Managing Director
JAMES F. DAVIDSON
CTP, CFE, CPA, CFF, CM&AA

(714) 924-7888

Jim Davidson is a licensed Certified Public Accountant with financial forensics specialization credentials CFF and FCPA, Certified Fraud Examiner (CFE), Certified Turnaround Professional (CTP), Certified Corporate Director, Certified Mergers & Acquisitions Advisor (CM&AA).  Read FULL BIO

Managing Director
Martin S. McDermut, CPA


(805) 705.0042

Marty integrates 30 years of senior executive experience in all phases of finance, accounting, administrative, and general management.  As both Chief Financial Officer and a “Big Four” Partner, he has served numerous public and private companies with multi-state and international operations. Read FULL BIO

Principal
Thomas J. Pedersen
Thomas J. Pedersen has extensive experience in the development, assessment, operations, and management of specialty medical groups, IPAs, hospital ancillary services, healthcare services provider companies and MSOs. Read FULL BIO

Principal
Patricia R Aubort
Patricia Aubort offers clients both deep and broad experience gained over 20 years as a CFO, financial and operational consultant and tax accountant. She is especially adept at applying her practical skills to identify and implement methods to improve profitability and organizational efficiencies. Read FULL BIO

Senior Consultant
Donald D. Busse, CPA
Don is a Certified Public Accountant with over 10 years experience in Big 4 public accounting and over 27 years’ experience in private industry and consulting. He has held controllership positions at entrepreneurial and private companies in the distribution, food service, and the sales, marketing and merchandising industries. Read FULL BIO

Senior Consultant
TERRY S. MERCER, MBA, Lean and Six Sigma Expert
Terry Mercer is a seasoned consultant, manufacturing executive, and project manager with over 20 years of industrial experience and 12 years of consulting in a variety of industrial, distribution, and medical environments.  He has managed business turnarounds and start-ups and led a number of organizations through significant restructuring using Lean and Six Sigma Methods. Read FULL BIO

Consultant
Arnold J. Simoni
Arnold J. Simoni is a Senior Healthcare Executive with proven expertise in the strategic planning, development, and leadership of sophisticated health care practice organizations. Read FULL BIO

Consultant
James Mark Perry, CFE
James Mark Perry is an accomplished Certified Fraud Examiner and former audit manager of a major university.  He is expert in Sarbanes-Oxley (SOX) implementation, fraud identification, forensic accounting and investigations, internal controls, and business process assessments. Read FULL BIO

Consultant
Eric W. Hum, CPA
Eric is a former Big 4 Certified Public Accountant with over 10 years’ experience in public accounting, management consulting, and private industry.  He has held management positions at public companies and controllership positions at entrepreneurial and private companies. Read FULL BIO