• Why I do this
• About Dave
• Services
• Contact me

Services

Engagement Process

My goal for each new client is to become an integral part of the management team. I work in conjunction with the existing accounting staff or with one of my own staff in maintaining the accounting functions. Our blended rate is normally half that of a full time CFO/Controller. Initially, I spend two or three days a week at the client until things are stabilized and then reduce accordingly so that I am still able to keep abreast with the company’s activities. Each of my clients has access to me every business day and my schedule is such that it may be altered to accommodate unexpected surprises.

CFO

At the beginning of each new relationship I spend time understanding how the business works and what the current financial condition is. For most small businesses managing cash flow is a top priority. Financial modeling is done to forecast cash flow for at least the next twelve months. In addition to taking the financial pulse a thorough technology audit is done. Many small businesses neglect this important part of the infrastructure. With a solid financial and technological foundation in place I work with management on what may be done to become more profitable. I will bring a vast network of professionals who can be resources from everything from IT, Marketing, Insurance, Real Estate, and Banking. Each of these business partners has excellent character and the ability to catapult your business to the next level.

Board of Directors

I am available to participate on the Board of Directors and currently do that for a small number of businesses and non-profits.

Exit Strategy

The ESOP that KAPCO put in place in 1988 has enabled me to move into a season of life where I am still involved in the marketplace, but in a much different capacity and pace than I once had. Today ESOP’s remain a very appealing option for small business owners who are contemplating an exit strategy of their own. I would love to take an hour and share with you why I think it is the best way to sell your business.

In short, ESOP’s are the Triple-Crown solution for selling your business. Sellers have an opportunity to defer gains on the sale of the business using a 1042 rollover. Employees are allocated equity in the business and make no monetary contributions of their own, and the Company has the option of declaring S Corporation status and positioning itself for significant tax savings.

I would love to share a cup of coffee with you and learn more about your business.