Position	CEO, COO, Senior Executive
Location Confidential	No
Location	Southeast USA
Willing to Relocate	Yes
Industry	Financial-Banks-Investment&VentureCapital
Function	GENERAL-MANAGEMENT--CEO/COO/GM
Compensation	$200,000 to $400,000
Resume Summary
Proven leader with diverse company experience. History of growing business and developing diversified revenue model. Succession planning specialist.
Resume Body      CEO, COO, SENIOR EXECUTIVE
CPA, MS-Taxation SUMMARY OF QUALIFICATIONS: • Proven Executive with premier entrepreneurial, leadership, financial and management skills. • History of association and interaction with highly successful business ventures. • Experience with wide range of business models, business plans and types of businesses. • Competent financial advisor to families, CEO’s and Executives from successful closely-held businesses to publicly-held Fortune 500 companies. • Driven, energetic visionary and efficient decision maker. SELECTED ACCOMPLISHMENTS: • Started CPA\consulting firm and grew to largest firm in the State. • Built diversified financial services\products company around CPA firm. • Mined top talent from National accounting and consulting firms. • Developed and operated innovative Advisory Board. • Developed business succession funding mechanism with national distribution. • On development team for tax software that currently is #2 online tax preparation service. PROFESSIONAL EXPERIENCE: 2010 to today: INITIAL COO AND CO-INVESTOR Startup venture focused on developing “Clean Water” initiatives and national markets in water quality improvements and water quality credit trading. • Developed business plan and model. • Prepared study of environmental credit trading markets worldwide. • Currently networking in government, non-profit and for-profit water quality improvement world. • Currently presenting business and financial opportunities to private investors, funding sources and large corporate\government alliances. • Currently developing national marketing and distribution opportunities. 1993-2009: FOUNDER, CEO AND MANAGING PARTNER (RETIRED 12/31/09) • Founded CPA firm in 1993 with three other Big 4 CPAs. • Built client base and staff over time to largest firm in State primarily by mining Big Four and National accounting firm clients and staff. • Developed diversified service and product model which grew to include divisions in audit, tax, real estate development, outsourced CFO services, retirement plan administration, business consulting and valuation, estate and business succession planning, investment banking, family back office services, professional athlete practice, investment management and advanced insurance products. • Built marketing and distribution department to handle State-based marketing as well as national practices in retirement plans, professional athletes and advanced insurance products. Responsible for growing awareness of firm regionally and nationally. • Reorganized firm as a financial services and products holding company with multiple LLC operating divisions. Transitioned from practice value to stock value company. • Developed and operated Advisory Board of ex-CEO’s in accounting, banking and insurance. This is a leading edge innovation in the CPA firm world which gained firm national recognition. • Led development of the premier mechanism in the US for pre-funding succession plans. Built national marketing and distribution network for this product. • Corporate, Individual and Estate Tax expert. Provided tax advice to firm’s wealthiest clients and represented them before the IRS. • Business succession planning specialist. Successfully orchestrated many ownership transitions from entrepreneurs\founders to next generation family members, employee groups or outside buyers. 1989-1992: BIG 4 SENIOR TAX MANAGER • Managed Personal Financial Counseling practice for multi-state practice unit, performing retirement planning, estate planning and income tax planning for families and executives of firm’s largest clients. • Managed Succession Planning practice for multi-state practice unit, designing and overseeing transition of many closely-held businesses to next generation of owners. • Managed Non-profit tax practice for multi-state practice unit handling all business and tax issues and government reporting. • Tax and business advisor to businesses, families and executives. 1986-1988: TAX SPECIALIST 1984-1985: TAX SOFTWARE DEVELOPER 1982-1983: ACCOUNTANT EDUCATION • BA, Accounting, Cedarville University, Cedarville, OH • MS, Taxation, Drake University, Des Moines, IA PROFESSIONAL AFFILIATONS • CPA since 1983. • Member, American Institute of CPAs • Member, Young Presidents’ Organization (YPO\WPO). • Involvement with numerous business, civic and charitable efforts and organizations.
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