Experience

  • As former financial executives at the highest levels within companies, we know and have performed the processes surrounding:

    • General accounting, billing and collections, accounts payable, financial reporting, KPI reporting and revenue recognition.

    • Inventory accounting including costing, usage control and obsolescence evaluation.

    • Global consolidation and intercompany accounting for multiple levels of operations, whether subsidiaries or divisions.

    • Bank reporting for loan covenant compliance.

    • Coordinating and managing external audits, SEC reporting and tax return preparation.

    • Recruiting, staffing and all other components of personnel management, including payroll systems and benefit programs.

    • Extensive knowledge of capital raising in both private and public settings.

    • Risk management and assessment.

    • Identified, negotiated and closed multi financings of senior and subordinate debt as well as both common and preferred stock.

  • With extensive experience in multiple industries, we are highly skilled in:

    • Healthcare services, including hospitals, emergency medicine, urgent care, women’s health, skilled nursing, home care and hospice.

    • Pharmaceutical, including retail and wholesale, manufacturing, and clinical trials.

    • Staffing and staff management in healthcare.

    • Computer hardware distribution and software development.