Concept Development Finance Planning (Mergers & Acquisitions) Business Valuations Operations (Policies and Procedures) Management and Staff Handling (Labor Related) Safety, Sanitation and Food Handling Franchise Development and Field Services Banking Operations/Administration Check Fraud Lending Policies, Custom and Practice Loan Underwriting & Credit Administration Sub Prime Loan Originations, Underwriting, Securitizations & Servicing Bankruptcy, Foreclosures and Workouts Trust & Fiduciary Issues / Operations Securities Brokerage & Investments Valuations & Damages Analysis Forensic Accounting Employment / Compensation Real Estate Brokerage & Management Title Insurance & Escrow Real Estate Appraisal & Transactions Insurance Industry Custom & Practice Insurance Coverages / Claims Handling Insurance Bad Faith
He is a nationally known public speaker in the development of new products, revitalizing existing products & managing distributors. He has in-depth, practical business experience and excels at explaining complex business issues in his expert report and to juries.
Business economic loss: Define lost sales, share and profits. IP: Patents copyrights, trademarks, trade names & trade secrets. Sales channels: Distributors, dealers & reps. Market research: Define market size, growth, share, pricing, trends & customary practice. Marketing & sales effectiveness:My expertise and research quantify this common contract dispute.
Other Services Include
Financial Adviser to the Government – structuring projects, evaluating bids, and negotiating detail Financial Adviser to the Consortium – assembling the bid, refining and optimising it, and acting as interface with funding markets Acting for the Banks and other Lenders - providing reassurance that the model on which they are lending is fit for purpose. Capital Markets: Reporting Accountants, Flotation e.g. advice on Financial Structuring, Accounting Systems and Policies, Share Option, Director / Employer Benefits, Audit and Taxation services Due Diligence: Historic Performance, Cash Flows, Assets and Liabilities, Forecasts, Working Capital Requirements, Financial Systems and Controls, Taxation Mergers and Acquisitions / Private Equity:Preparing / Maximise Value from Business Sales, Negotiate Terms and Raise Private Equity / Debt Finance to Support Management Buy Out or Buy In, Raising Private Equity / Debt Finance for Growth, Cash Out or Recapitalisation, etc. Valuations: Shares, Businesses, Options and Warrants, Various Derivatives, Brands and other Intellectual Property, Film and Media Rights,Income Producing Assets
|150 Allen Road, Suite 100|
Liberty Corner, NJ 07938
|8 Kate's Lane|
Boxford, MA 01921