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Business Planning Expert Witness

Expert Witness No.2443



BS, Business, Indiana University, 1982


Principal, Private Management Consulting Group, 2003 To Present

Management Consulting Group, focused upon financial management and operations management process improvement for public and private sector companies and organizations.

Senior Associate,  Booz Allen Hamilton, San Diego, CA,   2000 to 2002
Worldwide premier Management and Technology Consulting firm, Economic Analysis Group. 

Chief Financial Officer (1996-2000), and earlier, Manager Of Financial Analysis (1989-1995) Navy Mwr (Hospitality) Program, Washington DC.

Selected Project Experience

Private Sector Engagements

Management Systems assessment, conceptualization, planning and implementation for retail/hospitality sector client, via two year long project.

Economic and Business feasibility assessments (several) for various hospitality and retail sector clients. Teaching and counseling of clients.

Research: identification of econometric factors by market to create unit growth model, by major market, major QSR operator client.

Business assessment and profit improvement plan creation for service sector (restaurant and retail sector clients, numerous). Focused on operations, financial management, marketing, concept design and human resources issues.

New business start-up planning, counseling (two clients)

Operational Reporting:  assessment of operators’ financial and operational systems, creation and refinement of revenue, expense and other balance scorecard like metrics, data collection means created, worked into financial reporting process, review and key learnings, for various clients and employers, $400K annual revenue and up.

Reimplementation of Standard Cost System: baselining and assessment of current system, operational gap analysis and assessment, creation of new system standards, selection of new platform, project management, creation of inputs, creation of cost standards, system documentation, training and creation of user guides, travel and implementation to field operators, cost reporting and analysis, system maintenance, continued testing, sampling and refreshment, for employer, $400M national chain restaurant operator.  

Executive search and business intelligence projects for several chain restaurant operators.

Small Business Sector consulting; traveled Western United States working with numerous small business sector clients, in general management consulting roles, diverse client base, ranged from produce distributors, engineering firms, printer to a gymnasium.

Other Related Projects:

Creation and Implementation of Governance System: creation, implementation, participation and recommendation with senior leadership on Board of Directors governance program, creation of financial and operational standards, creation of budget calendar and review process, software modification and coding, training program creation, field training, execution of multi-year operational and capital budgets, including budget formulation, review, approval and execution stages each year, for employer, $700M international hospitality operator.

Best Practices Training Tool Creation: creation, conceptualization and documentation of financial best practices via handbook and training tools. for both various clients and employers.

Chair, Major Municipal Candidate’s Fiscal Advisory Team: worked with team of professionals to create actionable business recovery plan for leading local Mayoral candidate.

Municipal City Charter Review Commission Appointed Member; reviewed assessed and composed recommended changes to City Charter (constitution like document). Lead force in proposing new financial management policies.

ERP/SAP Project: investigation, due diligence planning, funding and oversight of major ERP project, FI, CO and MM modules, for employer, $700M hospitality operator.

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