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Industry Expertise High Technology Software Manufacturing Distribution E-Commerce Financial Services Products Expertise Audit and Business Advisory SEC Rules and Regulations Public Companies Initial Public Offerings Financial Reporting and Disclosure Mergers & Acquisitions Leveraged Recaps, Bond Offerings Due Diligence Evaluation of Internal Control Processes Stock Compensation Development Stage Enterprises Relevant Experience Provided expert consulting services to a NYSE-traded software company regarding various accounting and financial reporting matters including revenue recognition, purchase accounting and stock options. Assisted with restatements of financial statements, special investigators retained by the audit committee, the company’s auditors, audit committee, management, and the SEC. Led the audits and registration statement process for multiple companies’ initial public offerings. Provided consulting services to a variety of companies related to their Sarbanes-Oxley Section 404 compliance efforts including documenting, evaluating and testing internal controls (accelerated and non-accelerated filers). Managed the public registration of a $90 million corporate bond issuance for a private company in connection with a leveraged recapitalization. Led the financial due diligence teams for several acquisition targets throughout the United States and Worldwide including advising on deal structure. Provided consulting services and accounting advice to a multi-billion dollar company in connection with their Tender Offer to reprice stock options. Instrumental in a project to allocate approximately $11 billion of purchase price to the assets acquired and liabilities assumed in connection with an acquisition of a company with $5 billion in annual revenue from 6 business segments around the world. Education Northern Arizona University B.S. - Accountancy, Public Accounting Emphasis Professional Designations Certified Public Accountant Professional/Civil Associations American Institute of Certified Public Accountants California Society of Certified Public Accountants Ernst & Young Alumni Association, Board of Directors Orange County Providence Speech and Hearing Center Former Executive Committee, Board Member and Treasurer Offices: Orange County, California
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