President’s Resume

Direct consulting practice that prepares valuations of closely-held businesses, partnerships, and intangible assets for estate and gift planning, mergers, tax reporting, marital dissolution, and corporate financial planning purposes.

Prepared valuations of closely-held businesses, partnerships, and intangible assets for estate and gift planning, mergers, tax reporting, marital dissolution, and corporate financial planning. Job responsibilities included: coordinating work flow, professional review, client marketing, drafting engagement proposals, managing field visits, performing research and information gathering, preparing comprehensive financial analyses, and producing written valuation reports from start to finish.

Directed financial, accounting, credit, planning, and human resources functions of a national merchant-based credit card processing operation. Industries serviced included: telecommunications, general retail, food distribution, transportation services, and internet sales.

Directed financial and accounting operations of family owned explosives distributorship. Managed eight warehouse facilities located in six states. Completed conversion of financial accounting systems from manual entry to fully-automated UNIX system.

Prepared full narrative appraisals of undeveloped land, commercial property, residential subdivisions, and other real estate.

Managed budgeting and financial planning processes for large real estate developer engaged in mini-warehouse operation and land syndication. More than 220 properties were analyzed on a monthly, quarterly, and annual basis. Managed workout of entire portfolio for stockholders, lenders, and trade creditors.

Prepared valuations of closely-held businesses, partnerships, and intangible assets for estate and gift planning, mergers, asset allocations, tax reporting, and corporate financial planning. Job responsibilities included: performing research and information gathering, preparing comprehensive financial analyses, and producing written valuation reports from start to finish.