CPA - CGMA - CA - FMVA - IM&A - M&AP
ENTREPRENEUR - INVESTOR - PRACTICING CPA - BUSINESS, STRATEGY, OPERATIONS, AND FINANCE CONSULTANT - HEALTH CARE CONSULTANT
HARVARD BUSINESS SCHOOL - STRATEGY EXECUTION, YALE SCHOOL OF MANAGEMENT - EXECUTIVE MANAGEMENT PROGRAM, THE WHARTON SCHOOL - ENTREPRENEURSHIP PROGRAM, LONDON SCHOOL OF ECONOMICS AND POLITICAL SCIENCE - MANAGERIAL FINANCE
WHO I AM
I'm a practicing CPA with 25+ years of diversified professional knowledge and experience.
I'm an entrepreneur and investor who invests in start-ups, real estate, health care and technology companies, domestic and international. I provide capital for businesses, usually in exchange for convertible debt, ownership equity, royalties or debt. I mentor and coach the businesses, and assist them with team building, accounting, strategic, operational, financial and tax planning.
I'm a business adviser, management, strategy and operations consultant providing strategic, unbiased and objective advisory services through various consulting entities to assist organizations in improving productivity and overall performance. Advisory expertise covers areas such as change management, financial performance, business restructuring, operations and strategy, with an emphasis on managing risks and costs.
I'm a healthcare consultant providing services through various consulting entities to the health care sector in the areas of financial reporting, budgeting & forecasting, financing, cash flow management, revenue cycle, general ledger, accounts receivable, accounts payable, payroll, consolidated fiscal reporting (CFR), consolidated budget reporting (CBR), grants management, internal controls, policy and procedure manuals, strategy, operations, practice management, physician compensation, health care billing and coding, EMR implementations, billing system implementations, practice start-ups, Medicare, Medicaid & third-party insurance reimbursement, practice mergers and reorganizations, retirement plans, personal financial planning, managed care and third-party insurance contracting, group practice design and taxation.
I'm the founder, President and the Chief Executive Officer of a boutique public accounting firm providing assurance, tax & business advisory services.
I'm the founder, managing member, President and the Chief Executive Officer of six business consulting firms providing strategic, operational, financial, health care consulting, and transaction advisory services.
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Entrepreneurship, Small Business, New Ventures, Venture Development & Management, Start-ups, Deal Structuring, Capital Advisory, Transaction Advisory, Technical Accounting, US GAAP Advisory, IFRS Advisory, Financial Reporting, CFO Advisory, Mergers, Acquisitions & Divestitures Due Diligence, Acquisition Integration, Financial Consulting & Advisory, Internal Controls, Financial Modeling, Budgeting & Forecasting, Business Financing, Financial Analysis & Planning, Operational Consulting, Strategic Consulting, System Reviews & Implementations, US Domestic & International Tax Advisory, Bankruptcy, Restructuring, Reorganizations, Succession Planning, Personal Financial Planning, Exit Planning, Health Care Consulting, and Coaching.