Valuation Expert, Experienced Leader, Manager, Strategic Planner

Former President, CEO and CFO of a multiple-location franchised restaurant business. Built the company from 1 unit grossing $300,000 a year to 6 restaurants, employing 275 people, grossing approximately $9 million a year. Managed company finances and financial record keeping. Developed and implemented unit-level cost analyses and control systems plus extensive employee training program incorporating handbooks, manuals, audio-visual programs, seminars and performance evaluations. Created comprehensive system of company policies and procedures as well as management and hourly employee compensation programs, including financial and non-financial incentive programs.

Former member of:

California Restaurant Association Board of Directors, 1992 - 1994
Sonoma National Bank Advisory Board, 1991 - 1995
National Sizzler Franchise Association Board of Trustees, 1979 - 1994
Sizzler Restaurant International’s Strategic Planning Committee, 1993
Bay Area Sizzler Advertising Cooperative, 1973 - October 1994

Financial and Statistical Analysis Skills and Experience

Substantial knowledge, skill and experience in Profit & Loss Statement and Balance Sheet analysis plus operating cost analysis and control as well as sales, costs and earnings forecasting. Experienced in capital project budget planning and control. Expert at developing supplementary, non-financial statement planning and control worksheets in Microsoft Excel. Highly skilled at estimating the fair market value of privately owned businesses.

Certified Business Appraiser (CBA) conferred by the Institute of Business Appraisers. The second of only four people in Nevada to obtain this very-difficult-to-earn credential.

Business appraiser for Andersen & Company, LLC, Santa Rosa, California. Performed valuations for medical practice, health care, printing, food service, food distribution, auto repair, multi-unit retail and landscape maintenance businesses with annual revenues from $250,000 to $9,000,000. Provide in-depth Internet research and statistical analysis support for additional valuation projects.
Former Assistant Chief of Fiscal Services for the Nevada Department of Corrections. Second in command of budget planning and control of this department’s $300 million annual operating budget.
Expert in multi-unit retail labor cost analysis and control. Author of “Labor Productivity’s Relationship to the Cost of Labor and Profitability in the Restaurant Industry,” article in National Productivity Review, Winter Edition 1987-88

Writing Skills and Experience

• Author of two books
  
• Former columnist for the Reno-Gazette Journal. Wrote the semi-monthly column Small Businesses that provided financial management advice to small business owners.
  
• Former columnist for Northbay Biz magazine. Wrote the monthly column Business Beat that provided financial management advice to small business owners.
  
• Conceived, authored, and published The Catalyst, the official National Sizzler Franchise Association newsletter, and distributed to all United States Sizzler Franchises 1989-1991
  

Business Mergers & Acquisitions Skills and Experience

Highly knowledgeable regarding the mergers and acquisitions of privately owned businesses.

• Certified Business Intermediary (CBI) conferred by the International Business Brokers Association. (resigned from the IBBA in 2007)
  
• Currently the owner of Affordable Business Appraisal & Tatum Business Brokerage, LLC, Reno Nevada
  
• Currently the only person approved by the Nevada Real Estate Division to teach the Division’s mandated 24-hour course for the Business Opportunity Brokerage Permit.
  
• Author of Anatomy of a Business Purchase Offer: step-by-step instructions to successfully close a deal
  
• Author of Transaction Patterns: Obtaining Maximum Knowledge from the Bizcomps Database
  This is a book on applied descriptive and inferential statistical analysis for the valuation of small businesses.
  
• Currently a licensed real estate broker in Nevada & California

Public Speaking and Training Skills and Experience

• Former Guest Lecturer, Sonoma State University, 1976-1994
  
• Former Guest Lecturer, University of Nevada, Reno 1997-1999
  
• Former Associate Professor of Management, Sonoma State University, (taught Small Business Management)
  
• Former Faculty, University of Phoenix, Reno Campus, (taught Strategic Thinking)
  
• Current Business Broker Trainer, Pioneer School of Real Estate, Carson City, Nevada (I am the first person the Nevada Real Estate Division has approved to teach this course that was mandated by SB 315 in 2005)
  
• Toastmasters for about two years and the Dale Carnegie public speaking course

Technical Skills

Expert in Excel, Word.
Experienced using Power Point, Minitab and Data Desk statistical analysis, Survey Pro market research, Visio Flow Charting and Access relational database computer programs, Crystal Reports and State of Nevada budget development program.

Education

MBA, San Francisco State University 4.0 GPA
BA, Management, Sonoma State University 3.9 GPA

Veteran

Formerly Sergeant Tatum, First Air Cavalry Division, United States Army, Republic of Viet Nam
Decorated: Viet Nam Service Medal, Viet Nam Cross of Gallantry, Bronze Star