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We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
Segerstrom Center for the Arts is a leading performing arts complex located in Costa Mesa, California. Established in 1986 and renamed in 2011, it spans 14 acres and is recognized as Orange County’s largest non-profit arts organization. The Center features multiple venues, including Segerstrom Hall, Renée and Henry Segerstrom Concert Hall, Samueli Theater, and Judy Morr Theater, hosting a wide range of performances. The Center offers live performances that include Broadway shows, classical concerts, dance, and contemporary acts. It also provides venue rentals for private events and seminars, along with arts-based education programs through the Lawrence and Kristina Dodge Education Center. With a mission focused on artistic excellence and community engagement, the Center has welcomed over 20 million visitors and premiered over 60 world-class productions since its inception.
A-MAX Auto Insurance is a Texas-based insurance provider founded in 2002, with its headquarters in Dallas. The company specializes in affordable insurance solutions and has rapidly expanded to operate over 200 offices across Texas. In 2022, A-MAX entered the California market by acquiring Sameday Insurance, adding 10 locations in Southern California. A-MAX offers a wide range of insurance products, including auto insurance for cars, motorcycles, boats, RVs, and commercial vehicles. They also provide property insurance for homeowners, renters, and mobile homes, along with specialized services such as SR-22 certificates, Mexico tourist insurance, surety bonds, and notary services. Additionally, A-MAX has commercial solutions, including general liability and commercial auto insurance. The company operates two subsidiaries in Texas: ALPA Auto Insurance and Preferred Coverage Insurance Agency, catering to both non-standard and commercial/personal insurance needs. A-MAX focuses on delivering flexible, customer-centric service to individual consumers and businesses.
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Tatte Bakery & Café is a fast-casual bakery and café chain founded in 2007 by pastry chef Tzurit Or. Starting from her home kitchen, Or began selling baked goods at Boston farmers markets. Headquartered in Cambridge, Massachusetts, Tatte has grown to 18 locations in Boston and Washington, D.C., focusing on community-centric spaces that create a sense of belonging. The brand is known for its artisanal pastries, cakes, and breads, along with a café menu that features breakfast, brunch, and lunch options inspired by global flavors. Tatte also offers a specialty coffee program, emphasizing quality and consistency. Each café is designed to reflect its neighborhood while maintaining Tatte’s core identity, creating inviting spaces for casual dining, remote work, and social gatherings. Tzurit Or continues to lead the brand, supported by an experienced executive team dedicated to operational excellence and high-quality ingredients.