processes and procedures to ensure timely monthly financial statements and the related supporting data.
• Real Estate Transactions - Assisted several real estate transactions including site location, price negotiations, environmental inspections, lease negotiations, and the entire process of selecting a builder, coordinating the building design, and the related legal documents.
• Crisis Management, Troubled Business Restructuring – Successfully assisted several financially troubled businesses in areas of identifying the depth of the financial crisis and developed a practical solution to addressing the situation. Assisted several clients in identifying accounting improprieties, developed strategies to continue portions of their operations, negotiated settlements with banks and other key creditors, quickly negotiated the sale of all or portions of their businesses, negotiated consulting, employment and commissions arrangements, and coordinated the preparation of all legal documents consisting of asset purchase agreements, non-compete agreements, consulting contracts, distribution contracts, and employment agreements.
• Business Receivership – Acted as a company receiver for a business whose shareholders were unexpectedly incapacitated. Duties included insuring the continuity of business until company could be sold and overseeing the operations including sales, production, accounts receivable, accounts payable and payroll. Successfully negotiated the sale of the business to a local competitor and coordinated all legal documents in less than one month.