CSuite Financial Partners
Immediate Response ● Targeted Solutions ● Exceptional Results

Dan Solomon


 

Functional Experience

  • All Finance, Accounting, Administrative Functions
  • Financial Statement Reporting, Audits, SEC Filings
  • Financial Modeling, Analysis
  • Business Plan Preparation, Analysis
  • 100+ Acquisitions, Divestitures, Joint Ventures
  • Purchase Agreement Analysis
  • Due Diligence
  • Acquisition Integration
  • IT Implementation, Integration
  • Controls Implementation (SOX)
  • GAAP Research, Analysis
  • Professional Presentations, Memos
  • Hiring, Mentoring, Developing Staff

Example Industries

  • Manufacturing & Distribution
  • Industrial Technology
  • Consumer Products
  • Food
  • Technology
  • Cloud, SaaS
  • Software, Hardware
  • Aerospace & Defense
  • Professional Services

Dan Solomon

PARTNER

Background

Dan’s career started at Deloitte in 1998. At Deloitte, Dan gained experience with audits, SEC filings and financial reporting in varied industries, with an emphasis in technology, manufacturing & distribution, and aerospace. His aerospace experience proved a valuable stepping stone to join the accounting and finance leadership team of The Boeing Company’s Space & Communication Systems. As a Manager of Technical Accounting, Finance Systems, Policies & Practices, Dan advised division controllers and the CFO. He later became a Corporate Development Manager in Boeing’s Integrated Defense Systems, where he was part of Boeing’s M&A team.

Efforts to broaden his M&A experience lead him to RSM’s (formerly McGladry) Transaction Advisory Services group; where Dan provided crucial guidance to private equity and corporate clients through multiple transactions – performing analyses on nearly 100 middle-market companies. This experience was highly useful in his roles as Chief Financial Officer. Dan merged his skills and experience into one role – managing the finance and accounting functions, working with entrepreneurial owners for growth, and finally working through a sale to a public acquirer and the resulting integration. During the course of Dan’s career he has held leadership roles with responsibility for revenues ranging from $10 to $70 million.

As a CSuite Financial Partner, Dan brings these same skills to clients. Leading clients through mergers, acquisitions and divestitures, capital raise and the related financial reporting, Dan’s experience brings extraordinary value to his client engagements.

Relevant Experience 

  • Partner CSuite Financial Partners
  • CFO of industrial technology manufacturer 
  • CFO of Docupace Technologies, LLC (cloud-based technology provider)
  • Partner at Hardesty, LLC
  • CFO of Hand & Nail Harmony (branded consumer products)
  • Consultant, Director and Manager, Transaction Advisory Services of McGladrey LLP
  • Manager, Corporate Development and Technical Accounting, Finance Systems, Policies & Practices of The Boeing Company – Integrated Defense Systems

Education, Licenses & Certifications

  • BS, Accounting, Brigham Young University
  • Master of Accountancy, Brigham Young University
  • CPA (CA, inactive), CMA, CFM