Strategic Management Consulting Group
EXECUTIVE SUMMARY
Joe is a Licensed Certified Public Accountant (CPA) with over 15 years experience in private
industry and management consulting. He also performs Valuation and Litigation Support services
and is currently Manager of Dam, Snell & Taveirne, Ltd.’s Consulting Group, which offers
strategic management consulting, litigation support, and valuation services. He has an
extensive industry background in Operations, Information Technology, Human Resources, and
Accounting. He currently acts as an advisor to many small and mid-sized businesses and has
created a range of Strategic Management Consulting Group services that can be customized to
suit the needs and goals of clients.
AREAS OF SPECIAL COMPETENCE
• Economic, financial, operational and management consulting for
small to medium-sized businesses
• Forensic Accounting
• Litigation Support services and business valuations
• Economic Loss analysis
PROFESSIONAL HIGHLIGHTS
• Assisted in valuation of several small to mid-size privately held businesses
• Calculated economic damages for litigation and insurance matters
• Performed several internal control and security reviews
• Negotiated mergers and acquisitions
• Performed due diligence on mergers and acquisitions
• Created and implemented business assessment programs
• Implemented inventory costing and control systems
• Created cash management reporting systems
• Consulted in turnaround of several small-to-mid-sized businesses
• Assisted several small-to-mid-sized businesses in acquiring financing
• Established US corporations in foreign countries and foreign corporations in the US
• Designed/selected and implemented enterprise wide software systems
• Prepared business plans and strategic plans
• Facilitated several small business start-ups
Management Consulting Background:
Joe is a Certified Management Consultant (CMC). Less than 1% of all consultants achieve
this level of performance. CMC is a credential awarded by the Institute of Management Consultants USA and represents evidence of the highest standards of consulting and
adherence to the ethical canons of the profession. CMC professionals meet strict
criteria including educational requirements, several years of successful consulting
experience, client recommendations, and business ethics of the highest standard.
Joe currently serves as an advisor to many small to mid-sized businesses.
Litigation Support Background: In addition to strategic management consulting
services, Joe prepares business valuations, forensic accounting, economic damage
calculations as well as other types of litigation support. He is a Certified Valuation
Analyst (CVA) with experience in valuation and economic loss analysis for various closely
held small-to-mid-size companies. Business valuations can be done for the purposes of
litigation, IRS, family law and strategic planning. Some of the industries where Joe has
provided valuation and economic damage calculations include: manufacturing, professional
practices, construction, distribution, retail, and real estate.
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Illinois Certified Public Accountant Society
Institute of Management Consultants
National Association of Certified Valuation Analysts
Institute of Management Accountants
Educational Society for Resource Management
Construction Financial Management Association
ARTICLES AND PUBLICATIONS
"Visualize This: Working On Your Business Instead of In It"
April 2001, Lincolnshire Chamber of Commerce
"Keeping Score with a Strategy-Based Business Model"
June 2002, Lake Country Contractors Professional Practice Report
THE COACH, a quarterly newsletter
PRESENTATIONS AND LECTURES
- Instructor, Contractors Peer Group monthly sessions
- Instructor, Basic Bookkeeping Course,
College of Lake County
- On-site custom training programs on:
- Change Management
- Strategic Management
- Effective Supervision
- Performance Measurement.
Joe has created a range of Consulting Products and Services to benefit the small to mid-size business. These include:
Business Assessments
Business Management Services (BMS)
Business Solutions
His finance and management expertise and industry experience make him a uniquely qualified strategic management consultant.
Contact Joe at (847) 367-4448 or by
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Operations