Advisor, Distillery — Provide strategic, capital and financial counsel with industry research, modeling and structuring as part of a 4 person team with owners for the launch of a new liquor brand and distillery with $8 million initial investment.

Advisor, Waste Management —Support owner in successful exit of regional environmental services company to industry player for mid-8 figures.

COO/CFO, Medical Device Start-Up, Beauty Industry — Collaborate with MD-founder and led all business operations from initial capital raise through commercialization (marketing and international distribution) to successful strategic exit to an industry acquirer.

CFO (interim), Proprietary University — Address liquidity and regulatory challenges; Analyze program-level and enrollment economics and potential divestitures; help set policy on payment requirements; supported leadership transition to incoming CFO. $50m budget; 2500 students

COO/CFO, Media and Entertainment Venture — Lead business execution aspects of multi-state sports training facilities in direct collaboration with prominent retired MLB players, including capital planning, partnership structuring, and project execution.

Consultant, Feasibility Study — Conduct investment research, models and analysis and prepare report for a proposed new regional entertainment and athletic facility.

CEO/CFO (interim) & Consultant, Multiline Community Center — Identify material misreporting and cash flow shortfalls; assessed enterprise-wide financial and operational impact; asked by board to lead organization of 250 employees through governance, stabilization and transition to a new permanent CEO.

Strategic Advisor, Residential Religious Institute — Develop complex, long-term actuarial, financial models to ensure sustainability of operations and mission with alignment of funding with future obligations. Create and organize chart of accounts and provided process efficiencies. $100m in investments; $8m budget

CFO/COO, Holding Company — Execute investments in and financing (including convertible debt) for products and services within the sports and entertainment industry tied to the brand of a premier MLB professional athlete as part of a 3-person management team.

Advisor — Help position a privately-owned regional environmental services company for sale to an industry leader and arrange for and collaborate with tax valuation firm.

Consultant — Conduct distributor expansion and consumer financing due diligence directly on behalf of prominent LA-based music artist for a branded product.

Advisor, Distilleries — Advise select angel investors in two bourbon distilleries by leading due diligence and management interviews and negotiating advantageous investment terms.

Advisor, Agricultural Company — Advise management for modeling and structuring a proposed acquisition of a vendor financed in part by a major national customer.

Consultant, Health Insurance — Secure go-decision from Fortune 100 company COO within 60 days for expanded product and distribution channel on behalf of senior sales executives by taking the lead in researching and drafting a business plan.

Consultant, Religious Seminary — Conduct competitive analysis for Provost to understand expansion opportunities for online program offerings.

Consultant, Private Equity and Media & Sports Platforms — Research and draft business plans for two distinct national roll-up strategies in Spanish Yellow Pages and Sports Agent & Media industries; platforms subsequently scaled and exited to premier international strategic buyers.

CFO (interim), Education Organization — Stabilize financial operations by rebuilding four years of lapsed financial and management reporting within two years; restore audit readiness and achieve unqualified audit opinions across funding sources including public grants and private national and regional multi-year donations. $5m budget; $13m federal grants.

CEO (interim), Multiline Community Center — Engaged following CEO departure upon the opening of a new $30 million operating facility with 4000 members. Identify major budget shortfalls and planned and executed strategy for minimizing. Oversee service pricing, new fee income and operational efficiencies. Transition to new industry CEO.

CFO (interm), Nonprofit University — Partner with President to support assessment for and execution of turnaround and lead financial operations and audit to prepare for re-accreditation. $37 million budget

Consultant, Investor Relations — Conduct assessment and provide recommendations for enhancing an investor relations strategy for an NYSE industrial manufacturing company as a Consultant.

Consultant, Beauty Industry — Conduct logistics and financial feasibility study for national cosmetic manufacturer in potential partnership for branded products with a premier hip-hop artist.

Advisor — Provide U.S. industry insights to CEO/COO at British venture with an innovative diabetes testing device including with travel to ADA national conferences.