A partial list (names of clients have been left out for confidentiality reasons):
Worked with the CEO of a healthcare services company to develop a new market strategy and hire a senior executive to implement the action plan
Developed a Pay for Performance program for supervisors for a client in the healthcare services industry
Investigated accounting and financial improprieties and instituted internal controls and GAAP compliant policies and procedures at a company in the service industry
Performed M&A sell transactions, including deal negotiation, contracts review, disclosure schedules, shareholder approvals, and stakeholder communications for broadcasting and aerospace companies
Assisted a solely owned business in the bio-tech industry maximize net cash flows by reorganizing the senior management team and eliminating substantial overhead expenses.
Developed employee stock ownership program related performance incentive metrics for an entrepreneurial company in the health care products industry
Conducted due diligence activities for M&A buy transactions for an emerging technology company
Performed forensic accounting to determine extent and method of embezzlement at primarily a cash based business and instituted internal controls to prevent such occurrences in the future
Prepared a comprehensive Business Plan and assisted the CEO of a high-tech service company with financial presentations to bankers and equity sources
Evaluated the strategy and readiness of going public for a family-owned company in the consumer products business. Introduced professional management practices and procedures to transform the company.
Analyzed a tangential line of business for a public company and recommended strategies to improve the cash flow, reorganize management and enhance the business value for possible sale
Reviewed and reorganized the accounting function, including conducting a search and placing a Controller in a high tech medical product research company