{"id":3328,"date":"2025-03-13T05:33:12","date_gmt":"2025-03-13T05:33:12","guid":{"rendered":"https:\/\/adbaassociates.com\/?page_id=3328"},"modified":"2025-11-15T12:58:54","modified_gmt":"2025-11-15T12:58:54","slug":"completed-projects","status":"publish","type":"page","link":"https:\/\/adbaassociates.com\/?page_id=3328","title":{"rendered":"Completed Corporate Finance Projects"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"3328\" class=\"elementor elementor-3328\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f0b3181 e-flex e-con-boxed elementor-invisible e-con e-parent\" data-id=\"f0b3181\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-b17abf7 e-con-full e-flex e-con e-child\" data-id=\"b17abf7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6878345 elementor-widget elementor-widget-heading\" data-id=\"6878345\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Completed Projects<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f8abbe3 e-flex e-con-boxed e-con e-parent\" data-id=\"f8abbe3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d2dafe5 elementor-widget elementor-widget-text-editor\" data-id=\"d2dafe5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>2025<br \/>KOG Insurance, Philadelphia, PA \u2013 Valuation work and strategic advisory<br \/>HISI Insurance, Detroit, MI &#8211; Valuation work and strategic advisory<br \/>Turbo Insurance Group, Scottsdale, AZ &#8211; Continued strategic advisory<\/p><p>2024<br \/>Global Healthcare Resources, Chennai, India \u2013 Fractional CFO support<br \/>JTT Golf Ventures, West Palm Beach, FL \u2013 Start-up operational and capital budgeting build<\/p><p>2023<br \/>Global Healthcare Resources, Chennai, India \u2013 Fractional CFO support<br \/>Apex Motor Club, Maricopa, AZ \u2013 Interim finance and accounting support<br \/>Turbo Insurance Group, Scottsdale, AZ &#8211; Review of long-range financial plan and valuation<\/p><p>2022<br \/>CapMatrix, Phoenix, AZ \u2013 Ongoing finance and due diligence support<br \/>FrameCor, Phoenix, AZ \u2013 Created long range financial plan for purposes of capital raise<br \/>ProFab Construction, Phoenix, AZ \u2013 Created long range financial plan for purposes of capital raise<\/p><p>2021<br \/>Zell Commercial RE, Phoenix, AZ \u2013 Reorganized historical financial information in preparation of company sale<br \/>Momentum Group, Scottsdale, AZ \u2013 Ongoing finance and due diligence support<br \/>Castle Wealth Management, Palm Beach, FL \u2013 Revenue stream valuations<br \/>Friedman Recycling, Phoenix, AZ \u2013 Reorganized historical financial information in preparation of company sale<\/p><p>2020<br \/>Global Healthcare Resources Chennai, India \u2013 Analyzed potential spin-off of company subsidiary, ongoing finance and accounting support<br \/>Claimocity, Las Vegas, NV \u2013 Created long range financial and hiring plan for this healthcare start-up<\/p><p>2018<br \/>Hypercube Strategies, New York, NY &#8211; Financial reporting systems design and testing<br \/>Authentic Advisors, Naples, FL \u2013 Created pitch decks for acquisition opportunities<\/p><p>2016<br \/>Avella Specialty Pharmacy, Phoenix, AZ \u2013 Performed analysis on two successful acquisition targets and oversaw their integration<br \/>Cooper Companies, Scottsdale, AZ \u2013 Helped to analyze and revamp employee bonus program<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Completed Projects 2025KOG Insurance, Philadelphia, PA \u2013 Valuation work and strategic advisoryHISI Insurance, Detroit, MI &#8211; Valuation work and strategic advisoryTurbo Insurance Group, Scottsdale, AZ &#8211; Continued strategic advisory 2024Global Healthcare Resources, Chennai, India \u2013 Fractional CFO supportJTT Golf Ventures, West Palm Beach, FL \u2013 Start-up operational and capital budgeting build 2023Global Healthcare Resources, Chennai, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"full-width-container","site-content-style":"unboxed","site-sidebar-style":"unboxed","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"enabled","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-3328","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/adbaassociates.com\/index.php?rest_route=\/wp\/v2\/pages\/3328","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/adbaassociates.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/adbaassociates.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/adbaassociates.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/adbaassociates.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3328"}],"version-history":[{"count":14,"href":"https:\/\/adbaassociates.com\/index.php?rest_route=\/wp\/v2\/pages\/3328\/revisions"}],"predecessor-version":[{"id":3458,"href":"https:\/\/adbaassociates.com\/index.php?rest_route=\/wp\/v2\/pages\/3328\/revisions\/3458"}],"wp:attachment":[{"href":"https:\/\/adbaassociates.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3328"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}