Areas Served
  Financial and Accounting Consultant
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  • Consulting on general business matters
  • Interim/temporary senior level accounting positions such as CFO, VP of Finance or Controller (long and short term).  Don’t let these vital functions fall through the cracks while you search for the permanent solution.  Local and out-of-town arrangements can be made.
  • Evaluating business or functional performance resulting in potential cost reduction recommendations/initiatives, working capital improvement initiatives and potential restructuring initiatives or other alternatives; bringing the external, independent viewpoint to the problem.
  • Bank or lender negotiations and renegotiations.  Identifying the potential lenders and negotiating the terms best suited to your near and long-tem needs.
  • Capital raising projects including identifying potential sources of external capital (in addition to banks), negotiations and recommendations as to appropriate size and structure. 
  • Merger, Acquisition and Disposition activities including identifying targets, valuation, negotiations (terms and contract), recommending financing alternatives, coordinating due diligence efforts as well as integration projects.  A poorly executed transaction can be a disaster to your business.  Identify the potential risks and rewards, the operational and cultural fit, the right price, how to pay for it and the integration into your business.
  • Specialized accounting projects including evaluating systems of internal control and making recommendations for improvement.  Troubleshooting.  Evaluating accounting systems (manual as well as ERP) and making recommendations for improvement or changes.  Earnings restatements, etc.
  • International business operations.  Assisting with foreign business operations and acquisitions; identifying potential cultural, legal and accounting differences.  Setting up foreign accounting departments, establishing policies and procedures and reporting mechanisms.  Doing business in a foreign country can be the right move for your business, but it can be fraught with unknown dangers and problems, both from a legal and business prospective.  What is the best way to do business overseas?  What is the best structure? Do you need a partner?  What are the legal, tax and regulatory requirements?
  • Assistance with regulatory matters including tax issues, SEC reporting and compliance, import/export; and other regulatory matters.