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.

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.

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.

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.

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.