Industry, accounting, auditing, consulting. M&A, distressed, insolvency, bankruptcy, financial restructurings, operational turnarounds, performance/profitability.

Forensics, fraud, dispute resolution, diligence, strategic planning, governance, quality of earnings.

Board of Directors OC Forensic Expert Witness Association, Board Directors LA Chapter Association Certified Fraud Examiners.

Consumer products, services; franchising; retail, wholesale distribution; food processing, packaging; restaurants; agribusiness; real estate; engineering, construction; industrial manufacturing, assembly; trucking, transportation; aerospace, defense; waste management; energy – oil & gas, shale, mining; chemicals; fertilizers; lending; dealerships, service, repair; education; telecom, media, technology.

Distressed Asset Acquisitions; Underperforming; Due Diligence; Capital Stack, Structure; Strategic Planning; Post-Acquisition, Working Capital Disputes; Quality of Earnings; Best Practices; Buyouts; Valuations; Structuring, Financing; Carve-outs, Operational, Financial; Fraud Examinations; Corporate Transgressions; Financial Reporting Gimmickry.

2022 Los Angeles Times, “Orange County Banking and Finance: Trends, Updates and Visionaries;” 2021 Los Angeles Business Journal, “Leaders of Influence: Private Equity Investors & Advisors;” 2021 Los Angeles Times, “Banking and Finance: Trends, Updates and Visionaries;”

2020 California Business Journal, “Pivoting During COVID-19 Avant Advisory Group...;" 2019 Corporate Live Wire, “Mergers & Acquisitions Roundtable;” 2017 Corporate Live Wire, “Bankruptcy & Restructuring Roundtable;” 2017 Linked-in Blog, “Three Ways to Avoid ‘Messy' Merger & Acquisition Transactions;” CFO Magazine - “Where There's Smoke, There's Fraud”

• “Trends & Techniques in Fraud, Forensics & Corporate Investigations”
• “Got Profits? Now You See Them, Now You Don't as Profits Vanish in both Crisis Situations and Fraudulent Activity”

Specialties

• Accounting
• Business Operations

Subpecialties

• Financial
• operational turnarounds
• restructurings
• mergers
• acquisitions
• CEO
• CFO
• CRO
• governance
• forensic
• fraud
• corporate investigations
• certified
• turnaround
• insolvency
• restructuring
• CPA
• chartered global management accountant
• credentialed
• fraud examiner
• board
• best practices