2010 CASE STUDIES
Entrepreneur owners of a national for profit education company retained us to locate private investors and structure a sale with future participation rights that is tax efficient. Status: In progress.
An over leveraged 50 year old company came to us for CFO services in connection with renegotiating all debt, leases and bank arrangements to save the business.
Status: Avoided bankruptcy and reorganized.
A serial entrepreneur came to us for a detailed set of five year financial projections to present to an interested investor. Status: Funded successfully.
A high profile entrepreneur retained our Florida offices as the headquarters for their fast paced clinical trial company. Status: Saves the client over 100K per year.
Serial entrepreneur sold a company and retained us to oversee investments in other opportunities while managing their various financial advisors and taxes.
Email our Managing Partner John D'Aquila at: JohnMDcpa@gmail.com