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Solution: Organize the situation and obligations, review and update the books, supervise the corporation’s and owner’s submissions, and identify necessary internal controls and needed functionality to prevent a recurrence.
Solution: Work with the general manager’s counsel to identify the most appropriate legal structure from which to acquire the business and its associated real estate, then implement the transition with attention to profitability, risk and compliance.
Solution: Simplify management’s reporting process so that the manager could understand more immediately how his portfolio’s investments were progressing.
Solution: Assist the foundation in preparing its financials consistent with the direction of its auditor without requiring the auditor to compromise its independence by ghostwriting the financials itself.
Solution: Advise on all aspects of the transaction with focus on tax ramifications, the value of ongoing ownership and with regard to consequences for the entrepreneur’s other businesses.
Solution: Began making “house calls,” introduce an HR consultant and other professionals for the protection and convenience of the business’s owner, confirm regulatory compliance and assist where additional reporting was found to be needed.
Solution: Participate in the due diligence, development and outsourcing of administration for both a mutual fund and a fund of funds, both successfully launched in less than one year.