Counselors to America's Small Business
34+ years of corporate accounting and finance experience with job titles and responsibilities such as Dir. of Acctg.; Controller; Dir. Planning & Control; Finance Dir. and Treasurer in a large manufacturing environment including mine and refining operations; recycling of chemicals; liquid hazardous waste incineration; and outsourced pharma operations. I have served on manufacturing joint venture boards and led the company investment committee on defined benefits and defined contribution plans.
Since retirement from the for-profit world, I have served on non-profit boards prior to and after start up. I have served as chair or co-chair of the governance, executive director search, finance committee and as Treasurer.
I started with Score in Princeton, NJ, but have been a relative long term member of the Northern Nevada chapter now.
BA - Accounting; MBA - Finance
Career Summary: Expert in Business Start ups, Buying and Selling a Business, Business Budgets and Plans, Business Strategy, Sourcing, Warehousing and Shipping Products, Legal Issues, Purchasing Insurance
BBA from the City College of New York
JD and LLM from the School of Law of New York University
MBA from the University of Chicago
Licensed as a CPA and attorney.
Long Time SCORE mentor. Over 40 years of restaurant experience both entrepreneurial and corporate in all aspects of the food service industry.. My experience includes Fast Food, Fine Dining, Stadium Concessions, Japanese, Steakhouses, Quick Serve Restaurants, Coffee Shops Pizza and Diners. Particularly experienced in Business Plans, Start Ups and Buy/Sell Business.
Experienced in:Business Operations in the Restaurant and Hospitality Industries.
Start Ups, Restaurants, Coffee Shops, Major Restaurant Chains, Fast Food, Quick Serve, Liquor Bars, Wine Bars,Beer Bars and Bar and Grill
In addition, many other aspects of the food service Industry including Catering
Expert in writing Business Plans, Operation Control & Analysis, Startups, Food and Beverage Control, Systems, Operating Procedures and Financial Analysis.
Developed the Business Viability Program (BVP). This program determines the viability of prospective new and existing businesses.
Created the Business Financial Program (BFP). A program designed to create the financial data for a business plan.
Originated and implemented computerized hourly labor cost containment systems and controls.
Specific computer/software development and application experience in demographic analysis, Pro-Forma P&L's, Business Plan development, menu creation, recipe development, food and beverage purchasing and inventory control.
Developed computer/software program applications for Budgets, Cash flows, Pro-forma P & L’s, Other financial tools for operations analysis.
Developed and written operations manuals and procedures and has developed and implemented detailed cost controls for food and beverage.
Attended the School of Hotel and Restaurant Management at the University of Denver, Denver, Colorado, majoring in Hotel and Restaurant Administration. He holds a Bachelor of Science in Business Administration from New York University, New York, N.Y.
Business Plans, Strategic Plans, Financial Plans, Business Planning Tools, Accounting, Health Care, Importing, Exporting. 30 years experience in the medical equipment industry, last as Chief Financial Officer (CFO) of a full scope Medical Equipment Business Unit of a large multinational company. Prior work experience included an import operation in the US and an export operation of a large manufacturer in Germany.
Education and Business Schooling/Training in Germany.
Expert in creating business plans. Very knowledgeable in business operations. My 31 year business career was spent with the DuPont Co. in the area of polymers and advanced materials. After starting as a research chemist working on new polymers, I moved on to management positions in sales, marketing, plant technical support, product management, business and strategic planning, and eventually business director. I have worked extensively in South America, Europe and Asia Pacific (especially China). I have been involved in the start-up of numerous new small businesses, and led a team evaluating which new business concepts to pursue. I am experienced in mergers and acquisitions, having been involved in more than a dozen deals (including licensing). As result of the business positions held, I am knowledgeable about aspects of the chemical, automotive, aerospace, apparel, floor covering, electrical/electronic connectors, and general industrial markets. As business director I was accountable for businesses with $250 million in sales, 600+ employees and several manufacturing facilities in the U.S., Europe, and Asia Pacific. As a 10 person leadership team member of a $2.5 billion dollar strategic business unit, I led a multi-year program to install a new managing process to improve performance and individual accountability.
B.S. - Chemistry: Polytechnic Institute of Brooklyn, 1968 Ph.D. - Chemistry: Columbia University, 1973
1986-1991, Worked for international CPA firm 1991-present, own a Provo CPA firm
1986, Masters degree in Accounting from BYU
Proficient in turnaround and managing small business. Expert in inventory management, financial control, and operating profitability. Trained and worked at Abraham and Straus Department Store, trouble-shooting various kids, ready-to-wear, and accessories areas. As V.P. then President of Operations the Hot Sox Co., later the Polo/Ralph Lauren hosiery licensee, had an additional 30 years of experience as a results-driven executive leader. Duties included establishing controls for buying, inventory, and for expenses, negotiating costs with and overseeing 30 mills worldwide, and coordinating with Design, Sales, Accounts Payable/Receivables, and Marketing, as well as supervising the warehouse. Resolved business problems throughout this 30 year career, which also included costing and pricing, off-price sales, merchandising, customer service, shipping, and financing.
B.A. from Duke University
Expert in writing Business Plans and BUSINESS Consulting , MUSIC and PROMOTION, RETAIL Operations,Business Development MARKETING and Promotion MUSIC, Music, ENTERTAINMENT, Performing Arts, Advertising, Large Retail Operations, Flea Markets, Furniture. Consignments Sales. Pre-owned Vehicle Sales, Skilled in all aspects of Business. Management, Budgeting & Analysis, Merchandise Business Startup, Business Turnaround, Cash Management, Financial Planning / Cash Flow, Human Resources. Inventory Control, Pricing & Promotion, Sales, Strategic Planning. 47 year combined career.
Eastman School of Music
Retired from CVS Health as a VP of Information Technology.
Prior positions were in IT for SysteMed, Saks (Younkers), Iowa Department of Transportation and a couple Community College Districts.
Did start and ran two IT Service and System Sales companies as well as consulted small businesses and taught in my early career.
Expertise in: IT Strategy Development, Business Plans, Implementation & Management Business Applications, Implementation & Management for continuous improvement. Mergers and Acquisition Transition and Management. Coaching & Mentoring. Vendor Relationships. Outsourcing & Off-shore Vendor Management. Project Management.
BA - Iowa State University - College of Business
Post Graduate work at ISU, University of Iowa and others.