CFO EXPERTISE AND PERSPECTIVE

DELIVERING VALUE SOLUTIONS

KEY

DELIVERABLES

"Client First" Fiduciary Mindset
Bespoke Family Office CFO Services
S-1 Filings
Tier 2 Reg A+ Filings
Investor Roadshow
Free Writing Prospectuses
NASDAQ Capital Markets listing application
SEC Comment Clearing
805 Intangible Allocations
606 Revenue Recognition
Debt and Equity Raising
Deal Structuring and Closing
Mergers & Acquisitions: evaluation=>negotiation=> integration=>synergies
Advanced Excel Modeling with Dynamic Scenarios
Federal and State Tax Strategy/Planning and Compliance
Cost Segregation analysis
IPO Pitch Decks
SEC '34 Act Quarterly and Annual Reporting with MD&A
Multi-entity GAAP Accounting through financial statements, tax returns and Board Presentations
Non-GAAP Measures: EBITDA and Adjusted EBITDA
Risk Management/Mitigation
Systems upgrades and migration
Real Estate Acquisitions, Development, Construction, Leasing, Management and Dispositions
External Audit (PCAOB) management
Treasury/cash and working capital management and banking relationships
Interest Rate Hedging/Swaps
Annual and Multi-Year Operating and CapEx Planning and Reforecasting
Investment Analysis
HR, Payroll and Benefit Plan solutions
Hiring, onboarding and team building
Litigation and Discovery response support services
Crypto tax expertise and Tax Loss Harvesting

COMPANIES/

CLIENTS

PROFESSIONAL SERVICE
PROVIDERS

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ABOUT ME

UCLA Business Econ grad, University of Illinois at Urbana-Champaign MBA, Big 4 (PwC) trained active CPA with 25+ years in problem-solving CFO roles.

Startups to Fortune 500, UHNW Family Offices to closely held private companies to large publicly traded corporations, C Corps, S Corps, LLCs, REITs, domestic and international (UK and Australia) reporting.

"Full Stack" CFO experience: Tax planning and compliance, Treasury and Loan Covenants, Investment and Liquidity Management, Insurance/Risk Management, Interest Rate Swaps, IT, Human Resources, payroll, incentive comp and benefit plans, PCAOB audits, US and UK GAAP and OCBOA financial statements and footnotes.

SEC Reporting and Registration (10-Q, 10-K, S-1, S-3, MD&A, Proxy Statements, Annual Reports), Board level reporting, Investor Relations, Planning, Budgeting, valuations, debt facilities, project financings, equity raises/cap tables, real estate leasing, acquisitions, dispositions, financial critical thinking, advanced financial analysis and modeling/KPI dashboards.

GAAP revenue recognition, accounting for stock based compensation, accounting for continuing/discontinued operations, accounting for entities under investment, equity and full consolidation methods, parent company financial statements, segment reporting, month end closing, intercompany eliminations and consolidations, and complex business litigation (CA and Federal) discovery/support/consulting services.

Transactional work in real estate: acquisitions, dispositions, development, construction, leasing, property management, T.I.s, TICS, MMLLCs, 1031 exchanges, Cost Seg, financings and re-financings.

Software competencies: Advanced Excel 365 (PivotTables, PivotCharts, Slicers, VLookUp), Access 365, QuickBooks Pro, QuickBooks Premier, QBO Plus, Bill.com, Intacct 2019 R2, Dynamics GP 2018, ProSeries, PowerPoint 365, Visme, Tableau, Word 365, Asana, Salesforce, Slack, Skype, DropBox, Evernote, BitBucket, Epiq Relativity9, Wave, FreshBooks, Malwarebytes, ADP, Paychex, Outlook.