Ann Bennett

>Helping business executives to align strategic planning with financial goal clarity. Includes financial modeling for capital raising, banking relationships, and organic growth. Targeted value building activities to manage and maximize growth closing the gap between expectations and reality. >Developing people through training and engagement to embed financial ownership across management teams. > Due Diligence for SaaS company to prepare for 5-year growth plan. Worked with CEO and team to embed actionable plans with KPI's to achieve the desired valuation for M&A. IPO, Exit. Identified and corrected red flags in finance and tax. > Part-time COO for IOT company. Developed pitch materials for A round, business plan, refined go to market strategy, Established and directed accounting/finance and tax information. >Initiated and established "Best Practices" for Denver City/County Projects with selected members of the Council for compliance with the City's 2014 Minority/Woman Owned Ordinance reducing City's risk. > Provided owner advice in exit planning for the ultimate company sale. Strategic planning to align employees with company mission, accountability for sales staff and develop financial process and procedures for accountability KPIs and current reporting. > Developed reporting systems with KPI indicators, GAAP compliance, tax. Focusing on business tax credits & deductions >Provided education programs through State Department grant in the United States and India for entrepreneurial startups in developing complete business plans and supplemental marketing and financial packages required in banking relationships and capital raising.