Projects
2023
- Global Healthcare Resources, Chennai, India – Ongoing finance and accounting support
- Apex Motor Club, Maricopa, AZ – Interim finance and accounting support
- Turbo Insurance Group, Scottsdale, AZ - Review of long range financial plan and valuation
2022
- CapMatrix, Phoenix, AZ – Ongoing finance and due diligence support
- FrameCor, Phoenix, AZ – Created long range financial plan for purposes of capital raise
- ProFab Construction, Phoenix, AZ – Created long range financial plan for purposes of capital raise
2021
- Zell Commercial RE, Phoenix, AZ – Reorganized historical financial information in preparation of company sale
- Momentum Transaction Group, Scottsdale, AZ – Ongoing finance and due diligence support
- Castle Wealth Management, Palm Beach, FL – Revenue stream valuations
- Friedman Recycling, Phoenix, AZ – Reorganized historical financial information in preparation of company sale
2020
- Global Healthcare Resources Chennai, India – Analyzed potential spin off of company subsidiary, ongoing finance and accounting support
- Claimocity, Las Vegas, NV – Created long range financial and hiring plan for this healthcare start-up
2018
- Hypercube Strategies, New York, NY - Financial reporting systems design and testing
- Authentic Advisors, Naples, FL – Created pitchdecks for acquisition opportunities
2015-2016
- Avella Specialty Pharmacy, Phoenix, AZ – Performed analysis on two successful acquisition targets and oversaw their integration
- Cooper Companies, Scottsdale, AZ – Helped to analyze and revamp employee bonus program