Case Studies
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


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