Team Bios

 

 

C. Russell Slappey, CPA - CEO & Managing Partner - Orlando


Russell is the founder/CEO and Managing Partner of Nperspective, and is responsible for overseeing the Florida market. He combines over 20 years of experience in Accounting, Information Systems and Taxation. He takes a hands-on, roll-up-your-sleeves approach in working with business owners both large and small. Since founding Nperspective, he has provided solutions for clients in manufacturing, construction, distribution, real estate, retail, mortgage banking, insurance, software development and internet based companies.


His services include providing interim and on-going CFO services, business and strategic planning, profitability analysis, budgeting/forecasting, job costing and work in process reporting systems, cash flow management, internal staff management and training, assistance with obtaining financing for growth, merger and acquisition due diligence, tax research and planning, software conversions and implementation, financial internal control review and implementation, and SEC reporting and audit work paper preparation.

Russell has been at both a regional and Big 4 firm working with a diverse client base including not-for-profit, government, travel, automotive and timeshare companies. He has also been involved in financial software applications for a leading reseller of business solutions where he performed due diligence, evaluation of client needs, and mapping client business processes against functional software requirements. He is experienced in cash management, risk management, financial reporting, initial public offerings, SEC reporting, internal controls, business development, auditing services and merger and acquisition accounting. Mr. Slappey also has a depth of experience in corporate taxation including limited liability entities, compliance, uniform capitalization rules, and business valuations.

Mr. Slappey is a Certified Public Accountant (CPA) and a current member of the FICPA. Mr. Slappey holds a BBA and Master of Accountancy from Stetson University. He currently serves on the board of Directors for Orlando, Inc. (Orlando Regional Chamber of Commerce) and was recently named to the National Small Business Association (NSBA) Leadership Council. He is also currently serving on the statewide Association for Corporate Growth (ACG) Florida Board which oversees the Florida Capital Connection and is a board member and Past President of the ACG, Orlando Chapter. Russell is also an active participant in Vistage Florida and CEO Nexus, peer-to-peer CEO organizations. Mr. Slappey serves on the Finance Committee for the Florida Hospital Foundation board and the board of the Walt Disney Pavilion at Florida Hospital Children’s Hospital. Mr. Slappey has served in the past on the Disney Entrepreneur Center Advisory Board and is also a volunteer advisor on the Small Business Development Council (SBDC) - Advisory Board Council. Russell truly understands the challenges of the entrepreneur having been recognized as the United States Small Business Administration Southeastern U.S. Regional winner of the 2008 Financial Services Champion of the Year award.

 

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Wayne F. Leland, CPA, EA - Managing Partner


Wayne is an Ex DCAA Auditor and has over 35 years experience.  Since co-founding Nperspective he has concentrated on helping government and DOD contractors update their accounting, job cost, and estimating systems to produce more accurate and timely accounting information while complying with government regulations per the FAR and DFAR. His current focus is to implement scalable accounting and job cost infrastructures that can handle a company’s rapid growth. His accounting systems have been audited by DCAA and all have passed successfully.  His current focus is also to establish acceptable bases and pools for clients to improve their accounting systems, allowing them to be more accurate on current contracts and to be more competitive when submitting proposals for new contracts. 

 

Previous projects include designing and implementing accounting/job cost systems from the ground up that can grow with the company.  Redesigning current accounting systems to establish more competitive bases and pools (most recent redesign was audited and approved by DCAA). Establishing/updating policies and procedures to comply with DCAA internal control requirements. Designing and implementing estimating systems to comply with DCAA forward pricing and provisional rate guidelines to allow the client a more efficient billing system for cost and flexibly priced contracts. Establishing job cost accounting systems that allow clients to compute percentage of completion, work in process, earned, unbilled, and billed, unearned amounts by job. Establishing flexible estimating systems that are able to adjust indirect rates on a prospective basis to more accurately reflect the projected indirect rates.  This allows the client to bid large projects that, if awarded, would dramatically change the company and its indirect rates.

 

Prior to forming Nperspective Wayne was the CFO (ultimately president) for a seven corporation managed health care group that was successfully sold. He has quarterbacked numerous acquisition projects both from the buy and the sell side.

Wayne began his career with Ernst & Young (a big 4 firm), was an IRS Agent for 9 years, a DCAA Defense Contract Auditor for 5 years, and owned his own CPA firm for 15 years before taking the CFO position mentioned above. He received his Bachelor’s degree from the University of Central Florida after returning from Vietnam as a combat decorated veteran. He is an active member of the AICPA and the FICPA. Wayne has also been a guest panelist addressing the students at the Crummer Graduate School of Business (Rollins MBA) and is also a volunteer advisor at the Small Business Development Council (SBDC) - Advisory Board Council.

 

 

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Gary Colbert, MBA, CPA – President and Managing Partner - Tampa


Gary is President of Nperspective and is the Managing Partner of Nperspective’s Tampa Bay, Management & Advisory Services and Mergers & Acquisitions practices. He possesses over 30 years of broad domestic and international business experience, including 17 years of international finance, accounting, treasury and tax management with two Fortune 100 companies as well as extensive experience with middle-market manufacturing, distribution, marketing and service companies. Upon being appointed chief financial officer of a publicly-traded company, Gary has successfully led the company through an arduous five-year financial restatement and two-year SEC and Department of Justice investigation, has managed the international treasury function for a $1.5 billion tier-one automotive manufacturer through its two-year Chapter 11 process, has developed and implemented turnaround plans for multiple middle-market companies, and has extensive experience with the management of multiple locations in rapidly growing environments, both domestically and internationally. He has a strong background in executive management, accounting, treasury management, foreign currency management, tax planning, financial modeling, financial reporting, forensic accounting, risk management, information systems development and management, and human resources administration.


Mr. Colbert’s hands-on, task-oriented, take-charge approach has provided clients and employers with a skilled executive who combines strategic vision with a strong understanding of operational issues and an ability to identify strategic opportunities and execute initiatives in a timely, efficient manner. His prior experience as a chief financial officer of both public and private companies has focused on improving operational performance and profitability as well as upgrading the accounting, cash management, treasury management and financial reporting capabilities of the departments he has directed. In four instances, his demonstrated executive management skill led to being appointed as the chief executive officer of those companies. In addition, Gary has assisted clients with evaluating of strategic alternatives, some of which have resulted in the sale of businesses under very favorable terms.


Mr. Colbert holds a Master of Business Administration with concentrations in Finance and Marketing from Washington University in St. Louis and a Bachelor’s Degree in Finance and Accounting from Indiana University of Pennsylvania. He is a licensed Certified Public Accountant (CPA) in the State of Florida, a Chartered Global Management Accountant (CGMA), and a Certified Management Accountant (CMA). He is a current member of the American Institute of Certified Public Accountants (AICPA), the Florida Institute of Certified Public Accountants (FICPA) (where he is also on the FICPA’s Resource Council for Valuation, Forensics, and Litigation Services), the Institute of Management Accountants (IMA), Financial Executives International (FEI), the Florida Venture Forum (where he served as a member of the Board of Directors from 2009 through 2016), the Association for Corporate Growth (ACG) – Tampa Bay Chapter (where he is also a member of the Board of Directors), the Turnaround Management Association (TMA) and the Commercial Finance Association (CFA).

 

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Deborah Adkins, CPA - Partner


Over the course of her dynamic career, Debbie has helped many clients overcome financial and accounting challenges. From ERP implementation to establishing affirmative action plans, she is able to draw on an impressive and varied history of success when serving Nperspective’s clients. Adept in various CFO, controllership and treasury functions, she has experience providing services in the areas of financial analysis, SEC reporting, mergers and acquisitions, human resources administration, budgeting, cash management, banking relationships, contract negotiations and risk management. She has worked with private, public companies and non-profit companies ranging in size from start-up operations to $1.5 billion in annual revenue.


Debbie has served as the Partner-in-charge of Forensic Accounting and Litigation Support for a regional public accounting firm. Debbie provided litigation, forensic accounting and fraud consulting services to clients and has experience in a variety of industries. In addition to corporate fraud deterrence and detection services, Debbie provides consultation to counsel in the areas of financial document review, asset tracing, quantification of damages in matters involving marital litigation, commercial and shareholder disputes.

 

Additionally Debbie has diverse experience in public accounting. She has worked as the Senior Vice President in a forensic accounting firm, partner with a national professional services organization, and consultant and interim Chief Financial Officer (CFO) to several companies. Debbie also actively shares her expert knowledge with colleagues and other members of the professional business community. She is a frequent presenter at national conferences and seminars on topics including fraud examination, internal controls, and Sarbanes-Oxley. Debbie has published forensic accounting CPE courses. She currently serves as the Accounting Area Chair of the School of Business for the Central Florida campuses of the University of Phoenix. She also teaches for the University of Phoenix, DeVry University, Keller University and Remington College. For approximately 4 years, she served as author and host of a monthly web audio accounting news digest. Debbie has also developed curriculum materials for DeVry University and the University of Phoenix.

 

Debbie is on the FASB’s Small Business Advisory Committee (SBAC), and has membership in the American Institute of Certified Public Accountants (AICPA), the Florida Institute of Certified Public Accountants (FICPA), the Association of Certified Fraud Examiners (ACFE) and Financial Executives International (FEI). She is currently a National Board Member and Area Director at Large for Financial Executives International (FEI) and also serves as a Vice President-Programs of the local Central Florida chapter. She has served as Chair: Valuation, Forensic Accounting and Litigation Services section (VFALS), as a Director of the Association of Certified Fraud Examiners (ACFE) - Central Florida Chapter and on the National Membership Awards Committee, 2007-2008, as the immediate past Central Florida Chapter President of Financial Executives International (FEI), and as a board member of Quest, Inc. She is a graduate of the University of Central Florida - Master of Science, Accounting (1993) and Bachelor of Business Administration (1986) and St. Louis Christian College – Bachelor of Education (1980).

 

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Albert P. Anderson, CPA* - Principal


With over 30 years of diverse business experience, Al has worked with emerging growth, distressed, family operated, global Fortune 100, and multi-location companies. He has extensive experience in operations management, business and strategic planning, construction and government contracting, shareholder value creation, mergers and acquisitions, due diligence, banking relationships, capital acquisition, debt/equity financing, SEC filings, cash flow improvement, business turnarounds, cost controls, forecasting and budgeting, and executive coaching.


In today’s fast-paced business climate with shifting consumer preferences, ever-changing regulatory and technological requirements, and limited access to sufficient capital resources, it has become increasingly difficult for companies to develop and maintain their competitive advantage. Whether serving as an advisor or as an employee, Al has consistently utilized his forward-thinking abilities and diverse business experience to add value to organizations, assisting with maintaining their competitive advantage by improving their bottom line.

 

Prior to joining Nperspective, Al served in several senior financial executive positions with an outstanding record of success in directing business and financial operations and providing corporate governance for startup and established organizations. He founded a consulting company and was a partner with a national professional services organization where he successfully led the turnaround of a 50 year old manufacturing company with $5M in operating loss (over 2 years), to profitability within 12 months. He served as the CFO for a worldwide pioneer in the design and manufacture of laser systems for communications, industrial and government markets. In this capacity, Al developed strategic initiatives which reestablished corporate solvency, eliminated loan covenant defaults, paid down a substantial line of credit balance and ultimately restored banking confidence within a 5 month period. Additionally, during his tenure as CFO he also simultaneously served as the interim President of one of the company’s subsidiaries located in Boston, MA for twelve months.

 

Al holds a Masters of Business Administration Degree from the University of Central Florida, and a Bachelor of Science Degree, Public Accounting from George Washington University. He is a licensed Certified Public Accountant (CPA)* and a Chartered Global Management Accountant (CGMA). Al is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants, and a Volunteer Advisor with the Orlando Small Business Development Center – Advisory Board Council.

*He is a licensed Certified Public Accountant (CPA) in the State of Maryland

 

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Keith Blackman, CPA - Principal


With over 23 years of experience in all critical aspects of corporate finance and accounting, Keith is poised to leverage his skills in financial reporting and analysis, cost accounting, budgeting and forecasting, internal controls, strategic planning, business re-engineering, treasury functions, IFRS, M&A advisory activities, ERP and accounting software implementation, along with other corporate finance functions for the benefit of Nperspective clients.


Prior to joining Nperspective, Mr. Blackman has held many CFO and Controller positions with companies of varying sizes in differing industries; from large multi-nationals and publicly traded entities to small, privately held companies. Along the way, Keith has been able to utilize his keen problem-solving skills to realize significant bottom-line growth for these entities including revenue increases through product diversification, cash flow and profitability improvements, reductions in operating expenses and working capital, along with other financial capital impacts, as well as his contribution to enhancing human capital through mentoring and team-building initiatives.

 

Additionally, for a number of years, Keith has been able to parlay his considerable experience into a self-employed venture, Karver Consulting Services, where he consulted with small and medium sized business owners in growing their companies by helping them apply “large-company” financial concepts critical to the development and success of any business entity.

 

Mr. Blackman earned his Bachelor’s Degree in Accounting from Hunter College, City University of New York, graduating Cum Laude, and was a member of the academic scholars group, Golden Key International Honour Society. Mr. Blackman is a Certified Public Accountant (CPA), a Certified Management Accountant (CMA) and a Chartered Global Management Accountant (CGMA). He is a member of the American Institute of CPAs, Florida Institute of CPAs, New Jersey Society of CPAs and the Financial Executives Networking Group.

*He is a licensed Certified Public Accountant (CPA) in the State of New Jersey.

 

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Gary Cohen, Principal


Gary possesses over 30 years of business experience including 12 years as Chief Financial Officer of a multi-location medical practice and surgery center as well as several years each as CFO of two non-profit agencies.   He has held additional financial management positions with two companies that each had over three dozen locations including an airport services company with revenues in excess of $250 million and a division of a food and vending services corporation with revenues of $100 million.   Gary has extensive experience with management of multiple locations and evaluating expansion to new locations.   He started his own company and has six years of entrepreneurial experience in all facets of business He has a strong background in executive management where he has provided strategic advice to Executive Committees and Boards of Directors, accounting and financial control, budgeting and planning, treasury management, risk management, and human resources administration.


Gary is a skilled executive who combines strategic vision with a strong understanding of operational issues and an ability to get the job done in a timely, efficient manner while still possessing the capability to roll up his sleeves and delve into underlying accounting and operational details.  He has developed strategic business plans to track objectives, actions, timetables and goals and has designed key performance plans to compare organizational goals and results.  His three decades of experience as a chief financial officer and controller have focused on improving operational performance and profitability as well as upgrading the accounting and reporting capabilities of the finance departments he has directed.  Gary has developed internal control processes and designed accounting policies and procedures that have resulted in substantial improvements in financial and operational management reporting.   He directed the start-up treasury and accounting function of a non-profit agency including preparing application for and successful granting of IRS 501(c)(3) status.


Gary holds a Master of Science Degree in Accounting from Appalachian State University (ASU) and a Bachelor of Science Degree with a Concentration in Accounting from ASU. He earned Certified Public Accountant (CPA) designation in the State of Florida (presently Inactive). He is a former member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).   He is currently Treasurer and Board member of The Lifeboat Project, Inc., a non-profit entity battling human trafficking.

 

 

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John G. Flick – Principal


John brings over 35 years of experience in finance, strategy and operations in the logistics, distribution and consumer goods businesses. He also has a 25-year relationship with the asset-based arm of one of the nation’s four largest banks. Most recently he was the founding CFO of a private equity backed specialized logistics business that was grown via acquisitions of family-owned entities. That role included acquisition analysis and negotiation, financial and IT integration, implementation of GAAP financial reporting as well establishment of a budgeting and KPI reporting process. His role also included consolidation of multiple health insurance programs into a consolidated ACA-compliant one. He also restructured business and workers’ compensation insurance policies into a captive / alternate risk transfer insurance program.

 

John was also the Vice President of Finance and Process Engineering for a start-up that became a leading edge 3PL in the grocery distribution business. The centerpiece of the company was an automated CPG warehouse and transportation network. In this role, he developed the financial and management reporting processes and procedures, as well as financial integration. This included development of all financial procedures, management-focused financial reports and KPI metrics and reporting for all clients and internal management. His responsibility also included leadership over business/customer analysis and pricing, customer negotiation, business process improvement and mapping activities based on Lean Management principles, as well as conversion/integration of conventional distribution facilities to a common warehouse management system as well as the implementation of an integrated transportation management system. Headcount was minimized as the entire vendor receipt to customer order to delivery to cash cycle used integrated systems featuring EDI.

 

Earlier in his career John had extensive experience in consumer goods businesses that both manufactured and sourced goods on an international level. This included both senior financial management roles as well as operational and product procurement experience.

 

John holds a B.S in Biomedical Engineering from Rensselaer Polytechnic Institute and M.B.A from Columbia University. Prior to his recent move to Orlando, was the Treasurer on the Monadnock, New Hampshire Habitat for Humanity and a pro bono coach for the Hannah Grimes Center for Entrepreneurship in Keene, NH.

 

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Dale Flowers, MBA, CPA - Partner


Dale is a proven Finance and Operations Leader with a successful track record managing start-ups, non-profits, and small, middle-market, and large corporations, both domestic and international.

 

Dale’s functional responsibility areas include Finance, Accounting, Payroll, Benefits Administration, Information Technology, Human Resources, Customer Service, and Risk Management.

 

Dale assists clients with Financial Reporting, Budgets, Forecasts, Profitability Analysis, Cash Flow Improvement, preparation for Internal and External Audits, Process Improvement, Systems Implementation, and Staff Training. He is an expert in MS Excel and has designed sophisticated Excel models for Budgeting, Forecasting, Pricing, Costing, Margin Analysis, Actual-to-Budget Variance Analysis, Price-Volume-Mix Analysis, Labor Distribution, Journal Entry Automation, and multi-currency Consolidated Financial Reporting. He also designs bottom-up business models.

 

An accomplished Operations Leader, Dale is particularly adept at problem-solving, building cohesive, high-performing teams, and driving turn-around initiatives. In addition to extensive manufacturing experience, Dale has a track record in the Chemicals, Medical Device, High Technology, Professional Services, and Non-Profit sectors. A significant component of Dale’s practice has been M&A transaction support, and management of portfolio companies for Private Equity Groups.

 

Most recently Dale re-engineered the business model, developed an operating budget, and led a European expansion for an international Non-Profit Services organization; and rectified long-standing cost accounting and inventory valuation errors, improved monthly accounting close cycle, and strengthened quality and timeliness of financial reporting for a publicly traded medical device manufacturer.

 

Dale’s software experience includes: SAP, Microsoft Dynamics AX, Oracle, Infor, Sage platforms, Workamajig, QuickBooks, SalesForce, and Xero.

 

Mr. Flowers holds an MBA in Finance and International Business from Jacksonville University and Bachelor of Science degrees in Accountancy and Management Science from the University of North Carolina. Dale is a Certified Public Accountant in Florida and North Carolina, and a Chartered Global Management Accountant.

 

 

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Sergei Galeano, CPA* - Principal


Sergei has over 20 years experience in senior financial leadership positions. He is a problem-solving executive with vast financial management experience including Big 4 Public Accounting. Having served as an auditor, controller, CFO and COO, he has accumulated significant experience in strategic planning, cash and debt management, expense control, GAAP reporting and manufacturing/operational analysis. He has been involved in all aspects of the business cycle including growth, turnaround and liquidation with a proven record of leadership, integrity, a strong work ethic and exceptional business acumen.

Mr. Galeano has utilized his strengths in business and cost analysis, budgeting, forecasting and cash management to drive positive business results. His key to success has been his ability to serve as a business partner and trusted advisor to senior management and facilitator to department heads and all areas of operation. Sergei has served as CFO for a variety of companies including, most recently, a heavy equipment distributor, a window and door manufacturer and an international life sciences business. During his tenure with the international life sciences business, the implementation of sales strategy changes and cost structure adjustments reversed the plummeting sales trend and restored profitability. He then oversaw the wind down of operations as the business transitioned to new locations after the sale to a competitor. In another role, Mr. Galeano played a key role in establishing sales and operating strategies and directing expansion efforts that resulted in an annual revenue increase from $15 million to over $40 million.

Mr. Galeano holds a BS in Accounting from Miami University in Oxford, Ohio where he graduated cum laude. He is also a member of the Association for Corporate Growth (ACG).

*He is a licensed Certified Public Accountant (CPA) in the State of Ohio.

 

 

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Dr. Alma Kadragic - Director of Business Development


Dr. Alma Kadragic became Director of Business Development – South Florida for Nperspective in March 2017. She has been a journalist, researcher, media specialist, and entrepreneur in the US, Europe, and the Middle East. Based in Miami since 2013 she worked as a freelance journalist and media consultant, often writing on international real estate, investment, business, media, and the arts for global and local magazines. She is the immediate past president of the Miami chapter of the National Association of Women Business Owners.

 

She spent 16 years with ABC News network television in New York, Washington D.C., London, and Warsaw as writer, producer, and bureau chief. Later, she started Alcat Communications International, a public relations agency with blue chip clients on two continents. She holds a Ph.D. in English literature from the City University of New York where she taught as a graduate student.

 

From 2005-9 she taught journalism and public relations at Zayed University in Abu Dhabi and chaired the Academic Affairs Committee while the University was acquiring accreditation from the Middle States Association of Colleges and Schools. From 2010-13 she created, accredited, and managed two graduate programs at the University of Wollongong in Dubai: Media and Communications and International Studies. She is the founding editor of Middle East Media Educator, a journal "to bridge the gap between media practitioners and academics."

 

Since becoming an entrepreneur in 1990, she has worked with aspiring entrepreneurs through the Central Florida Innovation Corporation; the Disney/SBA Entrepreneurship Center in Orlando; created and taught a course on how to become an entrepreneur at the University of Wollongong in Dubai; written articles on entrepreneurship in Poland and the UAE; and lectured under the auspices of Tamakkan, an entrepreneur self-help organization in the UAE.

 

Publications include two books: Public Relations or Promoting Reputations (1997, 1998) and Globalization and Human Rights (2006). She has contributed chapters to books on family business in the Middle East and sports journalism in the US. Author of articles and columns on media, press freedom, entrepreneurship, and the arts, Dr. Kadragic often speaks at international conferences on media topics.

 

Dr. Kadragic has served on many boards including American Women in Radio and Television (President, New York City, Orlando chapters), Polish PR Association (co-founder and first president), Middle East PR Association, American Chamber of Commerce in Poland, Fulbright Commission in Poland, and Entrepreneur Advisory Board of the Disney/SBA National Entrepreneur Center).

 

 

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Kim Johnson, CPA - Partner


Kim has over 15 years of experience in the accounting and auditing field. Mrs. Johnson began her career at a Big 4 accounting firm where she gained invaluable experience and served a diverse client base including manufacturing, construction, insurance, not for profit, retail, travel, publishing and timeshare. Currently, she provides companies in the Central Florida area with on-site CFO services on a part time basis. Her expertise is in budgeting/forecasting, cost accounting, project costing, cash flow improvement, profitability analysis, and trend analysis of actual and future revenues and costs. Kim currently assists a diverse client base including a large commercial flooring contractor, construction company, REO, commercial distributor, US call center and land/real estate developer.

Kim has established job costing and work in process reporting systems for multiple clients. Other duties have included internal staff management, payroll tax preparation, internal audits, review and audit packages. Kim has installation and implementation experience with several software packages including QuickBooks, Peachtree, Data Entre’ and RFMS.

In addition to providing CFO services, Kim also assists clients in preparing for their annual financial audit. She prepares the entire financial package and audit schedules, as well as, financial footnote disclosures needed for the external auditors. Her experience as an auditor at a Big 4 accounting firm allows her to prepare all the information the external auditors will need. This is an invaluable asset to clients, as it significantly reduces the amount of time the auditors spend at the client’s place of business. Kim is a Certified Public Accountant (CPA) and a member of AICPA. She graduated with honors from the University of Central Florida with a BA in Accounting.

 

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Bill Long, CPA - Partner


Bill is a senior level financial executive with proven hands on management experience across a broad range of industries and functional areas. This includes traditional finance and accounting, human resources, information systems and risk management. He has been the CFO of several Tampa Bay area companies including a high-end West Florida home builder, a high growth retail organization, and a West Florida restaurant chain.


He has extensive experience with day-to-day financial issues and cash flow management.  Bill has helped turn around companies in difficult financial positions and used the improved cash flow to significantly grow the companies using both organic growth and acquisitions.

With significant business valuation and merger and acquisition experience he has completed numerous acquisitions; some valued in excess of $50 million.


Bill is currently focused on working in the Bankruptcy and Litigation Support arenas. On a recent engagement he worked with the Unsecured Creditor Committee in a Bankruptcy filing that needed assistance evaluating a stalking horse bid for the sale of assets and comparison to competing bids.  Bill validated the debtor’s summary of stalking horse bid and prepared an easy to understand analysis of all three bids with adjustments for difference to show net proceeds to the unsecured creditors.  He identified the pros and cons of each bid and provided a range of values for the asset sale as if it was a standard commercial transaction.  The resulting analysis composed in laymen’s terminology, provided an easy to work with summary for the judge to manage the bidding process and resulted in a 700% increase in dollars to the unsecured creditors. 

Bill holds a BSBA in Finance from the University of Central Florida and a Masters of Accountancy from Florida State University.   He is a member of the American Institute of Certified Public Accountants (AICPA) and in their Forensic & Valuation Services Practice Group and the Florida Institute of Certified Public Accountants (FICPA). Bill is also a licensed Florida Circuit Civil Mediator.

 

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William L. McMahon, CFO - Principal


A seasoned executive, Bill has over 35 years of global financial management experience during which he focused on financial and operational restructurings in middle market companies. He has followed the American dream starting in high school, when he worked in the mailroom of a large insurance company and then over the years worked his way up to Chief Executive Officer and Board member of Global Payment Technologies, Inc., a global manufacturer of gaming currency validation systems. During his career, Bill has developed extensive treasury and cash management expertise, including raising capital through both private and public markets.


His broad and extensive career includes consulting expertise as Managing Director of Buccino & Associates, Inc., a national turnaround advisory firm providing crisis management services to companies in diverse industries including retailing, distribution and manufacturing. He was the firm’s expert in matters of bankruptcy and was consultant to the consultants in all matters involving bankruptcy planning and strategy. Bill relocated from his native city – Chicago, Illinois, to Sarasota, Florida in 1992, to join Uniroyal Technology Corporation (UTC) as Director of Corporate Development. UTC, a successfully restructured specialty plastics manufacturer, was a client of Bill’s while at Buccino & Associates. The Company’s revenues are now approaching $100 million. Bill was also a Partner in a national advisory firm where he provided Chief Financial Officer (CFO) consulting services to a privately held company in the urgent care and to a startup deep ocean minerals exploration company, where he was then appointed CFO.


He has served as Chief Financial Officer for several international companies, including Serengeti Eyewear, Inc., a $40 million manufacturer and distributor of premium sunglasses. Bill headed up the turnaround effort of this struggling company after a $27 million acquisition proved difficult to absorb. He restructured the finances, renegotiated the debt and worked with the company to reset its marketing program. Two years later, he sold the company for $47 million.


Bill currently lives in Bradenton, Florida with his wife and their two dogs. He has two successful step children who are pursuing their dreams on separate coasts of the US. In his spare time, Bill enjoys travel, fine dining and golf and he is a certified scuba diver.


Bill earned his Bachelor of Science Degree in Accounting from DePaul University in Chicago, Illinois.

 

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Joseph Pivinski, CPA* - Principal


Joe is an operations and financial executive with over 30 years of successful experience serving as Chief Financial Officer of domestic and international private and public companies. He has exposure to a broad range of industry sectors, including real estate, energy/biofuels, construction, consulting, e-commerce and professional services. Often assuming the dual role of COO/CFO, he has increased stakeholder value by taking direct responsibility for profit centers, the management of facilities, Human Resources, Risk Management, Quality and Information Technology.

 

Contributing to organizations from development stage to $300 million in revenue, Mr. Pivinski understands the business challenges of small to medium sized businesses and mid-sized and microcap public companies and delivers a hands-on approach in designing and executing initiatives which balance strategic goals with short-term operational demands and resource constraints. He has further contributed to these organizations by participating in business process re-engineering initiatives, organization realignment, long-range forecasting, legal arbitration and expert witness testimonies. Joe’s extensive knowledge of U.S. GAAP and SEC regulatory reporting and compliance requirements, coupled with his expert ability to efficiently and cost effectively manage public company financial reporting processes has resulted in increased shareholder value in the five OTC- and NASDAQ-listed companies he has served as CFO in the past 17 years.

 

In concert with superior operational and financial reporting skills, Mr. Pivinski has managed, structured, negotiated and executed various fund-raising initiatives and liquidity events in the capital markets which include an international IPO, a Private Placement debt offering, project-based ADC financing, a Shareholders’ Rights Offering, a cross-border Syndicated Debt Offering, a Minority Interest Buyout and a management buyout in a Going Private transaction. He also assumed the role of U.S. task force leader in the worldwide merger of two public $4.0 billion companies.

 

Mr. Pivinski holds an MBA in Finance and International Business from Fordham University, New York City, and a Bachelor of Science Degree in Accounting from Brooklyn College, City University of New York.

 

Joe’s current and prior professional affiliations include the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA), Gold Coast Real Estate Association, the Association for Corporate Growth (ACG), the Association of Public Companies (APC), Financial Executive International (FEI) – Chapter Board Member and the National Association of Corporate Directors (NACD) – South Florida. Joe has served on the Board of Directors of several private and public companies and as an Advisory Board Member of other organizations.

 

*He is a licensed Certified Public Accountant (CPA) in the State of New York (Inactive).

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Angel M. Torres, CFO, MBA - Principal


Angel Torres is an accomplished Chief Financial Officer with a unique blend of experience across a wide array of industries. Successful in companies ranging from start-ups to Fortune 500. He is a leader of start-up business initiatives, solving complex business challenges, leading accounting teams and supporting senior management decision-making. He possesses over fifteen years’ experience in the Latin American and Caribbean region, providing finance leadership and driving cost saving initiatives throughout the region while managing $800 million asset base.

Mr. Torres’ experience includes a senior finance position with a $1.5B division of a manufacturer and distributor of IT equipment and solutions. He partnered with country managers on resource planning, budgeting, and financial performance reviews. He also managed all financial and accounting functions, including forecasting and budgeting, overseeing the annual audit, spearheading the monthly Key Performance Indicator/Score Card discussion.

His role also included the supervision of five country directors of finance and ten financial analysts. He employed a systematic approach that reduced the month-end closing process by 2 business days while ensuring consistency and compliance with local GAAP and foreign exchange risk management. He also played a key role ensuring compliance with transfer pricing regulations and coordination of business activities with local statutory government agencies.

Mr. Torres also designed Key Performance Indicators (KPI) for claims management productivity indicators, finance efficiency and client claims inventory statistics. He established regional balance sheet reviews to ensure proper account reconciliations and statutory GAAP/IFRS and alignment with corporate accounting policy standards. He coordinated all capital spending projects with country management and established milestone cash flow projections.

Mr. Torres managed all regional joint venture relationships, ensuring corporate compliance for all accounting functions, planned, supervised, and performed numerous process re-engineering projects for various Latin American entities and coordinated with IT experts to maximize the benefits of ERP systems and Big Data Management establishing Business Intelligence dashboard reporting.

Mr. Torres holds a Bachelor’s Degree in Accounting and an MBA in Finance from the University Inter-American (Puerto Rico). He is also a former Marine, having served from 1977 through 1981. His certifications include Wharton University (2016) - Operation, Customer Analytics, West Virginia University (2016) - Forensic Accounting and Fraud Examination, Duke University (2016) - Business Metrics for Data-Driven Companies, and is a Certified Business Advisor for S/B/E. His software proficiencies include Oracle G/L & A/P, Great Plains, IBM Cognos, Hyperion, Peach Tree MS Word, Excel, and PowerPoint. He is fluent in English, Spanish and Portuguese.

 

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Max Poliav - Principal


Max Poliav is a seasoned finance executive with extensive international experience in M&A integration of mid-market companies into large public multinational organizations in diverse emerging markets.

 

Max’s track record includes four successful M&A integrations in Eastern Europe and the Caribbean as the finance leader of local organizations with revenue between $7 million and $200 million. These assignments started with due diligence and proceeded to managing the acquired organizations through massive changes in people, processes and systems, thereby facilitating planned synergies, growing business value and minimizing business disruption. In one instance, he executed a complete turnaround as Managing Director of a manufacturing and distribution company, integrating it into a public multinational enterprise.

 

During his assignments, Max has developed a hands-on approach to managing large-scale change through developing, leading and training cross-border teams, restructuring and modifying finance departments with focus on creation of top-level financial planning and analysis as well as modification and replacement of legacy accounting and information systems, including a 6-module SAP implementation. He has served as a Board member and advisor to senior leadership, providing strategic financial guidance during every phase of the integration process.

 

These assignments allowed Max to gain expertise in the fast-moving consumer goods industry including manufacturing, distribution and retail operations as well as in-depth experience in budgeting and forecasting, cash flow management, business process re-engineering, reporting compliance, risk management as well as development and implementation of cross-functional KPI systems.

 

Max began his career with PriceWaterhouseCoopers in Israel where he became a CPA and remains an active member of the Israeli CPA Institute. He earned Bachelor’s degrees in Economics and Accounting from Tel-Aviv University and an MBA in Finance from the University of Sheffield in the United Kingdom. He is a Certified M&A Advisor and a Certified Value Growth Advisor. He speaks Russian, Hebrew, Serbian, Italian and Spanish in addition to English.

 

Max is an active member of Financial Executives International, Financial Executives Networking Group, the MA&AA Alliance as well as the Chambers of Commerce for the City of Aventura and the City of Fort Lauderdale.

 

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