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Business Management Consultants

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Chris Tripoli
President
14125 Memorial Drive, Suite 104
Houston TX 77079
USA
phone: 281-293-0077
fax: 281-497-1185
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For over 15 years A'LaCarte Foodservice Consulting Group (A'LaCarte) has been providing operations and growth related consulting to Restaurants, Hotels, Convention Centers, Casinos, Country Clubs, Stadiums and Airports. A'LaCarte has successfully completed projects for start-ups, independent restaurant companies and large multi-unit chains. They have consulted on concept development operations, and growth related matters with a variety of chains (franchisors and franchisees) and independent operators.

Chris Tripoli has over 35 years experience in the Hospitality industry as a Designer, Developer, Owner and Operator. He has provided research and opinions on a variety of legal issues facing the hospitality industry. Mr. Tripoli has written for Food Service News, My Table Magazine, Restaurant Start-up and Growth and has been featured in various other trade publications. He lectures at the Art Institute and teaches courses in opening restaurants and proper growth strategies at the Small Business Development Center of the University of Houston.

Services Include:
  • 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
  • 8/15/2013 · Food & Beverage
    You can't be too selective in picking your starting lineup. On the other hand, it is a time-consuming process. You need to be careful. You need to be efficient. It's a tricky dance. And to find a starting team of top performers you need to meet a lot of prospects.

    7/30/2013 · Food & Beverage
    Peter Fernandez, and his family, own a small Japanese restaurant-sushi bar in South San Francisco. He and his wife are very busy keeping up with all that is needed to support the operation of this 70 seat full service, 6 day a week restaurant.

    7/15/2013 · Food & Beverage
    Most everyone has heard the old saying, "If you fail to plan, you are planning to fail." For restaurant owners, planning can sometimes be a tricky proposition. There is the long-term plan, the annual plan, management plan, marketing plan and so on. And after we complete a reasonable plan, our real challenge becomes executing it successfully.

    6/24/2013 · Food & Beverage
    Editor's note: As you execute your plans to open your second, third or subsequent unit, you'll find that not only your business model will change, but your role as owner will change, as well.Your hands-on style,overseeing every shift and on top of every detail of the business may have brought you great success when you were operating a single unit, however, that approach can quickly turn into a liability when you open a second place.

    5/30/2013 · Food & Beverage
    When first planning to open your restaurant, your goal is to get open, your strategy is to get open and all support tactics involve getting open.

    4/25/2013 · Food & Beverage
    You cannot operate a successful restaurant without both good management and good leadership, even if it has to be provided by the man or woman in the mirror: you.

    3/25/2013 · Food & Beverage
    From my years of opening my own restaurants and those of my clients, here are 10 factors that often contribute the most to the ultimate success or failure of any new restaurant.

    2/20/2013 · Food & Beverage
    As I walked into my client's restaurant that was one week from opening, I found myself stepping over a man installing the marble floor entry, dodging the delivery people bringing supplies to the bar, and watching the painter touch up a wall while someone else reached around him to hang up the artwork.

    12/13/2012 · Food & Beverage
    When looking to open your restaurant, most people will emphasize the importance of three things: location, location, location. Once you have opened, everyone will tell you that the three things you need to master to succeed are numbers, numbers, numbers.

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    William H. Purcell
    Investment Banking Expert Witness
    225 Cedar Ridge Road
    Bedminster NJ 07921
    USA
    phone: (908) 781-1803; cell: (908) 581-1203
    fax: (908) 781-5865
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    William H. Purcell has over 40 years of experience in Investment Banking, Mergers and Acquisitions, and other Finance Issues. He is currently a Senior Director at Seale & Associates, a boutique investment bank with both U.S. and foreign clients. Seale is focused on Mergers and Acquisitions, Corporate Finance Advisory, and Strategy Consulting. Mr. Purcell's past client coverage includes such companies as Anheuser-Busch, Hoechst Celanese, Volkswagen, and Metropolitan Life to name a few. He was also appointed CEO of a publicly traded company going through bankruptcy proceedings. Additionally, Mr. Purcell has been a director on several corporate boards.

    Through his relationship with Seale & Associates, Mr. Purcell has affiliations with professors at The George Washington University Business School and the University of Virginia Business School. He has been an occasional guest lecturer in investment banking and finance at George Washington University and Monmouth University.

    Consulting Services Include
    • Mergers and Acquisitions - LBOS and Recapitalizations
    • Fairness Opinions
    • Adequacy Opinions
    • Solvency Opinions
    • Valuations
    • Damage Issues
    • Fiduciary Issues
    • Advice to Special Committees of Boards and Trustees
    • Due Diligence and Disclosure Issues
    • Financing of debt and Equity - Public and Private
    • Leasing and Real Estate Financing
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    J.F. Chip Morrow
    Nationwide coverage
    San Antonio ALL States 78261
    USA
    phone: 210-651-3749
    fax: 210-651-4076
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    Profile: 47+ yrs experience in financial, mortgage & business institutions including 17+ President, CEO & Director & 6+ director of a mortgage company. 15+ years of leadership/ directorships in national & state trade associations. Over 500 federal & state nationwide cases i for FDIC, FannieMae, financial institutions, mortgage companies, businesses, non-banks, individuals. Services provided: consulting, depositions, reports, affidavits & court testimonies.

    Expertise: Financial Institutions, Mortgage Institutions, Business, Real Estate. Residential mortgage loans,construction loans, commercial real estate loans, business loans, SBA; Operations; Fraud; Lender Liability; Policy & Procedures; Fiduciary Duties, D & O conduct, Other. Reports, depositions & court testimony in Federal, Bankruptcy & state courts.

  • 500+ nationwide cases working both for defendants and plaintiffs.

  • 20+ years of in-house, industry, and outside expert witness experience.

  • 75+ depositions taken and 35+ court appearances in both Federal and state courts.

  • Clients: FannieMae, FDIC, Freddie Mac, FHA, VA, Viacom, Wells Fargo Bank, State of CA, Bank of America, Amex, Citicorp Mortgage, Washington Mutual, Bank One, Long Beach Mortgage, EMC Mortgage, JPMorganChase Bank, PacifiCare, Beal Bank, Avnet, Fidelity Title & First American Title

  • Approximately 50% of cases are for financial institutions, 40% against financial institution and 10% are other.

  • Serving clients nationally— 40% plaintiffs and 60% defendants.

  • Resume, fee information and references provided on request.
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    Alistair Hynd
    5 Old Bailey
    London EC4M 7AF
    GBR
    phone: 44-207-0028732
    fax: 44-207-0028895
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    Alistair Hynd has over 15 years experience in Corporate Finance. He heads the Project Finance and Financial Modelling Team that functions at Baker Tilly Corporate Finance, LLP (Baker Tilly). Mr. Hynd specialises in Project Finance, PFI, PPP and Debt Advisory plus Financial Modeling. Mr. Hynd is an Associate of the Institute of Chartered Accountants in England and Wales (ICAEW) and member of the Institute's Corporate Finance faculty. He is also a full member of the Association of Corporate Treasurers.

    Mr. Hynd's team at Baker Tilly can become involved in Project Finance or Financial Modeling in three ways:
  • 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.
  • Other Services Include

  • 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
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    Bryan L. Parker, CPA/PFS, CFP, CLU, ChFC, CASL, FCPA
    Principal
    2501 Meadowview Ln., #201
    Pelham AL 35124
    USA
    phone: 205-664-1212 or 205-422-0448 (Cell)
    fax: 205-664-1255
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    Bryan L. Parker, CPA, LLC provides help to small to medium sized business with their Accounting, Payroll, and Tax needs. They have built a firm that provides quality accounting services coupled with a high level of client support.

    Their expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements. The largest accounting firm in the city of Pelham, Alabama, their dedicated staff combine their years of experience to assure that every client receives the close analysis and attention they deserve.

    Accounting Services:
    • Reviews & Compilations
    • Bookkeeping / Write-Up
    • Business Consulting
    • Business Entity Selection
    • Buying or Selling a Business
    • Estate & Trust Tax Preparation
    • Financial Analysis & Statements
  • IRS Representation
  • Management Advisory Services
  • Notary Public
  • Payroll Services
  • QuickBooks
  • Sales Tax Services
  • Tax Preparation & Planning
  • Bryan L. Parker CPA | Accounting, Payroll & Tax Needs for Small/Medium Businesses in Birmingham, AL

    Bryan Parker Forensic Accounting Expert PhotoBryan L. Parker, CPA/PFS, CFP, CLU, ChFC, CASL, FCPA, is a Certified Forensic Accountant with over 30 years of experience in his field.

    Background - Prior to founding Bryan L. Parker, CPA, LLC, Mr. Parker held the position of CFO at McPherson Oil Company ($300 million + annual revenues) where he was responsible for advising and negotiating banking relationships, acquisition review, acquisition integration, financial reporting, and interaction with external auditors. His experience also includes serving as VP of Mergers & Acquisitions for Citation Corporation (Public Co.) and CFO of TIC United Corp., Dallas, TX ($300 million + revenues).

    Mr. Parker has performed business valuations for more than 100 businesses in a variety of industries including manufacturing, trucking, printing, fuel oil distribution, motor/lubricating oil distribution, professional services, restaurants, fast food franchises, metal foundry, metal forge, machining, and plastic injection molding.

    View Bryan Parker's Expert Witness Profile.
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    Amitabh Singh
    Founder & Managing Director
    Pen Y Bont
    Oswestry Shropshire SY10 9JQ
    GBR
    phone: +447526017574
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    CoGlobe Consulting is an International Management Consulting firm with offices in UK, Sweden, and India, and operations in Europe and Asia Pacific (with focus on India, Singapore and Australia).

    CoGlobe creates customized and dedicated solutions for organizations looking to expand their business internationally. They provide end-to-end workable strategies and implementation assistance to clients across the globe.

    One of CoGlobe's primary services, B2B matchmaking, is a Partner/Opportunity Mapping Service with a special focus on EU, India, Australia, Singapore, and US markets. They help in connecting companies with reliable suppliers, as well as in finding relevant business opportunities to help businesses grow.

    CoGlobe specializes in Inward Investment and Business advisory in Healthcare, Food processing, IT, and Oil & Gas sectors in the European Union. They also outsource IT, Healthcare, market research, and data management projects from Europe to India and other low-cost countries.

    Amitabh Singh is the founder and Managing Director of CoGlobe Consulting. Mr. Singh is a Telecom expert with over 11 years of industry experience. He worked for giants like Airtel, Reliance Communications, Nokia, Nokia Siemens Networks, and Huawei.

    Industry and the need for challenges brought him to Europe, where he experienced the well-organized Scandinavian culture. Gaining expertise from his years in Europe made him confident that the world is a flat place with limitless opportunities. With appropriate guidance, any company can benefit from globalization.

    Mr. Singh launched CoGlobe Consulting with the vision of changing international business by integrating business hubs around the world - making the business simplified, so that companies can easily benefit from each country's competitive edge.

    Understanding the value of honest, ethical work, Mr. Singh specializes:
    • Strategy & Management Consulting
    • Mergers & Acquisitions
    • Europe – India Trade Corridor
    • India Market Entry Strategies
    • Ethics in Business
    • Overseeing / Coordinating Global Operations
    • Entrepreneurial Endeavors
      CoGlobe India
      Delivery and Operations Office
      1st Floor, Southern Park Building
      District Centre D-2, Saket
      New Delhi 110017
      Direct Number : +91 11 3019 4129
      Board Line Number: +91 11 3019 4409
      Fax: +91 11 3019 4102
      info@coglobeconsulting.com
      CoGlobe Europe
      United Kingdom Headquarters
      Office of Morris Cook Chartered Accountants
      6 Salop Road
      Oswestry
      Shropshire SH112NU
      Contact: Howard Shenton
      Phone: +44 1691 829 357
      Email: howard@coglobeconsulting.com
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    R. John Miner, P.E.
    President
    12807 Aqua Valley
    Helotes TX 78023
    USA
    phone: 512-506-9007
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    Collaboration Unlimited (CU) Collaboration Unlimited (CU) is a management consulting firm specializing in services to the Public Sector Utility Industry. We help our clients prepare for continued success in an environment of increasing customer expectations, complexity, and rapid change. CU is committed to helping organizations work better by aligning practices and performance with industry standards, market conditions and strategic direction.

    R John Miner Utility Industry Expert PhotoFounded by R. John Miner, CU builds on John’s record of 40+ years as a successful management consultant, executive manager, engineer, and educator in the utility industry. CU's approach emphasizes creative collaboration with clients to achieve sustainable solutions to their most challenging governance, management, and operational situations.

    Collaborative Learning offers a range of services to support effective learning for people in Public Power and related utility organizations. CU does not apply a “one size fits all” approach to our services. Instead, we bring together and customize the application of information, processes, and tools to meet organizations and learners where they are, and help them take the next right step in their development.

    Collaboration Unlimited Services Include:
    • Strategy Formulation & Business Planning
    • Organizational Development
    • Performance Management
    • Group Facilitation
    • Education & Training
    Collaborative Learning Services Include:
    • Knowledge and Skill Assessments
    • Knowledge and Skill Development Plans
    • Knowledge Retention and Transfer Programs
    • Skill Assessment and Development for Succession Planning
    • Curriculum Development
    • Education and Training Program Design, Delivery and Evaluation
    View R. John Miner's Expert Witness Profile.
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    Mo Kader, PhD
    PO Box 3089
    Tamarama New South Wales 2026
    AUS
    phone: +61 4 1465 3183
    fax: +61 2 9475 0531
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    Consultica Worldwide is a management consulting firm with a reputation for resolving strategic and operational issues in Business, International Education, Management, and Human Capital. The firm was established in Sydney, Australia in 2003 and provides consultancy services in management, strategy, quality, business, and international education.

    Consultica specializes in assisting with RTO quality and development, university advisory, higher education service provider (HEP) services, tertiary quality, start-up, and strategic planning. Their services cover the following:
    • Quality Development, Enhancement
    • Quality Systems
    • Registration and Re-registration Services
    • Harnessing Strategic Synergies
    • Creating Quality Cultures
    • Developing Corporate Talent
  • Aligning the Workforce to Strategy
  • Strengthening High-impact Leadership
  • Leadership Transition
  • Risk Management
  • Executive Guidance
  • Strategic Management
  • Mo Kader Business Management Expert PhotoPrincipal, Mo Kader, PhD, is a business and commerce professional specializing in three areas of expertise: Business Start-up and Development, Human Capital and Corporate Training, and International Education and Institutions. He has an in-depth knowledge of the education, corporate training, learning and development fields and of Small and Medium Enterprise (SME) and larger commercial enterprise.

    Dr. Kader assists SME's and large businesses in a range of sectors to start up or develop or grow. This is done through business management principles and with a range of human resource and organizational development approaches. These help increase the start-up business success rate and streamline its processes, as they do with larger businesses looking for better performance.

    Dr. Kader's understanding of management, business development, new company growth strategies, and change management aid in providing a pragmatic, driven approach to business. He has worked as Business Development Manager, National Business Manager, Head of Sales, General Manager, and Managing Director, and has a high degree of acumen in international business, export development, new enterprise start up, and in resolving business and commercial issues via good business practice and human capital programs.

    Mo Kader is experienced in the regulatory framework of compliance for Registered Training Organisations (RTO's), Higher Education Providers (HEP's), and Universities. He assists RTO's with initial registration and ongoing compliance. The establishment of Higher Education Providers and Tertiary Education Institutions is also his forte. With an ability to assist from the inception and Strategic Planning phase to the development of internal policies and procedures that provide the institute with a Quality Framework, Dr. Kader is able to impart sound advice and implementation support.
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    Dennis Coleman
    10 Chaucer Lane
    Ventura CA 93003
    United States
    phone: 6613136579
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    Dennis E. Coleman & Associates has been providing Healthcare Management Services to various healthcare provider clients since 1990. They offer services in a variety of areas, including, but not limited to:
    • Physician / Hospital Collaboration
    • Medical Staff Development
    • Business Development
    • Operations Management
    • Interim Hospital Management
  • Policy & Procedure Development
  • Human Resources Management
  • Marketing & Sales
  • Delivery System Development
  • Strategic Planning
  • Principal, Dennis E. Coleman, JD, MPH, has over 40 years of experience in Hospital and Healthcare Management. Mr. Coleman's academic background includes a Juris Doctor degree from Southwestern University in Los Angeles and a Masters in Public Health degree with a Hospital Administration major and a Bachelor of Arts degree in Political Science, both from the University of California, Los Angeles.

    Mr. Coleman was most recently the Chief Executive Officer of Community & Mission Hospital located in Southern California. He has also served as a part-time faculty instructor in hospital administration and healthcare management at both California State University, Northridge and California State University, Los Angeles. He currently maintains a national consulting and expert witness practice specializing in hospital administration / healthcare management.

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    Dr. Palmer Morrel-Samuels
    210 Park Street
    Chelsea MI 48118
    USA
    phone: (734) 368-3348
    fax: 734-433-0346
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    Employee Motivation & Performance Assessment, Inc.(EMPA) has designed Employee Assessments and has provided Survey Research Services for more than 7 million employees, including Performance / Skill Assessments, Employee Surveys, and Program Assessments. Its domestic and international clients span 45 countries and include large companies, non-profit organizations, and government agencies that have 1000 or more employees.

    Dr. Palmer Morrel-Samuels is EMPA's founder and CEO. He is a Research Psychologist with over 25 years of extensive training and experience in Statistical Analysis and Assessment Design. He received a Master of Arts degree in Research Methodology from the University of Chicago, a Master of Philosophy degree and a Ph.D. in Experimental Social Psychology from Columbia University.

    A well sought out expert, Dr. Morrel-Samuels has
    • Testified before the U.S. Congress on employee motivation and its linkage to objective performance metrics,

    • Provided assessment services for non-profit organizations (e.g., Blue Cross-Blue Shield, University of Michigan), government agencies (e.g., the Department of Justice), and Fortune 500 companies (e.g., FedEx, IBM, GM, California Edison, Bank of America, Xerox, Coca-Cola, and Disney),

    • Been an expert resource for the New York Times, the Washington Times, and the Wall Street Journal,

    • Conducted research for IBM, EDs, the University of Chicago and Yale University,

    • Been a faculty member at Antioch Graduate School and the University of Michigan Business School

    • Lectured extensively on survey design and organizational communication,

    • Authored several patented employee and leadership assessments, and

    • Published articles in The Journal of Experimental Psychology, Behavioral Research Methods, The Journal of Personality & Social Psychology, California Management Review, Physician Executive, and Harvard Business Review, among others.
    Dr. Morrel-Samuels currently teaches courses on survey design and research methodology at the University of Michigan’s Institute for Social Research and the School of Public Health. He is also serving as the President of the Workplace Research Foundation, a nonprofit responsible for the National Benchmark Study® - a nationwide survey that sets BenchmarksTM and measures the causal linkage between employee motivation and subsequent stock return.

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    This paper outlines a number of innovations that we have recently implemented in the Research Methodology Course at the University of Michigan's School of Public Health.

    3/29/2013 · Surveys
    THERE'S NO DOUBT that companies can benefit from workplace surveys and questionnaires. A GTE survey in the mid-1990s, for example} revealed that the performance of its different billing operations, as measured by the accuracy of bills sent out, was closely tied to the leadership style of the unit managers.

    This might come as a shock: Employees in large corporations sometimes mistakenly believe that they have been discriminated against. Admittedly, discrimination does occur, both in society and in the workplace. And as most attorneys know, many discrimination cases concern claims of either adverse treatment or adverse impact.

    Effective evidence-based managelnent requires analyzing data from a broad array of sources and conducting carefully designed pretest-posttest comparisons. However, our experience suggests that few businesses take that process to the next level by building merged datasets that can be used for rigorous pretest-posttest comparisons and meaningful statistical analyses.

    10/10/2012 · Surveys
    Companies are replacing paper surveys with Web-based versions that can dangerously distort the results.

    No contemporary guide exists for using statistics to prove causality in court. We outline a new theory explaining comprehension of causal graphs, and claim four hallmarks of causality are critical: Association, Prediction, Exclusion of Alternative Explanations, and Dose Dependence.

    4/23/2012 · Social Issues
    We distinguish between reverse discrimination and over-correction, arguing that the former should be used only to describe cases where well-qualified non-minority applicants are unjustifiably denied positions in organizations run by and/or staffed by minorities. Similarly, we argue over-correction should be used to describe well-qualified non-minority applicants who are unjustifiably denied positions in organizations run by non-minorities.

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    Simon Parke
    17 Pretoria Road
    Southsea Hampshire PO4 9BB
    GBR
    phone: 0203-289-6360
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    Simon Parke Corporate Travel and Payment ConsultantExpense360, founded by Simon Parke, is a boutique consultancy offering expertise in Integrated Travel Booking, Expense Management and Corporate Payments. Expense360 supports an organisation's in-house resources and decision makers, providing businesses with a very high level of practical experience, know-how, contacts and confidentiality.

    By focusing on a targeted group of connected industries, Expense360 provides a level of expertise that enables client success based on the comprehensive knowledge and understanding of the unique challenges faced when selecting, implementing or integrating travel booking, expense management and corporate payment solutions.

    Consultant Services:
    • Solution Innovation & Strategy
    • Corporate Travel & Expense Management
    • Partner Management
    • B2B Integration
    • Financial & Treasury Data Integration
    • Purchasing and Lodge Card Solutions
    • IT / Business Project & Program Management
    • Business Transformation
    • Software as a Service
    • On Demand Software
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    Douglas E. Johnston, Jr.
    Managing Director
    100 Wilshire Boulevard, Suite 940
    Santa Monica CA 90401
    USA
    phone: 310-917-1075
    fax: 310-393-9205
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    Doug Johnston has over 30 years of direct Senior Executive experience and CEO/C-Level management positions with national-scope companies including Commercial Banking, Mergers & Acquisitions, and Real Estate. Early in his career, he was named as a bank President in Texas where his bank received the regulators’ highest ‘Class 1’ rating. He thereafter established multiple new full-service bank offices in Texas and California over 11 years before entering the mergers & acquisitions field and becoming EVP-Finance & Administration and a ‘Founding Father’ of the largest private company in Los Angeles.

    Mr. Johnston is an investigative and strategic consultant with direct experience in finance, management, sales, and operations. He has extensive due diligence, negotiation, underwriting, and documentation experience including as a lender, borrower, buyer, investor, executive and/or seller in hundreds of transactions in the service, technology, manufacturing, real estate, and entertainment sectors across the US, with well over $2 Billion in closed transactions. Mr. Johnston has over 30 years experience in getting quickly to the heart of deals, strategy, and assessing the strengths and weaknesses of either side of a transaction. As a published author, he has written numerous articles on topics including finance and economics, and he is a past President of the Century City Rotary Club.

    Selected Professional Experience:

    Platinum Equity, LLC, 1997-2004 - EVP Finance & Administration of the largest privately held company based in Los Angeles and one of the top largest private U.S. companies, with additional offices in New York, Boston and Paris. Platinum was an early participant in the ‘private equity’ sector and has specialized in acquiring key divestitures from IBM, ATT, Viacom, WorldCom, Motorola, Alcatel, and Lucent among many others.

    Nook Sleep Systems, LLC, 2008-2013 - Co-Founder & CEO of highly acclaimed infant mattress and ancillary consumer products brand which manufactures throughout the U.S., Canada, Puerto Rico, and Australia.

    SCI Real Estate Investments, LLC, 2005-2007 - CEO/COO/Co-Founder of a ‘Top 3’ national-scope company within the $15 Billion/year Tenant-In-Common (‘TIC’) segment of commercial real estate.

    Areas of Specialization:
    • Banking & Lending
    • Mergers & Acquisitions
    • Corporate Finance
    • Private Equity
    • Due Diligence
    • Leveraged Buyouts
  • Equity Syndications
  • Asset Protection
  • Hedging & Foreign Currencies
  • Marketing & Development
  • Operating Management
  • Staffing & Employment Practice
  • View Douglas Johnston's Expert Witness Profile.
    1/17/2017 · Real Estate
    Experts in the emerging field of data analytics now provide attorneys with powerful new tools to transform and evaluate 'data dumps' exchanged during legal discovery. While many national-scope firms have developed in-house data analytics skills, regional and local firms now also have full access to third party state-of-the-art processing algorithms and optical scanning software that convert paper images to analyzable data. Over the past five years, refinements in data analytics techniques and document review software have moved to the forefront of litigation support to dramatically change the landscape of discovery. To improve case outcomes, outside experts in data analytics look to: 1) get more out of the available case data, 2) reduce human error and risk, and 3) save 30-70% (or more) in costs and time. Several examples below illustrate the case for advanced analytics.

    2/26/2016 · Banking
    Negative interest rates are a confusing topic and they may be heading to the U.S. this year. Many Americans ask what they mean and why this is all happening. Since 2014, leading European central banks have initiated 'negative interest' policies as an economic stimulus measure by means of large government-issued or sovereign bond activities. Negative rates begin where major buyers of low-risk government bonds agree to accept a return less than their original investment when the bonds mature. Since Government bond rates are the bellwether for corporate bond rates, these once-improbable 'negative interest' bonds soon become a major influence in major bank bond portfolios. The Federal Reserve and U.S. banks are now looking at them.

    7/10/2015 · Banking
    While financial market observers in the US remain focused on the timing and magnitude of the Fed raising target interest rates over the months ahead, European bond markets have begun to experience just the opposite - the never-before-seen phenomenon of actual negative bond market interest rates. Since the Global Crisis of 2008, which saw both the Fed and foreign central bankers seeking both to calm markets and to encourage growth by reducing rates to the 'zero bound,' interest rates for bellwether German bonds and across Europe in late 2014 crossed into negative territory, and for the first time in world history.

    6/12/2015 · Finance
    As billionaire Warren Buffet once noted, "Price is what you pay. Value is what you get." Interested buyers, investors and bankers looking at new initiatives with companies often share similar objectives in 'kicking the tires' to be sure a target company has properly documented its business activities. On the other side of the transaction, the subject company's Founder, Board of Directors, CEO, Chief Financial Officer, Chief Operating Officer, Accounting and/or other departments can find themselves overwhelmed by the volume of documentation requests. Third parties can test the bounds of both courtesy and reasonableness before committing to and funding a new transaction.

    5/12/2015 · Finance
    The emergence of structured finance products over twenty-five years ago enabled major commercial banks and investment houses to develop higher volumes of real estate, credit cards, automobiles and other asset-based loans in new and often more profitable ways. Historically, lenders normally generated these types of loans as portfolio loans, where the bank kept and monitored these loans on its own balance sheet and at its own risk. But beginning in the late 1980's, banks began to investigate taking an intermediary or conduit role for certain types of loan portfolios. When generating loans which met the advance underwriting criteria of large investors, banks and loan originators recognized they could simultaneously generate large fees and also promptly move these 'tailored' loan portfolios off the bank's books, by pre-packaging them for investor third parties.

    4/14/2015 · Finance
    "When it happens to you, you'll know it's true." Old Proverb A financial expert witness experienced in the due diligence process and in complex business negotiations can help unlock the valuation issues at the core of many business disputes. Merger and acquisition-related lawsuits can become an exercise in piecing together both the timing and materiality of various communications by representatives from both parties. Analysis of the specific due diligence activities undertaken and the data exchanged can yield key answers. With a full understanding of the processes and communications developed in due diligence and underwriting, business disputes can be more readily resolved.

    3/12/2015 · Economics
    Several important economic factors appear to be moving unfavorably for the US at the moment, both domestically and abroad, and there are increasing indications that America may not be able to orchestrate a global resurgence on its own. Despite encouraging signs of domestic recovery, fundamental structural problems persist in the US economy. The National Debt now exceeds $18 Trillion, the Department of Agriculture confirms that well over 46 million Americans continue on food stamps, and key voices have stepped forward asking for a deeper look at several U.S. economic statistics. Last week long-time Gallup CEO Jim Clinton very boldly drew attention to the government's recent 5.6% unemployment numbers, questioning them as overly optimistic interpretations of data, and noting on CNBC that the percentage of Americans holding full-time jobs is now the lowest in 60 years.

    2/13/2015 · Finance
    With the Federal Reserve's wide-ranging efforts to address the ongoing Credit Crisis through unprecedented money-creation activities, we are now likely witnessing the final phases of the U.S. Dollar's 64-year reign as the primary global reserve currency. Few Americans understand the implications of this dramatically unfolding global sea-change.

    1/14/2015 · Finance
    The global monetary system which was laid out by the Allied nations at Bretton Woods, New Hampshire, in 1944 is nearing its end, and daily we move closer to the threshold of a financial new world order. The United States, having created the most powerful economic system yet devised by man, and having earned global 'reserve currency status' for the US Dollar through America's unequalled military and economic power as the victor of two World Wars, is now nearing the unthinkable loss of the global financial dominance of the Dollar. Following the residential real estate 'Bubble' of 2002-2006, the sub-prime Credit Crisis of 2007, and the broader global financial meltdown which has followed, the U.S. has experienced dramatically declining levels of core lending & general economic activity.

    5/11/2015
    "In his most recent article about the never-before-in-history advent of negative interest rates in Europe and the U.S., Douglas E. Johnston, Jr., Founder and CEO of California-based Five Management, LLC advisors addresses some of the early implications of this startling new market frontier, which was not even envisioned by John Maynard Keynes, the founder of modern economic theory."
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    Robert Bates, CPA, CFE, CVA
    CFO
    1819 Polk St. , #314
    San Francisco CA 94109
    USA
    phone: 508-331-8815
    Robert-Bates-Forensic-Accounting-Expert-Photo.jpg
    HP Accounting Services, Inc. is a leading provider of interim and outsourced Financial Management for tech and other companies. A CPA and business valuation firm, they support their clients’ compliance with the IRC 409A and SFAS 123(R) rules, intangible asset valuation, as well as issues involving litigation.

    Consulting Services:
    • Accounting - Bookkeeping (Monthly/Quarterly/Annual), Accounting system setup for new businesses, Personal financial statements, Business Plan Development & Loan Brokerage, Audit Preparation & Liaison, Budgeting
    • Business Valuation - Purchase Price Allocations — FAS 141R
    • Mergers & Acquisitions
    • Business Fraud Prevention
    CFO, Robert Bates, CPA, CFE, CVA, has over 25 years of Financial Management and Accounting experience as a Controller and CFO in various industries. He has been in several industries, including telecom, media, retail and financial services in addition to having consulting experience at startups in the software, technology, and life sciences fields.

    Mr. Bates specializes in International Accounting, Software Issues, and Obtaining Financing. AS CFO of a public company, he has completed due diligence accounting/reporting for 12 acquisitions, including performing Business Valuations and dealing with FAS 142 issues. Mr. Bates has handled accounting for complex debt instruments including warrants, beneficial conversion feature, and other derivative issues. He has also been responsible for SEC reporting: 10Q’s and 10K’s.

    View Robert Bates' Expert Witness Profile.
    8/31/2017 · Accounting
    Economic downturns and recessions are notorious for encouraging fraud. As new and prospective fraud examiners, it's imperative that you become aware of the various fraud risks that can occur and the red flags that indicate a fraud in progress.

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    Jeffrey M. Evans, LSM, PCAM, MCM, CCE, CCM, ECM, ASCAC
    Principal
    6302 Route 191
    PO Box 529
    Mountainhome PA 18342
    USA
    phone: 570-350-3550
    fax: 570-646-5337
    Jeff-Evans-Business-Management-Expert-Photo.jpg
    Management Matters provides Planned Communities, Private Clubs and Nonprofit Organizations with consulting services to creatively address operational and organizational challenges and opportunities in all of the following areas:
    • Board Development
    • Deer Management
    • Dispute Resolution
    • Executive Searches
    • Goal Development and Evaluation
    • Long Range Facility Planning
    • Manager Training/Mentoring
    • Marketing Plans
    • Meeting Planning and Preparation
  • Member/Property Owner Communications
  • Member Service Training
  • Municipal Cooperation and Partnerships
  • Policies, Guidelines and Processes
  • Public Relations/Organization Spokesperson
  • Staff Development
  • Strategic & Succession Planning
  • Ice & Snow Management
  • Volunteer Development
  • Principal, Jeffrey M. Evans, LSM, PCAM, MCM, CCE, CCM, ECM, ASCAC is a Management Specialist with over 35 years of experience.For 30 years, Mr. Evans served as the Chief Operating Officer for the Lake Naomi-Timber Trails Communities and the Lake Naomi Club (A Platinum Club Community), located in Pocono Pines, Pennsylvania. In late 2010, Jeff stepped into a consulting role for the Lake Naomi-Timber Trails Communities and the Lake Naomi Club.

    Mr. Evans has certifications from the Communities Association Institute (CAI), Community Managers International Association (CMIA), and Club Managers Association of America (CMAA), Certified Ice and Snow Professional, Accredited Snow Contractors Association.

    View Jeff Evans' Expert Witness Profile.
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    Michael Phillips
    San Francisco CA 94114
    USA
    phone: 415-505-4123
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    Michael Phillips has served as a bank vice president, corporate treasurer, foundation president, and Marketing / Management consultant to more than a thousand businesses worldwide, from one person shops to a $100 billion global giant.

    Background - Mr. Phillips co-founded the marketing research department at Bank of America from 1964-1968. In that capacity, he organized the Bank PR and Marketing Research Association. For several years after, Mr. Phillips served as Vice President of Bank of California. There, he was involved in a lawsuit to end employment discrimination. Although he has held various positions since, Mr. Phillips has always had a particular interest in Equal Employment. He is a published author of eleven books and a founder of the Briarpatch Network.

    Litigation Support - Michael Phillips has been successful in winning cases involving business matters on behalf of Consumer rights and Minority Communities since 1983. He has opined in cases against PG&E, Southern California Edison, San Diego Gas & Electric, MCI, Pacific Bell, AT&T, and Qwest.

    Mr. Phillips has been an expert witness in more than a dozen Public Utility cases on behalf of major American minority organizations. He is noted as the organizer and lead plaintiff in the first and most influential class action on behalf of women and minorities. With Robert Gnaizda at Public Advocates as attorney, a settlement was reached in 1972 with five major banks and Savings & Loans. The settlement set affirmative action goals which put banking in the forefront of "equal employment" in the U.S. for the next quarter century.

    Forum - California Public Utilities Commission
    • Expertise: Environmental Settlement
    • Expertise: Corporate Governance
    • Expertise: Marketing Practices and Ethics
    Forum - California Department of Insurance
    • Expertise: Management
    • Expertise: Top Management Compensation
    Forum - California Senate Energy Committee
    • Expertise: Corporate Finance
    Michael Phillips
    This book describes the components of human behavior that thrive in a world of commerce: meritocracy, diversity, openness, an appreciation of markets and technology. Commerce has brought us modernity and the infinite number of niches that allow individuals to find a life of authenticity.
    Michael Phillips, et al
    The original proposal for a randomly selected legislature with arguments based on the Federalist Papers.
    Michael Phillips
    This book tells how to live with money: how to get it, care for it, and forget about it. An underground classic among corporate executives, accountants, and entrepreneurs since the 1970s, it is rooted in the author's commitment to right livelihood, to learning how the world works, to a willingness to "fail young," and to networking. Phillips shows how to combine these principles with the seven laws to engender a healthy, fearless attitude toward money.
    Michael Phillips, et al
    The best marketing you can do for your business is to concentrate on creating a high-quality operation that customers, employees and other businesspeople will trust, respect and recommend.
    Michael Phillips
    Other Books and Publications by the Author
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