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BACKGROUND
- 25+ years in Business Strategy, Operations, Management;
founded Duitch & Franklin LLP, CPA/ Consultancy/ Business Management firm, which developed into 75-person organization, acquired by public company 1998 to become the Southern California office of Century Business Services (CBIZ).
| Technical, Consulting, Leadership and Facilitation expertise & experience includes: | |||
| - | accounting systems, internal controls | - | human resource policies & Manual |
| - | change & transition management | - | incentive compensation programs |
| - | communication process | - | mediation |
| - | corporate formation, governance | - | merger, acquisition, disposition |
| - | crisis & continuity planning | - | partnership & LLC formation structure |
| - | deal structuring & negotiation | - | performance evaluation programs |
| - | employee motivation & coaching | - | retreat facilitation |
| - | executive & professional recruitment | - | risk protection, insurance programs |
| - | exec. infrastructure & compensation | - | strategic planning |
| - | exit & succession strategy | - | tax planning -income, estate |
| - | family succession planning | - | training & retention programs |
| - | financial planning | - | turnaround strategy |
| - | financial reporting | - | teamwork development |
| - | forecasting & budgeting | - | wealth management |
- Consumer Products industry;
President, Smart Inventions, Inc; multi-corporate entity with divisions including direct response marketing, manufacturing, retail distribution, international, internet, warehousing & fulfillment
- Industry Experience includes real estate, technology, entertainment (film, TV, music), post-production, legal & professional firms, manufacturing, distribution, infomercials & direct response, retail distribution, non-profit organizations
- Expertise includes business formation & start- ups, development & expansion phase, private-to-public entities, Board formation & execution, 'Chief-of-Staff' execution, marketing strategy & implementation, business & marital dissolution, wealth planning & insurance protection, tax deferral strategies, business succession & transition, family & partner mediation