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Frank L. DeRosa CMC
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At Large
Last updated: 8/16/2017
Mr. Frank L. DeRosa CMC, Principal, Alliance Planning & Development, Inc.
Certified Member -- Chapter: At Large
Professional Information
Alliance Planning & Development, Inc.
3 Locust Street
New York
13021  United States
 [ Map ]
(315) 730-7384 (Phone)
  Institutional/Nonprofit, Private/Commercial, Public/Government
  Banking/Financial Services, Business Services, Government/Public Sector, Industrial Manufacturing, Other Industry, Retail/Leisure, Spa/Hospitality
  23: Construction, 31-33: Manufacturing, 42: Wholesale Trade, 44-45: Retail Trade, 48-49: Transportation and Warehousing, 52: Finance and Insurance, 53: Real Estate and Rental and Leasing, 55: Management of Companies and Enterprises, 61: Educational Services, 62: Health Care and Social Assistance, 71: Arts, Entertainment, and Recreation, 72: Accommodation and Food Services, 92: Public Administration
  Business Valuation, Executive Coaching, Facilitation, Finance, Growth Management, Human Resources, Leadership Development, Marketing, Organizational Design/Devt, Process Improvement, Project Management, Quality Management, Reengineering, Sales/Business Development, Small/Family Business, Spa/Hospitality, Strategy/Planning, Sustainability
  Certified Management Consultant (CMC), Certified Public Accountant (CPA)
Personal Information
EDUCATION - May 1975 LeMoyne College BS Business. 1978 to date a minimum of one week per year as per statutory requirements. Credits have been obtained through (AICPA) Financial Accounting Education workshops, Practitioners Publishing Co. and The American Management Association, American Center for Continuing Education, and Regis University Virtue Classroom MBA study.

EXPERIENCE "See more information below"
Social/Volunteer Organizations
Board of directors and committees of non-profit organizations, including the local area Chamber of Commerce.

Internal audit governance committee chairman and consultant for local area churches and non-profit organizations.
More Information
Financial statement technical review for Beauchine and Associates, P.C. for the past twenty-five years. Internal business valuations and second opinion valuations in connection with going concern businesses as well as with troubled businesses. Preparation of shareholder and entity buy-sell agreements. Exit strategy consultation and design for middle market business owners.

Facilitator / intermediary assisting buyers and sellers in the orderly transfer of privately and closely held businesses including inter-generational transfers.

Consultant on planning and development projects covering the areas of operations management, and strategic planning and finance, for the owners of retail, wholesale / distribution, manufacturing, construction and service businesses, as well as for the owners of professional practices and franchised operations.

Executive coach and lecturer for customized courses on accounting, finance and Total Quality Management for private and non-profit companies, covering the areas of information and analysis, leadership, human resource management, and marketing.
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