Micellaneous / Other

Company Type

• Bonding Company (2)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Building Maintenance (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Clothing Retailer (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Coating, Plating & Assembly (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Plating & Assembly (0)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Digital Graphics (2)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Equipment Rental (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Individual (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Insurance / Wealth Management (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Investment Group (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Law Firm (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Race Course (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Real Estate (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Telecom Equipment (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Towing Company (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Trucking / Cartage (4)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Medical Services (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Commercial Finance (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Educational Products Management (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Employment Website (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Medical Transportation (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Meter Reading (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Paint Distributor - Specialty (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades

• Valet and Hospital Services (1)

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2013 – 2015

      • Referral Source

        Friend

    • Project Description

      Assisted with buyout of partner

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2012 – 2014

      • Referral Source

        Investor

    • Project Description

      Financial projections for investors and funding sources

  • • • Approximate Revenue

        $1,400,000

      • Time Period

        2014

      • Referral Source

        Insurance Agent

    • Project Description

      Assist with valuation for possible sale, sale structure and options

  • • • Approximate Revenue

        $1,200,000

      • Time Period

        2015

      • Referral Source

        Consultant

    • Project Description

      Assisted potential buyers with evaluation and pricing

  • • • Approximate Revenue

        $500,000

      • Time Period

        2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with business plan, counsel entrepreneur

  • • • Approximate Revenue

        $4,000,000

      • Time Period

        2012 – 2015

      • Referral Source

        Friend

    • Project Description

      Part-time CFO, turnaround, growth strategy, assisted with financing and tax issues

  • • • Time Period

        2012 – 2013

      • Referral Source

        Banker

    • Project Description

      Referrals, assistance with review of financing packages

  • • • Time Period

        2001-2011

      • Referral Source

        Friend

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2004-2007

      • Referral Source

        Insurance Agent

    • Project Description

      Managed liquidation, negotiated vendor settlements

  • • • Approximate Revenue:

        $2,500,000

      • Time Period

        2001-2003

      • Referral Source

        Insurance Agent

    • Project Description

      Restructure ownership, banking issues, sale/leaseback of building

  • • • Time Period

        2005

      • Referral Source

        Client

    • Project Description

      Assisted with and analyzed competing offer for sale of the company

  • • • Approximate Revenue:

        $2,000,000

      • Time Period

        2005

      • Referral Source

        Owner

    • Project Description

      Restructure ownership, assist with financial management

  • • • Time Period

        2004-2009

      • Referral Source

        Consultant

    • Project Description

      Analyze potential investment opportunities

  • • • Approximate Revenue:

        $25,000,000

      • Time Period

        2007

      • Referral Source

        Shareholder & Banker

    • Project Description

      Review restructure / downsize plan and provide analysis

  • • • Approximate Revenue:

        $15,000,000

      • Time Period

        2008-2009

      • Referral Source

        Shareholder

    • Project Description

      Assisted with financial management, systems and growth

  • • • Time Period

        2001-2011

      • Referral Source

        Relative

    • Project Description

      Financial management

  • • • Approximate Revenue

        $1,600,000

      • Time Period

        2008

      • Referral Source

        Relative

    • Project Description

      Assisted with management and financial issues

  • • • Approximate Revenue

        $250,000

      • Time Period

        2008-2012

      • Referral Source

        Attorney

    • Project Description

      Assisted with lawsuit settlement and IRS suit

  • • • Approximate Revenue

        $20,000,000

      • Time Period

        2004-2015

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising, part-time CFO

  • • • Time Period

        2004-2005

      • Referral Source

        Consultant

    • Project Description

      Analyze potential acquisition opportunities

  • • • Approximate Revenue

        $2,500,000

      • Time Period

        2005

      • Referral Source

        Consultant

    • Project Description

      Turnaround, financial projections, bank negotiations, advising

  • • • Approximate Revenue

        $3,000,000

      • Time Period

        2005-2007

      • Referral Source

        Consultant

    • Project Description

      Financial projections for investors, start up, financing

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2005-2009

      • Referral Source

        Employee

    • Project Description

      Elected Chapter 7 Bankruptcy trustee

  • • • Approximate Revenue

        $1,000,000

      • Time Period

        2004

      • Referral Source

        Employee

    • Project Description

      Business plan, financial projections, growth opportunities

  • • • Approximate Revenue

        $1,800,000

      • Time Period

        2009

      • Referral Source

        Consultant

    • Project Description

      Review restructure plan and provide analysis

  • • • Approximate Revenue

        $2,000,000

      • Time Period

        2008-2009

      • Referral Source

        Client

    • Project Description

      Assisted with IRS tax issues

  • • • Time Period

        2001-2003

      • Referral Source

        Consultant

    • Project Description

      Analyzed billings and cost system at Metropolitan Airport project

  • • • Time Period

        2006-2011

      • Referral Source

        Bonding Agent

    • Project Description

      Assisted with claims analysis and recovery issues – various trades