Our Team

Managing Director & President

Managing Director & Practice Lead

• Profit & Performance Improvement
• Data Analysis & Metrics Reporting
• Systems Implementation

Managing Director – East Coast

• CFO Services
• Banking & Securities,
• Hospitality
• Healthcare Specialties

Managing Director – Northern California

• Construction & Engineering Specialist
• Real Estate
• Automotive
• Trucking
• Manufacturing

Managing Director – Florida

• Mergers & Acquisitions
• CEO & C-Suite - Financial & Operations Management
• Performance Improvement
• International Strategic Planning
• Multinational Regulatory Compliance

• CRO/CFO/COO C-Suite Interim Management
• Distressed – Operational Turnarounds & Financial Restructuring
• Profitability & Performance Improvement
• Multi-National Manufacturing Specialist

• Business Valuations
• Intangible Asset Valuations
• Financial Opinions
• Litigation Support – Consulting & Testifying Expert Witness

• Performance Improvement
• Operational Efficiency
• Cost Reduction
• Profit Improvement

• Enterprise Software Selection and Implementation Project Management
• Business Discovery
• Requirements Analysis
• Software Evaluation
• Software Demo and Selection
• Software Acquisition
• Implementation Project Management
• User Acceptance Testing

• Information Technology
• C-Suite Interim Management

• CFO Services
• Mergers & Acquisitions - Due Diligence, Carveouts, Integrations
• GAAP/IFRS; Manufacturing
• Retail – Omni-channel & E-Commerce

• Mergers & Acquisitions Financial/Quality of Earnings Due Diligence
• Working Capital Specialist
• Financial Forensics
• Fraud
• Corporate Investigations

• CFO Services
• Interim Management
• Mergers & Acquisitions
• Turnaround/Restructuring
• Healthcare Specialist

• Distressed – Financial Restructuring and Operational Turnarounds
• CRO/CFO/COO C-Suite Interim Management
• Mergers & Acquisitions

• CPA - CFO Services
• Retail Industry Specialist
• Distressed -Operational Turnarounds & Financial Restructuring
• Mergers & Acquisitions

• CFO Services
• Mergers & Acquisitions – Financial Due Diligence

• CFO Services & Interim Management
• Healthcare
• Professional Services
• Manufacturing
• Construction
• Distribution

• SEC & GAAP Financial Reporting
• SEC SOX Internal Controls, Remediation, Implementation
• Audit Preparation & Coordination

• Direct to Consumer Strategy and Operations
• Business Process Improvement
• ERP Evaluation and Integration
• Financial/Accounting Integrations
• Strategic and Financial Planning
• Mergers & Acquisitions

• Financial Forensics, Fraud, & Corporate Investigations
• Dispute Resolution/Expert Witness
• CFO Services
• Due Diligence