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Profession: Management Consultant
Service Arena: Plan for Succession
10521 E Meadowhill Dr
Scottsdale, AZ 85255
As a Certified Public Accountant (CPA) and financial manager, Dennis has 38 years of financial management experience with a wide range of companies. Fourteen years of heading up the Emerging Business Services practice of a "Big 4" CPA firm in three states, seven years serving as Subsidiary Controller (large plant), Group Controller (worldwide) and CFO for one of America's most profitable, acquisition-minded, middle market, public (NYSE) manufacturing companies, and eleven years of experience running his own part-time CFO consulting firm prior to joining this firm over six years ago has given Dennis the ability to bring world-class leadership to small to medium-sized businesses for a fraction of the cost of an employee.
As a CFO, Dennis specializes in rapid-growth and entrepreneurial companies with an eye on ethical business practices and moral thought and a continuing focus on bringing these benefits to his clients:
- Increased Company Value
- Increases Personal Wealth
- Reduced Stress
- More Free Time
- Solid Retirement Plan
- Security for Loved Ones
- Peace of Mind
- Reduced Cash Flow Worries
- Exit Strategy Plan
As a Certified Business Exit Consultant (CEBC), Dennis specializes in helping business owners determine how to successfully exit their businesses. This does not always mean a sale of the business to a strategic buyer, but often gifting to family or charity, an ESOP, management buyouts or private equity group recapitalizations better achieve the owner's goals. By determining an owner's goals and his or her financial and mental readiness for an exit, Dennis educates the owner(s) on the various exit options that are available to meet the goals, the value of the company under the various exit options, and helps the owner pick the optimal exit option. The result is a written exit plan to achieve the exit goals while maximizing liquid wealth considering income and estate taxes, etc.
As a Certified Merger & Acquisition Advisor (CM&AA), Dennis quarterbacks exit implementation teams to ensure that the owner's exit plans are followed. An intermediary on the buy or sell side, Dennis understands the intricate negotiations and considerations required to successfully complete a deal. Dennis is specifically trained in and understands the complexities of private capital markets and has a lot of success in finding financing for his clients.
A highly creative individual, Dennis sees systems where others see unrelated objects. Dennis serves on the board of advisors for some of his clients, has been a CFO in a highly competitive industry, and always works closely with CEOs as a trusted, visionary and optimistic advisor. Whether your company is publicly or closely held, for-profit or not-for-profit, in a turn-around or a profit enhancement situation, Dennis has the ability to hit the ground running.
Dennis returned to Arizona in 2005 from his years of experience in the Houston, Omaha and Chicago areas. Dennis and Becky, his wife of 38 years, enjoy continuous learning, relaxing in our motor home, amateur radio, riding Harleys and spending time with our son Chad, whom has a private criminal law practice in Scottsdale, his wife Crysti (a Maricopa County child advocate litigator) and our granddaughters, Ava Gabriella Niven and Addison Grace Niven.