"The numbers will speak for themselves."
Dan is a high level financial “engineer” with multiple successful career postings that has him as a top Executive in multiple industries. Dan has served as CFO, COO and President of small to medium size businesses that have needed his expertise in finance and leadership. Dan as a former CPA and owner of a CPA practice and software distribution company has made him a lifelong entrepreneur who understands the “numbers”. Dan has guided multitudes of sellers thru the rigors of a sale and can defend seller’s positions against strategic and private equity buyers who often times have a cadre of high-level advisors.
Among other skills, Dan excels at positioning firm’s financials, leading up to and thru an exit. He creates value working with management to often times overhaul or update their financials and plays a critical role during a client’s sales process. When appropriate, Dan excels at the due diligence process on sell side engagements as he interfaces with the buyer’s accountants and law firms when necessary. His deep understanding of the mechanics of a sale ensures a much smoother transaction with less misunderstandings and roadblocks. Dan is also a turn-around and restructuring expert with decades of experience.