Type of Business
and Main Services |
Concurrent
Years |
Proficiency in Accounting, Analysis and Audit and
Record Keeping, Procedures, Policies, etc. |
Real Estate Brokerage
Property Management
Fixed Assets |
14 Yrs |
Acquisitions; commissions; budgets for 54,000
apartment units & office buildings reporting 300+ properties in 250+
general ledgers |
Real Estate Syndications:
Apartment Complexes
Office Buildings
Mobile Home Parks |
14 Yrs |
R.E. Limited Partnerships - over 250 partnerships
Raising Capital from over 10,000 investors
Escrow Investor Funds
Some building construction accounting |
Financial Consulting in
Mergers & Acquisitions |
2 Yrs |
Due Diligence Reviews (Audit workpapers)
SEC Filings, Bank Loans |
Related IPO’s and Secondary Offerings
After Going Public -> |
8 Yrs |
SEC Initial Filings, Prospectuses, etc.
Assist CPA’s and Lawyers on filings, 8-K,
etc.
Filing SEC Forms 10-K, 10-Q |
Savings & Loan
(Not a Subsidiary) |
1 Yr |
Financial Reports to FHLBB
Net Capital Requirements |
NASD Broker Dealer firms:
Sold Mutual Funds,
Real Estate Ltd Partnership Units |
14 Yrs |
Client Accounts - Long and Short positions
Net Capital Requirements of NASD
Secondary After Market Activity
Investors Communications – 10,000 investors
Stock Transfer Agents & Commissions Systems |
Insurance Agency
(Life Insurance) |
6 Yrs |
Commissions with overrides
Audit analysis report to Insurance Company |
Precious Metals Sales:
Gold, Silver, Copper
(Bullion, Coins, Leverage Contracts) |
3 Yrs |
Commodities Futures Leverage Contracts
Hedging transactions – longs, shorts
Volatile commodities market swings
Commissions, Accts. Receivable |
Healthcare –
Occupational Clinics |
2 Yrs |
Create Accounting Department,
Computer Conversion, Client Accounts,
Acquired Clinics**, SEC filings
** Not involved in Due Diligence or pre-acquisitions
analysis |
