THE VIRTUAL CFO
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Selected Services

Financial and Operations Management


  • Interim CFO and COO for organizations with peak period loads or those not requiring permanent or full-time executives.
  • Consulting CFO
  • Perform Controller and Treasury functions on the same basis.
  • Member Board of Directors
  • Audit Committee Member
  • Accounting Expert
  • Advisory Board member
  • Evaluate and direct public offerings and other capital formation efforts including bank debt, equipment leasing, venture capital, private placement and strategic relationships.  Identify, select and negotiate with investors.
  • Assure compliance with SEC reporting requirements
  • Sarbanes-Oxley
  • Revenue recognition compliance, as well as preparation of registration statements and periodic reports.


Turnarounds

  • Represent investors in redirecting companies in order to maximize returns to investors
  • Resize Company if required.
  • Restructure obligations to protect senior debt holders.
  • Identify and focus on key business elements.

Strategic and Operations Planning

  • Determine capital, physical and organizational resource requirements -- identify and recommend potential sources.
  • Prepare comprehensive operating plan and detailed budgets.
  • Implement business and cash forecasting.
  • Identify and focus on objectives and strengths.
  • Design and implement systems and milestones in order to measure performance against plan.
  • Recommend compensation based on attainment of objectives.

Mergers and acquisitions

  • Determine objectives for acquiring and target companies.
  • Identify and contact potential partners.
  • Establish negotiating strategy -- contribute to negotiations.
  • Review assets, earnings, sales, marketing, technology and pricing for both parties.
  • Resolve lingering financial, legal and capital issues.
  • Participate in transition management including coordinating parties' operational, financial administrative and reporting systems.
  •  Evaluate goodwill and intangibles for potential impairment.

Litigation Support

  • Define and quantify damages.
  • Review testimony with respect to market definition, lost revenue and other criteria in assessing damages.
  • Testify as expert witness on accounting, financial, marketing and economic issues.
  • Brief counsel on accounting and financial issues.
  • Review opposing experts' testimony.
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