Provide business consulting, merger & acquisition and tax consulting services to individual and corporate clients in the airport contracting cleaning, land investment, software and retail industries. Worked with investment bankers, lawyers and appraisers in liquidating, reorganizing and rolling up several companies in the telecommunication, printing and restaurant industries. Performed business evaluations, due diligence and implementation of financial accounting controls for various public mid-cap and private mid-sized companies.

"Implemented cash flow tracking system for over 162 bank statements in 90 different companies of a private equity portfolio giving the company stronger cash flow management. Developed capital commitments tracking program and operational reporting structure for various acquisitions and debt service programs in place.

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Liaison with outside professionals in forming and maintaining an investment company and providing financial management expertise for the companies’ underlying investments. Responsible for assuring accurate and timely reporting to the Securities and Exchange Commission and other governmental agencies as well as answering governmental inquiries. • Implemented daily and monthly reporting systems for portfolio companies • Raised over $5 million to acquire private companies as part of a Business Development Company

Part of team that structured, closed and built Orange County National Golf Center through a $51 million commitment from various institutional investors. Implemented and maintained financial and legal compliance system for a 45-hole golf course, 8,000 square foot golf shop, 50 room lodge and educational facility. Created, staffed, directed and mentored staff of 8 in accounting, computer, human resources and risk management including recruitment, training, retention, supervision and termination. • Worked with parent company and institutional investors in developing a sophisticated risk management program • Provided parent company with a detailed 12 month rollover budget template to track performance of sales, operations, maintenance and administrative departments.

Developed and implemented procedures for a tax department for a start up CPA who had split off from his partnership. Prepared and reviewed corporate, partnership and individual tax returns to insure prepared in compliance with federal and state tax laws. Researched tax issues related to client matters. Mentored staff for future professional development.

Directed financial operations for a golf video and equipment distributor with a customer base of over 3,000 United States retail locations. Developed computerized accounting and management reporting systems, which resulted in increased financial and operational efficiency. Assisted outside counsel in drafting trademark and employment agreements, licenses and various other business contracts. Reported to outside investors on status of company operations.

Developed and trained staff of 20 in preparation of complex corporate, partnership, individual and not-for-profit federal and state tax returns. Interacted with IRS and state auditors on a variety of domestic, international issues including mergers and acquisitions, pricing, inventory capitalization, and real estate transactions.

Audited Fortune 500 corporations with a team of professionals including computer, engineering, international, pension and economic specialists. Examined individual, corporate and partnership returns and assessed deficiencies based on standard examination techniques. Researched and developed issues and briefs for cases going to the Appellate Division.