Expert Details
Due Diligence and M&A Advisory Services
ID: 735308
Florida, USA
Highlights of Expertise
• Strategic Planning
• Budgeting with P&L Responsibility
• Organizational Management
• Business Law
• Management Leadership & Development
• Industry Legal Issues & Experience
• Strong Financial Acumen
• Board Reporting Experience
• Shareholder Relations
• Sales Relationship Development
• Results-oriented Marketing
• Growth Consulting
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1980 | Degree: Bachelor of Science | Subject: Business and Hotel Administration | Institution: Oklahoma State University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2012 to Present | Employer: Undisclosed | Title: PRINCIPAL | Department: Administration |
Responsibilities:We provide standard and enhanced due diligence service for private buyers, investors and private equity groups. Our due diligence service offers financial and operational due diligence as well as M&A advisory services for pre and post-close transaction. We can do deep dives into the financial condition of target acquisition companies so buyers can ensure they receive the real picture on the business they are buying. |
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| Years | Employer | Title | Department |
| Years: 2002 to 2013 | Employer: Comfort Medical Supply, LLC. | Title: FOUNDER & CEO | Department: C-Level |
Responsibilities:Founded a national medical supply company which experienced exponential business growth.Coordinated daily operations at a home medical equipment company and provided long-term vision and strategy for growth. - Drove revenue growth from $20K investment to $12M over 10 years. - Awarded national accreditation with Health Quality Association on Accreditation (HQAA) - Created an innovative method to serve the entire US from one B&M location and almost no stocked inventory, a method now recognized by niche business professionals. - Total budgeting, cash flow, and P&L responsibility with member and board-reporting responsibility. - Ranked among the Inc. 500’s Fastest-Growing Private Companies in America in 2008, 2009, and 2010. |
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| Years | Employer | Title | Department |
| Years: 2000 to 2002 | Employer: Mobility Products Unlimited, LLC. | Title: VICE PRESIDENT OF MARKETING | Department: Executive Management |
Responsibilities:Spearheaded marketing development and creation of a business model to grow a disability products company.Held responsibility for company-wide marketing and advertising operations. Oversaw department of 70 team members with direct supervision over 6 management staff. - Increased revenues from $2.5 million to $18 million in 16 months with direct B2C marketing. - Cut cost sale per unit through cost-efficient marketing campaigns, improving ROI. - Ensured regulatory compliance with Medicare/Medicaid and private insurance. |
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Additional Experience
| Other Relevant Experience |
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| Additional Experience - Project Manager / Senior Business Consultant – International Profit Associates – Chicago, Illinois - Vice President of Operations – Saratoga Hotel Group – Sault St. Marie, Michigan - General Manager, Director of Food & Beverage and other executive/ownership positions in major brand hotels/food & beverage operations for 20 years. |