CLIENT SUCCESS - Prepared a comprehensive business plan to secure a $4 million financing package for a growing communications manufacturer. - Restructured the operating relationships between a publishing company and its owner. This minimized the overall tax paid by each, substantially increased the value of the company, and improved cash flow by over $100,000 a year. - Performed a financial analysis for a $6.5 million business to highlight its strengths and weaknesses. We identified deviations from good business practice which were lowering the long term value of the operation and reducing cash flow. - In conjunction with attorneys, we implemented an asset protection plan integrating corporate, limited partnership and fiduciary entities to protect the assets of a high net worth individual. - Valued a $75 million distributor and participated in the structuring and negotiation of its sale. - Reviewed operating and strategic issues with senior management of a multi-million dollar orthopedic products manufacturer and assisted in maintaining access to capital sources to sustain a twenty percent annual growth. - Restructured the activities of corporations providing professional services to avoid the Apersonal service classification. The new structure reduced taxes by more than $11,000 annually.

450 "B" Street, Suite 1480 San Diego, CA 92101 Telephone - (619) 296-2123 Facsimile - (619) 296-3329