Client Profiles

Listed below are profiles of current and recent client advisor engagements:

• Technology and Real Estate Companies
• As acting CFO for this public holding company. Advising management with financial and business transaction matters. Preparation of regulatory filings with the Securities and Exchange Commission.

• Construction Equipment Company
• Long term engagement, as CFO and key business advisor for this sizeable family owned enterprise. Achieved improvements in internal procedures and effectiveness in all financial areas. Profitably growing business through targeted and focused sales and marketing.

• Commercial Maintenance Company
• As senior advisor, providing financial, operational and strategic advice to this closely held, New York based construction and maintenance company.

• Contract Maintenance Company
• Financial advisor to owner of this New Jersey based commercial contract maintenance operation.

• Business to Consumer Start-up
• Financial advisor to principals starting a new company. Assisted principals with development strategy and then prepared a business plan currently being used for affecting start-up and raising funds.