Michael A. Ross, CPA

Specialties

Michael is an independent CPA/​consultant engaged in accounting and taxation for individuals, corporations, partnerships, LLCs, trusts, fiduciary, and not-​for-​profits. His experience also includes complex tax issues, tax/​transactional planning, advocating tax positions, and preparation of private letter ruling requests.

Michael also provides management advisory and related services including:

* strategic business planning;

* finance/​capital formation business plan documents (for institutional venture capital, private equity, lending facilities);

* mergers & acquisitions or buying and selling a business;

* preparation of business valuations;

* preparation of private placement memorandums & offering documentation (under Reg. D and various rules);

* the outside CFO/​controllership function;

* cost accounting;

* budgeting, forecasts and projections;

* debtor/​creditor work-​out/​bankruptcy planning;

* litigation support services; and,

* information technology consulting.

History

Established in 1989.

Michael is a seasoned practitioner with 25 years experience in public accounting and 8 years in private industry. He was formerly a:

* Staff Accountant for Ernst & Young;

* CFO;

* VP of Mergers/​Acquisitions;

* CEO;

* Board Member of the Southwest Venture Forum sponsored by Southern Methodist University;

* He is a frequent lecturer of capital formation and business plan development at many seminars and forums.