Retained as advisor to structure and assist in two acquisitions. Created pro-forma to support purchase price. Retained professionals and worked with management to close transactions.
Served as long term financial consultant and interim CFO for a 500-employee, $14MM direct marketing company that made the Inc. 100 fastest growing companies in the USA in 2010. Responsible for monthly financial reporting, financial analysis, and management support.
Retained by ownership group to assist in the financial projection and historical financial reporting for multi company entity in the call center and related product space.
Served as interim CFO for 18 months in a restructuring environment for a software and support services firm, including restructuring historical accounting and management decision support, and assisted in negotiation with various creditors. Worked with majority shareholder in such areas as organization chart restructuring, tax planning, valuation issues, and communication with other equity partners.
Served as turnaround CFO for $5MM catalog company with call center including installation of new software system and reorganization of finance department to line of business reporting.
Retained by $5MM call center to prepare sales materials to market and sell call center and intellectual property. Responsibilities included interview with management and preparation of projected financial statements along with market research of potential acquirers.
Retained by $7MM call center to review operations and ability to purchase companies in the direct marketing space. Assisted in the due diligence with prospective purchase including financial projections and analysis of historical financial performance.
Retained by management to provide support in $5MM call center in the advertiser support space. Responsibilities included restructure of historical financial performance, projection, cash flow planning, and negotiation of historical accounts payable.