How I can help you

Accounting  I provide counseling regarding business systems, financial analysis, business planning and budgeting.May experience includes 28 years auditing and accounting services with Arthur Andersen and 20 years as a chief financial officer with several So. Cal. manufacturing and real estate development and services companies.

Banking  I provide guidance on obtaining financing for small businesses. My experience includes 21 years as a CFO and consultant responsible for banking relationships for a number of So. Cal. companies, including Acacia Construction with borrowings of over $100 million, Tarbell Financial with borrowings of over $500 million. Arranged bank borrowings with many California and national lenders.

Construction  I can help with all aspects of construction and real estate management  including cost estimating and project management. I served as CFO for Acacia Construction, a residential real estate and office developer as well as CFO consultant to Forecast Homes.

 

Consulting I provide direction with respect to business planning, accounting and management systems, and banking relationships. 28 years experience as an accounting and business systems consultant with Arthur Andersen. 7 years as a financial management consultant to a number of So. Cal businesses and their owners. Includes Tarbell Realtors, Forecast Homes, Vidfilm, Rapid Rack Industries and Advance Storage Products. 

Consumer Products I can share my experience as CFO for manufacturers and marketers of consumer products. Includes Rapid Rack Industries selling home rack systems to major retailers such as Costco and Wal-Mart. Also includes Desiccare, a manufacturer of moisture and odor absorption products selling to a wide variety of retailers.

CPA My 40 years experience as a CPA with Arthur Andersen and as an independent CPA is available to you with respect to enterprise business software systems, taxation issues and general accounting matters. 

Employee Leasing I can share my knowledge with respect to the advantages of PEO payroll services. My experience includes service as a consultant to an Orange County based PEO firm and utilization of PEO  employee leasing services as a CFO. 

International Business I can provide guidance with respect to establishing and managing international business operations. I established set up Maquiladora manufacturing operations in Mexico for Rapid Rack Industries and Desiccare, Inc. I also managed sales export and raw material import activities for Rapid Rack and Desiccare.

Manufacturing I can share my in depth knowledge of manufacturing processes, cost accounting and controls. My experience includes 28 years as auditor and consultant to manufacturing clients of Arthur Andersen. Also 13 years as a CFO for several Southern California manufacturing companies including Rapid Rack Industries, Desiccare, Inc. and Advance Storage Products. 

Business Sales and Acquisitions I provide guidance with respect to sales and acquisitions of businesses. As a partner with Arthur Andersen I advised clients with business mergers and acquisitions. As a CFO and consultant I assisted with several sales and acquisitions of So. Cal. companies. 

 

 

Real Estate Agents and Operators I am very knowledgeable regarding real estate services. My experience includes service as CFO for Tarbell Financial Corporation, a real estate services company providing brokerage, mortgage financing, title and insurance services.

Residential Building I can provide you with my knowledge of cost estimating and project management. This is based on my business experience with several residential and commercial construction companies.

 
Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Manufacturing & Product Development
  • Non-Profit
  • Business Operations

Industry Experience
  • Banking, Financial Services and Insurance
  • Real Estate, Rental Services and Leasing
  • Construction, Industrials and Utilities
  • Manufacturing & Mining
  • International Trade, Imports / Exports
  • Nonprofit, Public and Professional Organizations

Education

UCLA graduate with degree in business administration.


Communication Methods

  • In Person