Interim CFO / CEO, structuring, financial modeling and analysis, due diligence, buy/sell process management, post-merger/acquisition integration, project management and change management, as well as tax planning and consulting. Expertise in the Energy, Hi-Tech, Real Estate Development, Alcoholic beverage, Distribution, and Manufacturing industries.

Provided leadership, tax advisory, compliance, diligence and restructuring for this Top 15 accounting, tax, and business advisory firm. Served as Partner-In-Charge of the Houston Practice, and lead partner on clients in Oil & Gas, High-Tech, Manufacturing, and Distribution industries.

Led turnaround of unprofitable internal division and created a scale-able, efficient and profitable division poised for growth. Led department's post-merger integration after MA LLP acquisition.

Provided a full range of client service including tax guidance and planning, compliance, entity restructuring, and technical research activities for this multi-dimensional accounting, tax, business advisory, and financial planning organization that is nationally ranked as a Top 40 CPA Firm. Background includes advising clients on a range of technical tax areas from transactional structuring and analysis, to income and estate tax planning and reporting.

Reporting to the Senior Vice President of Corporate Development, was promoted into this position to provide the leadership and financial acumen required to oversee the myriad of due diligence processes resulting from the divestiture of various divisions worldwide.

Completed nearly $1B in sales of various divisions and assets in the US, UK, and Australia; Created a new strategy-based financial model that analyzes impacts on earnings, cash flow, and stock price;

Tax Advisory

Tax Advisory