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Strategy, Planning, and Financial Analysis Experience

Miami, FL: Retained to assist in financial analysis and ongoing cash flow needs in negotiation with Internal Revenue Service.  Assist in the liquidation of assets and negotiation with various creditors.
Benton, ME: Retained by manufacturer to study cost benefit of purchase of large machines, and also to study the acquisition of new customer work and calculation of break-even point.
Brunswick, ME: Retained by Bank to assist in the preparation of 3 year strategic plan.
Portland, ME: Retained by majority shareholder in $15 million contractor to assist with organization chart, profit sharing and bonus programs.  Led a number of working sessions with Senior Management Team to design new organization chart.
Philadelphia, PA: Served as accountant for a $7 million non profit to reconstruct records in support of financial analysis required by secured creditor.
Portland, ME: Retained by a $40 million national services firm to assist in planning and lead an ESOP transaction.
North Berwick, ME: Retained as restructuring professionals for an $80 million manufacturing company to conduct business analysis in support of restructuring plans and negotiation with creditors.
Andover, MA: Retained by $12 million service provider in health sciences for operational review purposes including financial statement preparation and analysis.
Gorham, ME: Retained by debtor to provide strategic financial advice in support of bankruptcy filing and recapitalization.
Westbrook, ME: Served as accountant for a manufacturing entity in the reconstruction of financial records to prepare financial statements in support of workout and refinance with secured creditor.
Portland, ME: Performed viability assessment for family business and assisted with the transfer of minority position in the corresponding real estate.
Providence, RI: Retained for accounting record reconstruction, preparation of business plan, and operational review for a proposed golf course and hotel development.
Harrisburg, PA: Retained by debtor in distressed situation to perform operational review, financial analysis, financial restatement, accounts receivable management, inventory evaluation and contemplation of bankruptcy filing.
Portland, ME: Performed operational review for publisher including benchmark against industry and assessment of organization chart.
Coral Gables, FL: Retained as management consultant to prepare multiple training programs and subsequently provide training to management teams in the required discipline.
Portland, ME: Retained to advise real estate holding company on management matters and performance issues.  Assisted with settlement in disputed matter.
Lewiston, ME: Retained to analyze minority rights and strategy in distribution business and advise regarding settlement outcome.