PARTNER SERVICES

   Below you will find Partner Services who have been vetted, have worked with us and meet our high professional standards.  They will be able to guide you through their areas of expertise while we focus on ours, operational excellence and growing sales. 

If there is an area that you would like to have addressed, please let us know and we will add it accordingly.

  

SoCal Aerospace Group - CRM Partner

 

 

 

 

 

 

                                 As a CRM user and Partner,  SoCal Aerospace Group will work with you to develop the right CRM, Marketing Automation, Sales Forecast, Service and other solution you need.
   We know that Aerospace has it's own quirks that require a custom application that understands all the lingo and special cases of our industry.  Whether it is parsing the data by customers, product lines, products, programs, industries, systems, etc. we can do it. But most importantly, we can help you understand your data so that you can provide realistic forecasts to your management that you can take to the bank or the board.
   Specialties: Developing custom CRM applications that work specifically with your company and industry to leverage all your data and get the most out of it.
The Heller Group, Inc.
                                 20 years experience providing executive assessment and coaching for Fortune 500 and small businesses. Author of the book "The Prodigal Executive-Coaching Executives Too Painful to Keep, Too Valuable to Fire." Passionate about selecting, hiring, and promoting the best leaders to provide a high quality work environment for all employees.
   Dr. Heller has extensive experience coaching executives from such companies as Lockheed-Martin, Northrop-Gruman, AirResearch, Boeing, and Newport Corporation.
   Specialties: Developing high potential leaders, preventing managerial and executive derailment, assessing talent for hiring and promotion.
Executive Coaching, Bruce A. Heller, Ph.D
The Heller Group, Inc.

 

 Mr Michael Gough,
IT Security Expert

 

 

15 years experience providing Information Security expertise to Fortune 1000 and small businesses. Author of various information security articles and avid blogger.  Mr. Gough regularly presents on information security at IT and InfoSec conferences around the country.  He runs the four event BSides Texas information security conferences group held annually in Austin, Dallas, Houston and San Antonio Texas to help educate and expose IT and information security professionals to the latest on information security, hacking, breaches and defensive techniques.

   Mr. Gough has extensive experience assessing and architecting information security improvements for companies looking to become more current or  update their defensive and detective capabilities within their information security programs.

   Specialties: Recommending improvements to detecting and responding to advanced threats facing companies from highly skilled hackers that bypass traditional security products and techniques.

Providing Orange County businesses transformation in the core areas of Leadership, Executive Image, Presentations, Interpersonal Skills, Employee Engagement, Team Building, Sales and Customer Service through a variety of options such as customized corporate solutions, public programs, and live-online workshops.

As a business entrepreneur, Geri Cerkovnik has a proven track record of working with organizations of all sizes from Fortune 500 companies such as Nortel and Verizon to developing new strategic markets for startup companies.

Now, as CEO and owner of Dale Carnegie of Orange County, she utilizes Dale Carnegie’s training methods to sharpen professionals and transform companies into successful, profitable and focused organizations.

                          Mergers & Acquisitions
                             Pre-Sale Advisement
                                    

 

 

M&A buyers will have a specific niche in which they work (i.e. must own IP) , and potentially stay away from others (i.e. Build to Print Manufacturers), besides the size of the acquisition and if it is a strategic or financial deal.  We will strive to match you accordingly and thus we will share with you who we feel may be the right match for you. Just ask us... we are here to help you.  

Financial Services 

 

George Uhl, VP

Sr. Relationship Mgr.

Community Bank

George Uhl has been coordinating the financial needs of aerospace manufacturing companies for 34 years. For 25 of those years, he has been in a customer liaison position as a Relationship Manager with Community Bank. Founded in 1945, Community Bank is a privately-held, Southern California-based business bank with a culture steeped in manufacturing. George has assisted and supported many aerospace manufacturing companies in their growth. His depth of knowledge in the aerospace and defense arena provides clients with a trusted advisor who is aware of the challenges that A & D companies face. The primary products provided by Community Bank are working capital lines of credit, machinery financing, commercial real estate financing, Treasury Management Services, Foreign Exchange and International Trade Finance. As a preferred SBA lender, Community Banks assists customers with the financing of industrial real estate, leasehold improvements, machinery and acquisitions of companies.
CPA Services
 
Larry Schultz, OC Partner
MOSS ADAMS

 

 

  Larry has more than 20 years’ experience delivering high quality assurance and advisory services for both public and private companies. He works with clients to improve their internal controls to comply with Section 404 of Sarbanes-Oxley (SOX 404); and assists public companies with SEC reporting requirements, including financial statement disclosures and registration statements. In addition, he supports private companies and private equity groups with key financial reporting, internal control and governance matters.

  Another primary focus for Larry is helping public companies implement SOX 404 across significant acquisitions, while supporting private companies and their owners in preparing for merger and acquisition opportunities. He also has extensive experience and expertise in manufacturing and distribution, online media, advertising, industrial and construction industries.

  Larry is currently on the board of directors for the Association for Corporate Growth (ACG). He is a member of the American Institute of Certified Public Accountants (AICPA); California Society of CPAs, where he sits on the Finance Committee; and the steering committee for the Aerospace and Defense Forum.

  Larry received his bachelor of science in finance from Ferris State University, and his master’s in professional accountancy from Walsh College in Troy, Michigan.