* Currently engaged by growth oriented staffing company. Managed counter recessionary investments in new operations, infrastructure and clients by partnering with operations personnel and shareholders to achieve planned results.
* Led efforts to re-engineer operating and financial information process resulting in the elimination of duplicate work and data entry on behalf of a Mutual Life Insurance Company and for worker's compensation TPA.
* Interim COO in employment services firm. In additional to full scope operating responsibilities, drafted annual financial statements for review engagement of combined entity.
*Consulting and strategy development for partners capital accounting in a law partnership.
* Exit strategy consulting engagement for a services firm Ownership ultimately leading to the sale of business.
* Litigation support involving an employment contract dispute.
* Development of a strategic plan supporting an exit strategy for ownership of a services firm.
* Interim CFO of a contract technical engineering firm.
* Financial Modeling engagement for small specialty floor restoration firm.
* Direct management of sell and buy side transactions creating over $155 million in deal value.
* Directed, prepared and completed various Compilation and Review Engagements within the firms practice.
* Completed several valuations for various purposes including estate planning, exit strategy consulting, etc.
* Provided litigation support for a legal partnership dispute.
* Created conceptual framework supporting long - term non qualified deferred compensation plans for key personnel.
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