Experience

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  The Business Ferret, LLC

  • Greater Seattle Area

  • Owner

    • Mar 2005 - Present
    • Greater Seattle Area

    I started the The Business Ferret, LLC, in 2005 to advise businesses using proprietary, sophisticated, spreadsheet-based programs to provide comprehensive financial analysis of any business, regardless of the business type, and provide business valuations for owners, buyers or sellers.The Business Ferret analysis provides businesses with specific, detailed financial operating information that eliminates misunderstanding of finances as a cause of business failure. I work to promote lower risk and higher sustainable cash flow for the business.

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  Multiple Venues

  • Speaker

    • 1998 - Present

    1998-2004 While at Moss Adams, spoke on valuation and practice management to groups from:• Charles Schwab • Fidelity• TD Waterhouse• Sun America• LPL• Raymond James• Financial Planning Associations, including the national Financial Planning Association of Australia 2005 to present: Presentation of training sessions for client firms on financial issues and best practices

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  Moss Adams LLP

  • Senior Manager - Moss Adams Advisory Services

    • Sep 1998 - Dec 2004

    Consulted with firms on business financial operations, business valuations, mergers and acquisitions, and turnarounds. Spoke nationally and internationally to major brokerage firms about valuations, and mergers and acquisitions. Consulted with several hundred companies on business valuations, and advised and assisted owners on the sales of over 150 financial advisory businesses .In first quarter of 2005 I contracted to redesign the Moss Adams LLP financial valuation model used to do valuation projects performed through their 25 branch offices.

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  Daniel Cunningham

  • Owner

    • 1987 - 1998

    Independent business consultant, advising over five hundred business owners across multiple industries and company sizes, providing financial research and analysis using the Business Ferret. Advised and assisted in the implementation of business/financial strategies both for business valuation and increasing cash flow. Acted as manager during implementation stages for businesses and negotiated for clients buying or selling businesses. Provided client valuation issue consultation for attorneys.

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  Ariston Capital Management

  • Research analyst and manager

    • 1985 - 1987

    Research analyst and manager for money management firm specializing in convertible bonds. Consulted with clients and advised owner on positioning of assets. Developed the system to show rates of returns quarter by quarter, year by year and net of fees for each client and in aggregate.

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  Daniel Cunningham

  • Owner

    • 1978 - 1985

    Independent financial advisor, advising individuals on investments and financial planning issues in Lewis and Thurston Counties. Eliminated the use of commission products for compensation of services and instituted project, hourly or asset management fees.

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  KMS Financial Services, Inc.

  • Securities Representative

    • 1978 - 1981

    Securities representative for KMS Financial Services, selling mutual funds, tax shelter investments and limited partnerships. Independently sold real estate and life insurance in King and Lewis Counties. Designed spreadsheets that enhanced the client’s understanding of the costs of doing a transaction in both products, enhancing marketing and sales.