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Darryl Siefkas Broadly experienced Senior Business Executive and CPA with the proven ability to structure new and existing businesses in various industries to drive strong growth.
Darryl Siefkas Broadly experienced Senior Business Executive and CPA with the proven ability to structure new and existing businesses in various industries to drive strong growth.
Darryl Siefkas Broadly experienced Senior Business Executive and CPA with the proven ability to structure new and existing businesses in various industries to drive strong growth.
PROFILE Broadly experienced Senior Business Executive and Certified Public Accountant with the proven ability to structure new and existing businesses in various industries to drive strong growth. Nationally recognized authority on development of unique, tax-effective financial strategies for both businesses and individuals. Multiple successful experiences as temporary CEO and CFO in turnaround situations on behalf of financial institutions. Consistent record of raising substantial amounts of Angel financing for startups. Exceptional strength in business development and planning, innovative problem resolution, and client relationship management contributing to organizational goals and bottom line results. Strengths include:
Public Accounting Financial & Tax Planning Privately Held Companies Startups Financial Turnarounds Investment Analysis Estate Counseling Financial Counseling Business Development Capital Fundraising Capital Preservation Taxation Advanced Tax Structures Structured Investments Offshore Planning Life-settlement Leveraging Expert Tax Witness PROFESSIONAL EXPERIENCE GLOBAL MILE SOLUTIONS, INC. (GMS) -D.C., HOUSTON, CENTRAL AFRICA 5+ YEARS A business-to-business consultancy specializing in Central African Development. Chief Financial Officer, Executive Vice President GMS provides complete management solutions to Central African businesses and US-based entities that wish to expand into Central Africa, enhance their scope of business, and develop Africa's vast natural resources. We know the "Red Tape" and how to cut it. Current budgets of $400 million+ Serve at the corporate level as the CFO and also as CFO in the developing African companies until GMS can recruit, vet, and train suitable successors. Facilitate and provide standard and non-standard international financing, recruiting, training, sourcing, transportation, intergovernmental liaison, economic counseling, financial and business planning, strategic planning, contract negotiations, and asset protection and extraction services. THE SIEFKAS GROUP HOUSTON, SAN ANTONIO & EL PASO, TEXAS 18 YEARS A Tax Oriented business consultancy specializing in difficult federal tax cases, business and personal financial tax planning, and raising funds for early startup ventures in a variety of industries. Sales is Pending. Owner Established and built a firm that consults with startup and small- to medium-sized business clients. Perform time-and-motion studies and implement enhanced business processes with clearly defined management roles for owners, directors, managers, production, and service staff. Develop business plans and strategies for funding startup and expansion. Assist individuals and corporate clients in reducing a wide variety of tax liabilities including estate taxes. Raised Angel capital totaling more than $10 million for early-stage startups in such industries as high-tech, on-demand data services including movies on demand, life-settlement financing, goods distribution, and medical services consolidation. Reduced the estate taxes of dozens of wealthy individuals owning closely held companies from more than $10 million to zero. Preserved the capital of the owners of closely held businesses by using advanced tax structures coupled with selective offshore planning, often reducing taxable income from 7 figures to zero. Consulted with actuaries to pioneer the structuring of investment deals ranging in value from $25M to $100B in international markets through life-settlement leveraging for large investment houses, fraternal organizations, banks, brokerage firms, and quasi-governmental organizations. DARRYL FRANKLIN SIEFKAS
Facilitated structuring a new business-financing vehicle using life-settlement-backed bonds that eliminated the risk of capital loss to lenders and venture capitalists. Developed successful strategies for the sale of large tracts of ranch and farmland while maintaining tax advantages using life-settlement-backed notes as the funding vehicle. Served as defense witness in multiple highly technical federal tax cases, winning all cases for clients. MARCUS, FAIRALL, SIEFKAS + COMPANY, CPAS EL PASO, TEXAS 3 YEARS An accounting firm formed by the merger of Darryl Siefkas & Company with Marcus, Fairall. Partner Merged successful practice into a larger firm with a 3 year exit strategy , succeeding in increasing the productivity of the new firm by modernizing and automating practices using models developed at Darryl Siefkas & Company (below). Effected the transition of clients and more than doubled billings during the transition period, experiencing no loss of clients due to the merger. Recruited and trained a replacement with expertise in the specialized tax and structured turnaround processes developed at the former firm. DARRYL SIEFKAS + COMPANY, CPAS EL PASO, TEXAS 7 YEARS An accountancy practice with nationally recognized expertise in business turnarounds and default- prevention projects on behalf of lenders and the use of 419A(f)(6) and 412(i) plans in conjunction with or in lieu of family limited partnerships. The firm also designed and implemented defined- benefits plans for clients. Owner Recruited and built a nationally recognized team of Accountants, Attorneys, and Enrolled Agents with the ability to practice before the IRS in managing complex tax cases for client firms. Developed a contract with a large bank holding company to design and execute structured turnarounds of businesses that were technically in default. Effectively acted as CEO of the firms during the transition from entrepreneurial startup to formally structured businesses and implemented new business systems, improved management standards, and restored profitability. Succeeded in preventing default by 100% of companies engaged. Lectured twice yearly in more than 20 cities on the national tax circuit to audiences of up to 600 legal, accounting, and financial planning professionals on the use of 419A(f)(6) and 412(i) plans. Developed a proprietary approach to 419A(f)(6) and 412(i) topics that generated estimated contributions to such plans in excess of $3B. LEVITZ, ZACKS, & CICERIC, P.C., CPAS LAS CRUCES, NM, EL PASO, TX 4 YEARS A large, regional CPA firm with operations in California, Arizona, New Mexico and Texas serving national and European clientele. Partner-in-Charge, Texas & New Mexico Recruited to manage the firms Texas and New Mexico offices, building the practice into a professional team of 30 CPAs and attorneys, and 12 support staff. Built annual billings from $30,000 to $1.5M. Developed the firms first Practice Development Plan, which included direction for future growth and won national awards for advertisements of professional services. Designed the highly successful Levitz Learning Lectures, adopted companywide as the firms major tool for developing additional business. BIXLER, CARLTON, PITTENGER & RISTER, CPAS EL PASO, TEXAS 1 YEAR An accounting firm. Staff Tax Accountant Prepared tax returns for a variety of businesses, individuals, trusts, and estates. DARRYL SIEFKAS, CPA EL PASO, TEXAS 2 YEARS A firm created to contract to KPMG client organizations for installation and training on complex management-information systems designed by KPMG Peat Marwick. Owner Fulfilled two contracts to purchasers of the KPMG Peat Marwick systems to lead implementation and training on new systems. Taught management to analyze data not previously available. DARRYL FRANKLIN SIEFKAS
KPMG PEAT MARWICK EL PASO, TEXAS 2 YEARS The El Paso offices of a global accounting firm. Senior Staff Tax Accountant After beginning employment as an Assistant Staff Accountant was rapidly promoted to lead audits in the clothing, cowboy boot, and steel manufacturing industries as a Senior Staff Accountant. EDUCATION BAYLOR UNIVERSITY B.B.A. IN MACROECONOMICS & ACCOUNTING Beta Alpha Psi International Accounting & Finance Honor Society Over 1,600 post graduate classroom hours of Continuing Professional Education CERTIFICATIONS & LICENSES Certified Public Accountant, Personal Financial Specialist, Certified Investment Specialist, Certified Estate Counselor, Registered Financial Counselor, Chartered Global Management Accountant Texas Group 1 Life & Health FINRA Series 7 & 63 Licenses (not current)