Due diligence checklist for Mergers and Acquisitions provides a more prioritized list of the key documents to assemble before making an acquisition or being acquired. Clients using this checklist in advance of merger, joint venture, or sales negotiations save invaluable time and dramatic reductions in their legal bills.
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Innovative Business Solutions
Whether you are suffering from a crisis atmosphere that’s infected your entire corporation or you are just wrestling with an intuitive gut feeling that something is not quite right at the office, you need a second opinion to give you a bird’s eye perspective on your business. FiscalDoctor, a consulting agency manned by CPA and Stanford Business grad Gary Patterson, can help you identify critical areas of your operation in need of development and provide peace of mind and a simple overview of tasks.
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Whether you have funds available to invest in innovations or you are strapped for cash and need to stretch your budget to make room for new products, overseas expansion, or R&D investment, FiscalDoctor can provide expert guidance. Gary Patterson is a true “outside the box” thinker with two successful start-ups under his belt. You can peruse testimonials from satisfied CEOs, managing partners, and CFOs here on-site.
Unlike other consulting agencies, which often provide lots of data and advice but fail to winnow their insights into a manageable form, Gary Patterson believes in simplicity. You can hand over complex, unwieldy financial situations to FiscalDoctor and get a key diagnosis with a quick turnaround. You can also invest in a checkup and receive five key tasks.
Get a diagnosis from the FiscalDoctor, and set your company on a 100-day course to a Balanced Scorecard. The diagnosis provides 10 critical strategic recommendations which can set you on the path to financial wellness. Gary Patterson has the drive, passion, and experience to rejuvenate your business, so innovate smartly today with FiscalDoctor by your side.
The Gale Group Cites Gary W. Patterson’s Corporate Board Embarrassment Quiz
March 18, 2008 – Boston, Mass – Recognizing President & CEO of FiscalDoctor™ Gary W. Patterson’s expertise on governance and related corporate governance issues, Goliath Industry and Business News adds Patterson’s self-evaluation quiz, “What Is Your Board’s Embarrassment IQ?” to its online business content service. Goliath is part of The Gale Group ™, a world leader in e-research and educational publishing for libraries, schools and businesses. Patterson’s quiz is classified under the subjects Board of Directors, market forecast, market share, trends, demand, production trends, industry forecast, sector trends, supply analysis, production information, market trends, industry information, subsidiaries and business associations.
The article was originally published in Directors & Boards, December2007, a quarterly journal dedicate to topics of leadership and corporate governance. Interested parties can take the quiz by going to Patterson’s website, www.fiscaldoctor.com.
About Goliath
Goliath is The Gale Group, a part of Cengage Learning’s online-business content service, providing global company and industry intelligence to business executives. Goliath provides immediate online access to more than five million records including business articles, industry reports, company profiles and executive contacts pulled from business data resources maintained by The Gale Group. The site serves a range of business needs – from starting a company, to researching an existing company and reviewing best practices, to retrieving recent business news. Goliath Industry and Business News includes thousands of articles from journals, newspapers, newswires, and magazines, covering a wide range of industries and business topics. http://goliath.ecnext.com/coms2/gi_0199-7162529/What-is-your-board-s.html.
About The Gale Group™
The Gale Group serves the world’s information and education needs through its vast and dynamic content pools, which are used by students and consumers in their libraries, schools and on the Internet. The company is best known for the accuracy, breadth and convenience of its data, addressing all types of information needs – from homework help to health questions to business profiles – in a variety of formats – books, Web-based solutions and microfilm. For more information, visit www.gale.com.
About Gary Patterson
Gary Patterson, president & CEO of FiscalDoctor™, assists high growth and middle market companies with risk profiles and risk road maps as part of the fiscal clinic to increase growth and profitability so CEOs and investors sleep better. Patterson is a contributing expert to a forthcoming book by Eric J. Leech on making strategic use of Other People’s Money (OPM) to build corporate value. He is available to speak on the subject of corporate governance, as well as other issues relating to the financial growth of a company. For more information, visit www.FiscalDoctor.com, or call Patterson at 781-237-3617.
Break the Data Logjam and Give Boards Timely Information
February 21, 2008 – Boston, Mass – A recognized expert on corporate governance issues, President & CEO of FiscalDoctor™ Gary W. Patterson advises boards of directors to take the necessary steps to ensure that corporate executives provide them with timely and quality information well in advance of board meetings. Patterson describes these action steps in a recent article titled “Get Boards the Data They Need on Time,” which has been published in the February 2008 issue of Directors Monthly. Directors Monthly is produced by the National Association of Corporate Directors, a national non-profit membership organization dedicated to serving the corporate governance needs of corporate boards and individual members.
Underscoring that the quality of a board’s decision making is equal to the quality and timeliness of the information board members receive, Patterson cites many of the factors that contribute to the tardy distribution of board material. In light of these factors, Patterson offers the following steps that boards can take to facilitate the timely distribution of board material. They are:
Step One: Commit to breaking the data logjam
Step Two: Find out who worked on the logjam issue (or at least proposed solutions) in the past
Step Three: Streamline the collection, analysis, and distribution of data
Step Four: Simplify the board package
About National Association of Corporate Directors (NACD)
Founded in 1977, NACD is a national non-profit membership organization dedicated exclusively to serving the corporate governance needs of corporate boards and individual board members. NACD’s 17,500 members and customers represent companies ranging from Fortune 100 public companies to small, over-the-counter, closely held, and private firms. NACD covers a range of areas, including mission, legal and ethical conduct, oversight of NACD activities (including NACD strategy), Board processes and performance, assessment of Board performance, selection and orientation of Directors, and oversight of the CEO and other senior managers. NACD offers members a subscription to Directors Monthly, which keeps members abreast of current events in all aspects of corporate governance. Feature articles and easy-to-digest summaries address timely boardroom issues that can directly affect a board member’s role as a corporate board member or adviser. For more information, go to www.nacdonline.org.
About Gary W. Patterson
Gary W. Patterson, president & CEO of FiscalDoctor™, assists high growth and middle market companies with risk profiles and risk road maps as part of the fiscal clinic to increase growth and profitability so CEOs and investors sleep better. Patterson is a contributing expert to a forthcoming book by Eric J. Leech on making strategic use of Other People’s Money (OPM) to build corporate value. He is available to speak on the subject of corporate governance, as well as other issues relating to the financial growth of a company. For more information, visit www.FiscalDoctor.com, or call Patterson at 781-237-3617.
Gary W. Patterson Joins National Speakers Association Speaking Platform Includes Corporate Governance, Renewable Energy, Strategic Planning, Executive Coaching
February 15, 2008 – Tempe, AZ – The National Speakers Association (NSA), the leading professional association for qualified speakers, admitted Gary W. Patterson as a member based on his extensive speaking engagements. Members must qualify to join the association. Patterson speaks on a range of topics including corporate governance, clean energy, financing, ERM (Enterprise Risk Management), contingency planning, strategic planning, achieving corporate financial goals, and building long-term wealth.
Patterson’s most popular speeches include:
“What Is Your Board’s Embarrassment IQ?”
“Decision Making in a Vacuum: Why Don’t Boards Get the Information They Need to Make Good Decisions?”
“Growing Your Company through Alternative Financing”
“Is Your Company Prepared for the Fall Out of a Clean-Energy World?”
“Strategic Budgeting versus the Traditional or “Black Box” Approach”
“How to Prevent Bad Things from Happening to Good Companies”
“Finance Meets the Sales Funnel: What’s It All About?
“How to Increase Value of Equity Held by Top Management”
“ERM Can Keep Money from Leaving Your Pocket”
“Numbers Don’t Lie! Interpretations Might!”
Patterson is an accomplished and credentialed speaker with a proven track record. As a Big 4 CPA Audit Manager with a Stanford MBA in Operations, Finance, and Marketing, Patterson has broad and diverse industry experience, a global perspective with assignments throughout North America and Europe. As CFO, COO, CTO, and partner, he has led all functional areas including sales, marketing, and human resources. For more information, visit www.FiscalDoctor.com, email Gary at [email protected], or call 781-237-3617.
About National Speakers Association
The National Speakers Association (NSA) is the leading organization for professional speakers. Since 1973, NSA has provided resources and education designed to advance the skills, integrity and value of its members and the speaking profession. NSA offers industry-specific information and training in the areas of business management, marketing and presentations skills.NSA brings professional speakers into a community with networking, mentoring and leadership opportunities.
Gary W. Patterson Quoted in Farm Journal Media Publication on Agri-Business Issues
February 4, 2008 – Boston, Mass – President & CEO of FiscalDoctor™ Gary W. Patterson advises the agricultural industry to address top three business questions in an article titled “Top Resolutions for 2008,” which was published in Top Producer, January 2008, a Farm Journal Media publication. Farm Journal Media is a privately held corporation and defines itself as “the premier agricultural multi-media company in the United States.”
Patterson recommends that the industry raise three crucial questions in their efforts to set business goals for 2008:
What are the three best opportunities I could create longer term and what do I need to do to best pursue those opportunities?
What are the three top longer-term risk area concerns of my business today and how would I react if those concerns materialized?
What are the three most crucial infrastructure issues I face over the next one or two years?
The full article can be viewed at www.agweb.com/Get_Article.aspx?sigcat=topproducer&pageid=140737
About Farm Journal
Farm Journal Media (FJM) is the nation’s leading agricultural media company. FJM publishes Farm Journal, Top Producer, Beef Today and Dairy Today magazines. The company’s broadcast properties are Indiana-based AgDay, broadcast on more than 170 television stations; WeekEnd MarketPlace; and the Farm Journal Radio Network. Its Internet presence is AgWeb.com, “The Homepage of Agriculture.” FJM publishes the Pro Farmer family of newsletters, based in Cedar Falls, Iowa, and produces live events, offers custom publishing, and provides Internet and database marketing.
About Gary Patterson
Gary W. Patterson, FiscalDoctor™ (www.FiscalDoctor.com) has been a consultant for more than 200 companies spanning high tech and service industries. His clients include startups, Inc 500, and Fortune 500 companies worldwide. Patterson is a contributing expert to a forthcoming book by Eric J. Leech on making strategic use of Other People’s Money (OPM) to build corporate value. For more information, visit www.FiscalDoctor.com, or call Patterson at 781-237-3617.