Partner

• Jan 2023 - Present

Advisory Board Member

• Dec 2020 - Present

STS Capital Partners is a global M&A firm specializing in divestitures, mergers, acquisitions, strategic consulting, and financial advisory services for mid-market private businesses. Our mission is to make Extraordinary Exits possible for our clients. With our unique experience and capabilities, we’re able to realize true potential value in three distinct ways: being expert guides along the sales journey; ensuring our clients achieve maximum financial value by selling to strategic buyers; and supporting clients in creating a lasting legacy.

Advisory Board Member

• Dec 2020 - Present

Principal

• Jan 2017 - Present

PJS Ventures is an investment fund focusing on debt and equity investments in companies and industries with untapped potential, consistent demand, and recurring revenue streams. PJS Ventures prides itself on discovering quality opportunities the market is underestimating. Additionally, we provide acquisition, financing, and sale side advisory services to small and middle market companies. PJS Ventures is an investment fund focusing on debt and equity investments in companies and industries with untapped potential, consistent demand, and recurring revenue streams. PJS Ventures prides itself on discovering quality opportunities the market is underestimating. Additionally, we provide acquisition, financing, and sale side advisory services to small and middle market companies.

Founder

• Jan 2019 - Present

Comstock Ventures is a real estate investment company which creates bespoke real-estate investment products. Comstock offers a portfolio allocation to the real-estate sector with higher projected IRR than REITs or mutual funds; lower fees than mutual funds; greater liquidity than closed-end funds; removes the headaches of self managing the properties; provides access to research and resources across markets otherwise not available to you. Our bespoke products are created through rigorous market and financial analysis.

Director of Strategy

• Oct 2020 - Jan 2023

Supporting Strategies has been in business since 2004 and has hundreds of professional accountants on payroll and thousands of clients located across the US, ranging from pre-revenue startups to quarter-billion dollar enterprises. We also have a seasoned Nonprofit practice. We provide our clients with efficient and intelligent full-service bookkeeping, financial reporting, operational support, and strategic financial management services. Think of us as your complete accounting department. Our experienced staff and robust processes are what sets us apart from other bookkeeping services and traditional independent bookkeepers. Everyone on our team are local W2 employees, many with advanced college degrees and an average of 15+ years of industry experience working as CFO’s, Controllers, Accounting Managers, and other Finance Leadership positions for the very same types of organizations that we attract as clients. In contrast to our competition, our highest-level resources are the ones actually performing all the work for our clients—we don’t even have lower level “accounting clerks” working for us. We think at a higher level than the traditional independent bookkeeper because we thoroughly understand the need for timely, accurate, and actionable information to help successfully run the business. And unlike a traditional part time bookkeeper who only visits your office a few times each month, we're online and responsive to our clients'​ needs 5 days a week. We charge no minimums, require no long term contracts, and each of our clients benefits from a dedicated team of two advanced degree accounting professionals who deliver the support our clients need, when they need it, at a price they can afford. Learn more at https://www.supportingstrategies.com/la email me: psergott@supportingstrategies.com

Chief Financial Officer

• Mar 2015 - Jan 2017

Accounting Manager

• Jun 2014 - Feb 2015

Senior Accountant

• Mar 2013 - May 2014

Prepare 10k and 10Q disclosure support for stock based compensation, income per share, related party transactions, employee benefit plans, safety performance, construction in progress, and fuel derivatives, cross currency and interest swaps. Recognize revenue, cost of goods sold, and quantity/price adjustments for $200 million in annual transactions. Compute benefit/cost reclassification for fuel derivatives from accumulated other comprehensive income to cost of goods sold based on current leach curve. Manage accounts payable and payroll departments. Maintain the highest levels of effectiveness for key controls and business processes by designing and executing SOX procedures. Review service auditor reports. Identify control deficiencies and define user controls that mitigate those deficiencies. Analyze profit/loss, overhead allocation, and capital projects accounts on a monthly basis for variance analysis. Complete monthly reconciliations for cash, prepaids, fixed assets, other assets, current and long term liabilities, and equity accounts.

Staff Accountant

• Feb 2012 - Feb 2013

Prepared $20 million annual payroll on semi-monthly basis; process stock based compensation, taxable relocation, supplemental retirement earnings, imputed life insurance, 401k deferrals, 401k loans, and termination pay. Brought payments within acceptable timeframes, reducing payment times by an average of 35 days, by revamping the accounts payable process. Seamlessly managed critical accounting project to support 33% staff increase in just six months while making adjustments for revised compensation/benefit programs. Completed project on time, automated processes, and eliminated need for 1,000 manual calculations each month. Collaborated effectively with chief executives, Accounting Department, and HR personnel. Filed documents with Toronto Stock Exchange for shares issued during public offerings and stock option plans.

Staff Accountant

• Jul 2010 - Jan 2012

Served as outsourced controller for a construction company with average annual revenues of $10 million.Conducted walkthroughs with clients’ personnel to obtain thorough understanding of the accounting procedures of various industries such as tribal governments, benefit plans, contractors, and homeowner’s associations.Designed control and substantive tests and selected samples based upon risk assessments and population sizes.Completed tests and tailor procedures to achieve reasonable assurance.Executed inventory observations and documented accuracy of counts.Prepared a wide variety of personal, payroll, partnership, sales and use, trust, and corporate tax returns covering issues from insolvency calculations to net operating loss carry back elections.Recreated clients accounting systems to ensure compliance with tax obligations and loan covenants.

Intern

• Jan 2010 - Jun 2010

Tax Intern

• Jan 2009 - Apr 2009