Experienced Business, Financial and Real Estate ProfessionalsTM



Corporate Office
107 W. Commercial Street
Sanford, FL   32771

Other Offices:

Winter Park, FL

Selected Projects

    Mergers & Acquisitions

Sale of a $71 million company to a $4 billion 
   Canadian company.

 • Sale of a $9 million company to a $3    
   billion company.

 • Sale of 1,500 apartments in 6 transactions
for $42 million.

                Interim Management

 • Provided a complete management team for 
    public REIT through Chapter 11.

 • Served as a transfer agent and distributed
    over  $10 million to 1,400 shareholders.
 • Provided CFO and Controller for condo hotel 
    through foreclosure.

 • Provided property management services for a 
    subsidiary of a major Wall Street bank.

                           More Details

             Business & Financial Consulting

 • Prepared numerous pro forma financial models 
   and investor packages for private placements.

 • Assisted a manufacturer with an asset based 
   lending audit for new financing with a major bank.

 • Assisted a retail chain to renegotiate its $13 million 
    financing with a major bank.
 • Valuation of a financial services company's 
    goodwill and intellectual property.

 • Documented lost profits from a patent in Japan.
 • Consulted with a software company to test for
   impairment of goodwill and intellectual property 

 • Valuation of a healthcare company’s stock


                                               More Details


                                        Real Estate Advisory & Brokerage

         Services Provided for
      Royal World Center, LLC

          World's largest Howard  
                Johnson Hotel

•  P
art-time CFO 
•  F
ull-time Controller
•  Budget 
•  Cash Forecast 
•  Capital Expenditure Budget
•  Credit Card Audit
•  Reversed Condo Conversion

                  More Details


      Services Provided to
       Litton Servicing, LP
            Then Owned by
            Goldman Sachs

•  Managed rental property for  
•  Redeveloped & Sold
•  Removed City and County
•  Cleared and Remediated    

                            More Details

Services Provided to Reardon
Opportunity Investments, Inc.

Provided development project financial analysis and finance package preparation for multiple residential and commercial transactions for a land development firm.

•  Financial Modeling
•  Private Placements
•  Financial Forecasts
•  Sales Data
•  Presentations
                           More Details
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