Finance, HR, Recruiting Engagements: Dallas

CrossPoint Energy  (Dallas, vcfo)

  • Provided strategic CFO-level support to this oil and gas exploration, production and development company emerging from a reverse merger with PIPE financing
  • Assisted with major investor relationships, made financial presentations and provided communication as necessary to the public markets
  • Provided public reporting guidance to the in-house staff
  • Assisted with debt and equity structuring
  • Assisted with overall deal structuring, negotiation and closing

Nature's Formula/USC Solutions (Dallas, vcfo)

  • Provided fast-track, due diligence support for this mid-market contract manufacturing and formulation company
  • Engaged by this buyer to immediately assemble an experienced acquisition team including both CFO and Controller level resources
  • Completed due diligence and helped to close the deal on very short timeline
  • Continued to provide Interim CFO level support as well as day-to-day technical support ultimately transitioning to new full-time Controller
  • Subsequently assisted the company in the due diligence and acquisition of another synergistic company paying very close attention to pricing and costing models
  • Assisted in the system upgrade and implementation
  • Assisted with further acquisition targets as well as offering varied support to in-house team

LingualCare (Dallas, vcfo)

vcfo personnel have been engaged with this company for more than four years. Lingualcare offers state of the art orthodontic treatment options through devices that are not visible to the casual observer. At various times, vcfo provided fractional CFO, Controller and staff level assistance.

  • Assisted in various rounds of raising capital
  • Installed ERP system, chart of accounts and other back office basics
  • Developed all internal policies, procedures and controls
  • Developed Stock Option Plan
  • Helped deliver all HR initiatives including Employee Handbook, PTO policy, benefits negotiation
  • Assisted in the recruitment, training and transition to a full time in-house Controller

Viscern  (Dallas, vcfo)

  • Provided senior financial and technical resources to evaluate and recommend solutions and improvements to the reporting environment of one of the largest and most successful fundraising firms for not-for-profit organizations in the United States
  • Evaluated operations and suitability of staff to their current and proposed responsibilities
  • Provided full-time interim Controller and other technical assistance
  • Assisted new CFO with various issues facing the company and its private equity fund owners

BooKoo Beverages Inc.  (Dallas, vcfo)

  • Provided a Controller on a full-time basis for several months to provide broad-based financial direction and execution to this distributor of high-energy beverages
  • Supervised existing in-house staff, implementing policies, procedures, controls and best practices
  • Continued to assist the company with various financial-related issues as needed

iTKO  (Dallas, vcfo)

  • Provided strategic CFO level support and guidance to this Venture Capital-backed company
  • Assisted with new rounds of funding and bank financing
  • Prepared for and attended monthly Board meetings
  • Provided part-time Controller leadership for the firm
  • Trained existing office management staff on proper technical policies and procedures
  • Assisted with banking and investment relationships
  • Developed financial forecast and cash flow forecast

Privately-Held, International Software Company (Dallas, vhr™)

  • Conducted cost/benefit analysis in the evaluation of company’s PEO solution.Worked with management team to structure an alternative solution, enabling the client to exit the PEO relationship.
  • By identifying and engaging the right vendors and service providers and implementing a combined in-house/outsourced approach, demonstrated an annual cost savings of more than $350,000.