Business (General) Consultants: 46

David Peterson, is a well-recognized ebanking pioneer, with a national reputation as a subject matter expert in Financial Technologies and Electronic Payments.  i7strategies was formed to assist companies in the financial industry with determining and achieving their goals. Companies in need of assistance in determining or refining their goals will benefit by using i7strategies for strategic planning.

Our expertise lies in gathering all relevant information and working in conjunction with company executives to “boil down the issues” to reach the critical strategic goals which are crucial to the organization’s success. This “distilling” process can take the form of a brainstorming session, a multi-day strategic planning session, or an ongoing commitment to annual planning with quarterly or monthly follow up.

In certain circumstances, a company will wish to add to its existing talent base to satisfy a short-term but vital need. i7strategies can provide specific expertise across a wide range of operational and management categories, providing timely and focused consulting. By “instilling” targeted subject matter expertise, i7strategies gives companies the ability to avoid lost opportunities and operational errors.

View David Peterson's Expert Witness Profile. 

HP Accounting Services, Inc. is a leading provider of interim and outsourced Financial Management for tech and other companies. A CPA and business valuation firm, they support their clients’ compliance with the IRC 409A and SFAS 123(R) rules, intangible asset valuation, as well as issues involving damage calculations, expert witness services in litigation. 

Consulting Services:

• Accounting - Bookkeeping (Monthly/Quarterly/Annual), Accounting system setup for new businesses, Personal financial statements, Business Plan Development & Loan Brokerage, Audit Preparation & Liaison, Budgeting
• Business Valuation - Purchase Price Allocations — FAS 141R
• Mergers & Acquisitions
• Business Fraud Prevention

Robert Bates, JD, CPA (Virginia), CFE, CVA, CFO has over 30 years of Financial Management and Accounting experience as a Controller and CFO in various industries. He has been in several industries, including telecom, media, retail and financial services in addition to having consulting experience at startups in the software, technology, and life sciences fields. Mr. Bates specializes in International Accounting, Software Issues, and Obtaining Financing. AS CFO of  public companies, he has completed due diligence accounting/reporting for 12 acquisitions, including performing Business Valuations and dealing with FAS 142 issues. Mr. Bates has handled accounting for complex debt instruments including warrants, beneficial conversion feature, and other derivative issues. He has also been responsible for SEC reporting: 10Q’s and 10K’s.

View Robert Bates' Expert Witness Profile.

Michael D. Pakter CA, CPA, CFE, CIRA, CDBV, CFF, MAFF, CVA, CGMA focuses on accounting, forensic accounting, financial analysis, financial forensics, economic damages, business valuation and investigations. He has experience in lost profits / earnings, business interruption claims, analysis of financial transactions and balances, Court-ordered accounting, bankruptcy, fraud examinations, investigations and the reconstruction of incomplete, misstated and/or falsified financial information.

Litigation Support - Mr. Pakter provides consulting and litigation support services to trial lawyers, trustees, examiners, receivers, business owners and managers and units of federal, state and local government. Many engagements combine financial analysis, economic damages determination, valuation issues, tracing procedures and/or other applications of Financial Forensics to assist in resolving complex commercial litigation and business disputes.

Experience - Mr. Pakter has more than 40 years of experience in forensic accounting, investigations and litigation services in numerous industries and diverse engagements, including more than 20 years of experience in economic damages and business valuations.  State, Federal and Bankruptcy Courts, as well as arbitrators, have recognized me as an expert in forensic accounting, economic damages, business valuation, CPA malpractice and bankruptcy core proceedings.  Mr. Pakter is a Certified Public Accountant with multiple additional certifications in economic damages, financial forensics, business valuation and bankruptcy core proceedings.  He focusses his professional practice on forensic accounting, lost profits, lost earnings and other economic damages, business interruption, fraud/financial investigations, bankruptcy core proceedings and litigation support.

Siegfried Guggenmoos, B.Sc.(Agr.), P.Ag., Principal of Ecological Solutions, Inc. is a Professional Agrologist, with over 30 years of experience in the electric/gas utility corridor vegetation management business.

Mr. Guggenmoos has designed, implemented and provides assessments of utility vegetation management programs. In evaluating the prudence of vegetation management programs Mr. Guggenmoos has developed methodologies to assess their efficacy by predicting the impact of vegetation management program as practiced, on the future costs and reliability of electric systems.

Areas of Consultation:

• Storm hardening electric transmission and distribution systems to quantitatively manage tree-caused service interruptions
• Advise and develop protocols for assessments of power line tree exposure and mitigation
• Advise on least cost vegetation management by synchronizing economics and ecology
• Advise on impacts of vegetation management program alternatives, modifications
• Provide context for vegetation management, greenhouse gas mitigation measures in a competitive energy market
• Facilitate for management, staff, contractors and stake holders an actionable understanding of ecological principles and their impacts on vegetation management needs and costs
• Provide project management; expert review of programs and proposals
• Develop and advise on quantification, monitoring and verification of biotic greenhouse gas mitigation measures

Dennis E. Coleman & Associates has been providing Healthcare Management Services to various healthcare provider clients since 1990. They offer services in a variety of areas, including, but not limited to:

Physician / Hospital Collaboration Medical Staff Development Business Development Operations Management Interim Hospital Management

Policy & Procedure Development Human Resources Management Marketing & Sales Delivery System Development Strategic Planning

Principal, Dennis E. Coleman, JD, MPH, has over 40 years of experience in Hospital and Healthcare Management. Mr. Coleman's academic background includes a Juris Doctor degree from Southwestern University in Los Angeles and a Masters in Public Health degree with a Hospital Administration major and a Bachelor of Arts degree in Political Science, both from the University of California, Los Angeles.

Mr. Coleman was most recently the Chief Executive Officer of Community & Mission Hospital located in Southern California. He has also served as a part-time faculty instructor in hospital administration and healthcare management at both California State University, Northridge and California State University, Los Angeles. He currently maintains a national consulting and expert witness practice specializing in hospital administration / healthcare management.

View Dennis Coleman's Expert Witness Profile.

Carlo Scevola & Partners is an International Fiduciary Company headquartered in Geneva, Switzerland, with branches in six continents. We specialize in International Planning, Strategic Consulting and Wealth Management. Our clients trust us for everything from setting up an Offshore Company to Mergers and Acquisitions to Business Finance and Asset Protection. 

CS&P’s customer-centric methodology ensures that each client gets a custom-tailored solution which addresses that business’ individual objectives and requirements. Our team has expertise in every functional category and every important geography. From finance to operations to human resources to marketing – from the Americas to Europe to Africa, Asia and Oceania – CS&P can bring together experienced executives who know how to advise you and will make your enterprise a success. All this while always protecting your privacy. 

Services Offered: Business and Strategic Consulting

• S.W.O.T. Analysis
• Pre-investment Feasibility Studies / Competitive Background Assessments
• Business Plan Research, Writing and Production
• Strategy Definition / Implementation
• Reworking of Operating Processes for International Suitability
• Industrial Partnership Scouting / Matching
• Tailor Business Model to Market Environment, Jurisdiction and Local Authorities Requirements 

Corporate Finance:

• Mergers, Acquisitions and CessionsCommercial Due Diligence or Investment / Financial Appraisals
• Company Reorganization and Restructuring
• Financial Feasibility Plans for Industrial Expansion
• Scouting / Recruiting Highly Qualified Financial Management
• Exit Strategies in the event of Buy-outs, Buy-ins, Spin-offs or MBOs, MBIs and LBOs
• Listing on Stock Exchanges 

Offshore Consulting:

1. International Tax Planning
2. Corporate Structuring, Maintenance and Trusts
3. International Contracts Law
4. Jurisdictions
5. Residency and Citizenship
6. International Banking
7. Logistic Support
8. Government Licenses
9. Aircrafts and Vessels
10. Intellectual Property 

CS&P Operates In More Than 80 Countries Around The World.

Consultica Worldwide is a management consulting firm with a reputation for resolving strategic and operational issues in Business, International Education, Management, and Human Capital. The firm was established in Sydney, Australia in 2003 and provides consultancy services in management, strategy, quality, business, and international education.

Consultica specializes in assisting with RTO quality and development, university advisory, higher education service provider (HEP) services, tertiary quality, start-up, and strategic planning. Their services cover the following:

Quality Development, Enhancement Quality Systems Registration and Re-registration Services Harnessing Strategic Synergies Creating Quality Cultures Developing Corporate Talent

Aligning the Workforce to Strategy Strengthening High-impact Leadership Leadership Transition Risk Management Executive Guidance Strategic Management

Principal, Mo Kader, PhD, is a business and commerce professional specializing in three areas of expertise: Business Start-up and Development, Human Capital and Corporate Training, and International Education and Institutions. He has an in-depth knowledge of the education, corporate training, learning and development fields and of Small and Medium Enterprise (SME) and larger commercial enterprise.

Dr. Kader assists SME's and large businesses in a range of sectors to start up or develop or grow. This is done through business management principles and with a range of human resource and organizational development approaches. These help increase the start-up business success rate and streamline its processes, as they do with larger businesses looking for better performance.

Dr. Kader's understanding of management, business development, new company growth strategies, and change management aid in providing a pragmatic, driven approach to business. He has worked as Business Development Manager, National Business Manager, Head of Sales, General Manager, and Managing Director, and has a high degree of acumen in international business, export development, new enterprise start up, and in resolving business and commercial issues via good business practice and human capital programs.

Mo Kader is experienced in the regulatory framework of compliance for Registered Training Organisations (RTO's), Higher Education Providers (HEP's), and Universities. He assists RTO's with initial registration and ongoing compliance. The establishment of Higher Education Providers and Tertiary Education Institutions is also his forte. With an ability to assist from the inception and Strategic Planning phase to the development of internal policies and procedures that provide the institute with a Quality Framework, Dr. Kader is able to impart sound advice and implementation support.

Bryan L. Parker, CPA, LLC provides help to small to medium sized business with their Accounting, Payroll, and Tax needs. They have built a firm that provides quality accounting services coupled with a high level of client support. Their expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements. The largest accounting firm in the city of Pelham, Alabama, their dedicated staff combine their years of experience to assure that every client receives the close analysis and attention they deserve. Accounting Services:

Reviews & Compilations Bookkeeping / Write-Up Business Consulting Business Entity Selection Buying or Selling a Business Estate & Trust Tax Preparation Financial Analysis & Statements

IRS Representation Management Advisory Services Notary Public Payroll Services QuickBooks Sales Tax Services Tax Preparation & Planning

Bryan L. Parker CPA | Accounting, Payroll & Tax Needs for Small/Medium Businesses in Birmingham, AL

Bryan L. Parker, CPA/PFS, CFP, CLU, ChFC, CASL, FCPA, is a Certified Forensic Accountant with over 30 years of experience in his field. Background - Prior to founding Bryan L. Parker, CPA, LLC, Mr. Parker held the position of CFO at McPherson Oil Company ($300 million + annual revenues) where he was responsible for advising and negotiating banking relationships, acquisition review, acquisition integration, financial reporting, and interaction with external auditors. His experience also includes serving as VP of Mergers & Acquisitions for Citation Corporation (Public Co.) and CFO of TIC United Corp., Dallas, TX ($300 million + revenues).

Mr. Parker has performed business valuations for more than 100 businesses in a variety of industries including manufacturing, trucking, printing, fuel oil distribution, motor/lubricating oil distribution, professional services, restaurants, fast food franchises, metal foundry, metal forge, machining, and plastic injection molding. 

View Bryan Parker's Expert Witness Profile.

Dr. Larry Chiagouris has a rare combination serving as a senior Fortune 500 executive and as an accomplished academician. He has provided expert testimony and written opinions on damages, marketing, advertising, intellectual property issues (including the use of survey research) for plaintiffs & defendants at major national & local firms.

Dr. Chiagouris  brings extensive experience as a Senior Marketing, Branding and Research Executive responsible for directing major assignments for companies such as AT&T, Campbell Soup, Kraft, Miller Brewing, Peugeot, Pfizer, Prudential and Visa. He has a Ph.D. in Marketing, is Past Chairman, Advertising Research Foundation and Former Director of the American Marketing Association.

Experience Summary:

• Experience evenly divided between plaintiff and defendant engagements over 25 cases
• Several cases include elements of intellectual property issues
• Majority of cases involve elements of consumer behavior or survey research
• Majority of cases involve elements of advertising related strategies and tactics
• Majority of cases involve elements of Internet related tactics
• Majority of cases involve written opinions and depositions
• Written and oral testimony in several Federal District Court jurisdictions
• Engaged by both large multinational law firms and small boutique firms
• Class action cases evenly divided between plaintiffs and defendants
• Selected by Agency Magazine as one of 10 best and brightest researchers.

Blue Silk Consulting specializes in Global Supply Chain Processes and Technology Enablement. We are a consulting firm, with 80+ clients and over 35 years of consulting experience in Supply Chain Management, Project Management, Systems Consulting, and Expert Witness Services. With global and domestic clients, Rosemary Coates has extensive knowledge and experience in manufacturing and outsourcing to China, and in global manufacturing strategies such as reshoring production. Rosemary Coates' experience spans a broad range of industries including:

High Technology Software Chemicals Health Care Consumer Products Industrial Products Apparel and Footwear

Counterfeit Imports Food Distribution Transportation Publishing Retail Oil and Gas Automotive

Rosemary Coates, President of Blue Silk Consulting and the Executive Director of the Reshoring Institute. She is a seasoned executive with an MBA and 25+ years of experience in Chinese Sourcing and Manufacturing, Global Supply Chain Management, Reshoring, Procurement, Manufacturing and ERP Systems Consulting. Background Experience. 

Prior to BSC, Ms. Coates was a Senior Director at SAP, the Supply Chain Practice Leader at KPMG Peat Marwick and at Answerthink, and a Regional Manager at Hewlett-Packard. Ms. Coates has consulted with global and domestic clients, VCs, and PE firms on operations systems and processes. She has considerable international experience and has worked for extended periods in Asia and Europe. 

Ms. Coates' experience spans a broad range of industries including High Technology, Software, Chemicals, Health Care, Consumer Products, Industrial Products, Food Distribution, Transportation, Publishing, Retail, and Oil and Gas. She has extensive knowledge and experience in manufacturing and outsourcing in Asia, Europe, and the US. She has written five Amazon.com books including Best Seller 42 Rules for Sourcing and Manufacturing in China, and Legal Blacksmith: How to Avoid and Defend Supply Chain Disputes, and  42 Rules for Superior Field Service, and Negotiation Blueprint for Buyers, and The Reshoring Guidebook. 

Ms. Coates is also the Executive Director of the Reshoring Institute and a member of the Board of Directors at the University of San Diego Supply Chain Management Institute, and a Member of the Board at Kinectic River. She teaches Global Supply Chain Strategy at UC Berkeley. She is a Licensed U.S. Customs Broker. She earned a BS in Business at Arizona State University and an MBA at the University of San Diego. She resides in Silicon Valley.

Rosemary Coates: Supply Chain Management Overview

Areas of Expertise:

Chinese Products / Chinese Imports Counterfeit Imports Chinese Manufacturing Importing and Exporting Electronics Purchasing Operations Planning

Inventory Warehousing Supply Chain Distribution Channel Manufacturing Operations Field Service Supply Contracts ERP Systems Implementations

View Rosemary Coates' Expert Witness Profile.

Blockchain Expert Consulting (BEC) was founded to offer cryptocurrency and Web3 Startups with sustainable business, Strategy, and Innovation Consulting. BEC is a thought leader in blockchain architecture, smart contract outcomes, various blockchain networks, including Ethereum, Blockchain, and various chains in the Cosmos ecosystem. BEC also provides services in blockchain law and Decentralized Autonomous Organizations (DAO) structuring related to Series LLCs.

• For established players in web3 who need an unbiased take on a model., BEC helps ensure clients are growing in the right direction
• For existing business models looking  to incorporate tokenization, expected to be a $30 trillion industry by 2030, but don't know where to start, BEC keeps things as simple as possible since your business already works

J. Mason Bump, Founder, is a Blockchain Architectureand Cryptocurrency Expert. An early adopter of decentralized technologies, he has extensive business acumen and deep knowledge of blockchain technology, tokenomics, and public policy. Mason holds a JD and MBA,  is a Certified Cryptocurrency Forensic Investigator, and is Certified by the Blockchain Council as both a Blockchain and Law Professional and a Certified Blockchain Expert. 

Mason achieved success as a general practitioner with exposure to entity structuring and formation, contract drafting, land disputes, litigation, trial, and appellate work. In his appellate practice, his arguments were heard and accepted by the Iowa Supreme Court.  

More recently, Mason's been employed by a blockchain startup as a Protocol Specialist and Governance Expert (previously Protocol Analyst), where he provides high-level insight into the architecture, the mechanics and economics of tokenomics, and parameters of dozens of blockchain networks the company supports. This company maintains its status as a "Unicorn" staking firm with a valuation in excess of $1 billion. *Blockchain Expert Consulting is a separate entity from this company.

Mason was featured as an in-person speaker at the International Blockchain Developer Conference called Nebular Summit in Paris, France in July 2023 where he spoke about the potential of smart contracts to improve the effectiveness of legal contracts in a presentation titled "Staking: Modern Building Materials for Contracts."

View J. Mason Bump's Expert Witness Profile.

Hi, I’m Jess Birken.

I am the owner of Birken Law Office. I'm a lawyer and I help nonprofits solve problems so they can quit worrying and get back to what matters most – their mission. I’m not like most attorneys, I actually have an outgoing personality, and – like you – I like to think outside the box. Most of my clients are passionate and have an entrepreneurial spirit. I’m like that too. My goal is to help you crush it. Getting bogged down in the minutia sucks the joy out of the important work. My clients want to do The Work – not the paperwork.

My Credentials

• BA, Sociology, University of Minnesota, Twin Cities (2001)
• JD, Mitchell Hamline School of Law, Magna Cum Laude (2007)
• MA, Nonprofit Management, Hamline University (2010)
• Certified Transformative Mediator
• Want more? Check out my LinkedIn profile.

My Biography

I am the former CEO & Managing Partner at Urban Birken PLLC, a boutique firm that focused on serving the nonprofit community. I have worked with nonprofit organizations for most of my career.

Before becoming a private practice attorney, I spent four years inside a national nonprofit organization, Pheasants Forever. In that role I managed about $50M in state and federal government grants and worked on hundreds of conservation real estate deals. I also gained a deep knowledge of just what it's like to work inside a nonprofit - not just tell people what to do. My strength in that role was working with staff, volunteers and government stakeholders to keep complex projects moving and maintain a zero defect environment for audit time.

Birken Law Video Introduction

Since that time, I have run my own firms. I’m now the owner of Birken Law Office a firm designed to help nonprofits. Ideal Client Engagements are nonprofits looking for a strategic partner who will give pragmatic advice and keep business operations on track so the mission work stays a priority. I love working with organizations that understand that 'nonprofit' is a tax status - not a business model.
My work experience entails largely business and compliance needs of nonprofit issues around:

Formation Executive Compensation HR Real Estate Property Tax Board / Staff Conflicts

Voting Member Issues Internal/External Stakeholder Conflict Government Grant Compliance Transactions Crisis Management

My Contact Information

You can contact me via e-mail or follow me on Twitter or Facebook.

Click here to schedule a free call now.

MCS Associates is a nationally recognized consulting group that has provided financial, operations and regulatory/compliance consulting services nationwide to financial institutions, insurance companies and regulatory agencies as well as real estate and financial services organizations for over 40 years. Expert Witness and Litigation Consulting are a primary focus of our services. We undertake expert witness assignments throughout the United States and our clients include several hundred leading law firms around the country, working on behalf of both plaintiff and defendant financial institutions, borrowers, depositors, investors, developers, insurance companies and their insured, securities/insurance/real estate brokers/agents, regulators and government agencies, and individuals. 

Together with MCS Associates’ specialized resources in banking, financial services and real estate, we also draw on key strategic alliances in insurance, economics, academia and the securities industry to meet a wide range of expert witness needs. Our litigation experts include experienced bankers, lenders, consultants, regulators, managers, brokers & agents in insurance, real estate, and securities; insurance claims and underwriting managers; economists, accountants, appraisers, real estate analysts, and academics. 

Areas of Expertise Include:

• Banking Operations/Administration
• Check Fraud
• Lending Policies, Custom and Practice
• Loan Underwriting & Credit Administration
• Loan Securitizations & Servicing
• Bankruptcy, Foreclosures and Workouts
• Trust & Fiduciary Issues / Operations
• Securities Brokerage & Investments
• Valuations & Damages Analysis
• Forensic Accounting
• Employment / Compensation
• Real Estate Brokerage & Management
• Title Insurance & Escrow
• Real Estate Appraisal & Transactions
• Insurance Industry Custom & Practice
• Insurance Coverages / Claims Handling
• Insurance Bad Faith

Gina von Esmarch, CMO, Adesso Associates CEO / Founder, is a seasoned Marketing Executive with over 25 years of experience developing strategic and impactful B2B marketing initiatives. She has extensive experience in digital transformation, customer programs / retention, brand, content, and shaping corporate narratives for disruptive and innovative brands in the B2B Tech Space.

In her role as CMO, Gina has developed programs for such clients as Mercedes-AMG Petronas Motorsport, PlayStation, NetApp, Socialtext, Ingenico, Fathom Online, Oracle BMW Racing & Moet Cup (2003), and AmericaOne (2000). She has recruited and led teams in countries around the world.

Gina has been engaged to collaborate across teams and regions to align offerings and create revenue. She builds and manages marketing teams to establish market leadership, brand awareness, and differentiation. She excels at leveraging social media to engage with influencers through clear and transparent communications.

Gina successfully develops effective Go-To-Market (GTM) strategies and launches bottom-line impact programs through targeted integrated marketing initiatives. She is an expert at establishing and scaling strategic company positioning amongst third party influencers to build market/product perception, creating strong multi-faceted thought leadership initiatives, crafting large-scale media, analyst, brand awareness, rebranding, and launch campaigns. Gina excels at delivering best-in-class Analyst Relations and Voice of Customer programs with Impact Metrics. With an exceptional mix of analytical skills and business acumen, she drives business decisions in marketing and sales. 

The Know Show - Interview with Gina von Esmarch on Voice of Customer

Business Consulting Expertise:

Brand Awareness & Management Strategic Messaging, Planning & Execution (GTM) Integrated Consumer Marketing Campaigns & Customer Retention Integrated Marketing Campaign Development

Multi-channel Social Media Content Storytelling Digital & SEO Optimization Revenue Growth & Optimization

William H. Purcell has over 50 years of experience in Investment Banking, Mergers and Acquisitions, and other Finance Issues. He is currently a Senior Director at Seale & Associates, a boutique investment bank with both U.S. and foreign clients. Seale is focused on Mergers and Acquisitions, Corporate Finance Advisory, and Strategy Consulting.

Mr. Purcell's past client coverage includes such companies as Anheuser-Busch, Hoechst Celanese, Volkswagen, and Metropolitan Life to name a few. He was also appointed CEO of a publicly-traded company going through bankruptcy proceedings. Additionally, Mr. Purcell has been a director on several corporate boards. Through his relationship with Seale & Associates, Mr. Purcell has affiliations with professors at The George Washington University Business School and the University of Virginia Business School. He has been an occasional guest lecturer in investment banking and finance at George Washington University and Monmouth University.

Consulting Services Include

• Mergers and Acquisitions - LBOS and Recapitalizations
• Fairness Opinions
• Adequacy Opinions
• Solvency Opinions
• Valuations
• Damage Issues
• Fiduciary Issues
• Advice to Special Committees of Boards and Trustees
• Due Diligence and Disclosure Issues
• Financing of debt and Equity - Public and Private
• Leasing and Real Estate Financing

View Expert Witness Profile.