Tuesday, October 25th
7:30am - Breakfast and Registration
8:00am - Presentation Begins
8:30am - Adjourn
3 Park Plaza, Suite 250
Irvine, CA 92614
Join us for breakfast, networking, and a presentation. Attendees will learn ways to generate and preserve cash flow through the use of:
- Tax incentives, including the research and experimentation tax credit
- Financial and management reporting
- Accounting process improvements
- Financial forecasting and budgeting
- Vulnerability assessments
About the Speakers
Adam Herman, CPA/ABV/CFF, CVA, ASA, CFE
Partner and Chief Visionary Officer
In his more than 25 years of experience, Adam has been successful in supporting new business growth nationwide through his leadership, creativity, energy, integrity, networking skills, and credentials which are highly respected among valuation, IRS, and business professionals.
Adam manages an elite group of professionals in the fastest growing areas of public accounting today, including CPAs, valuation analysts, forensic experts, engineers, and technical writers. Services include business valuations, forensic accounting, research and experimentation tax credit studies, seed-to-early-stage business support, litigation and expert testimony services, assisting attorneys and business owners with buy-sell agreements, gift and estate tax valuation services, marital dissolution services, stockholder litigation services, business damage litigation support, lost-profit analysis, and more.
Greg Pfeuffer, CPA
Partner and Director of CFO Consulting Services
Since beginning his public accounting career in 1996, Greg has been helping business owners in a multitude of industries discover new perspectives that help them advance toward their personal and organizational goals and was named Partner in 2016. With a well-rounded background in financial statement, tax, and consulting services, Greg is perfectly suited as the Director of Mueller Prost’s CFO and X-Vision® services. Our clients call on Greg to serve as their outsourced CFO and rely on his experience and practical solutions to grow and overcome the challenges of running an organization.