ACG San Diego Virtual BrownBag | Navigating PPP & EIDL Loans in M&A Deals & Employee Retention Credits

Ryan is a business transactional attorney with significant experience in several legal disciplines, including corporate, real estate, securities and private equity. As a dedicated, results-oriented transactional attorney who is valued for his business sense, high net worth clients rely on Ryan's counsel in connection with investment structure and strategy, wealth preservation, risk management, business planning and related issues. His corporate practice includes private equity transactions, strategic organizational structuring, debt financings, securities offerings, mergers and acquisitions, divestitures, venture capital investments, asset purchases, joint venture arrangements and complex corporate deals. Ryan's diverse client base reflects his ability to assist entrepreneurs and visionaries across a multitude of industries. Ryan’s corporate and real estate experience help him to provide clients with a balanced and unique perspective on virtually all aspects of business planning.

Greg is founder partner with Think, LLP, a national specialty tax consulting firm with 30+ years of experience. He teams with CPAs and their clients to bring value in the following areas: R&D Tax Credit Studies, Employee Retention Credits, IC-DISC (Federal Export Tax Incentive), Cost Segregation Studies, Post-Wayfair Sales & Use Tax Consulting/Compliance and other state credits and incentives. Greg is a Certified Public Accountant licensed in the State of California.

Michael has been a CFO/Controller Consultant with NOW CFO for almost 4 years. His clients range from pre-revenue to hundreds of millions annually, from 1 employee up to 100, startups to 10+ years; with industry expertise in manufacturing, SaaS, life sciences, consumer products, and hospitality. Prior to NOW CFO Michael was a Big4 Auditor, and served in Corporate Accounting positions from Reporting and FP&A positions through Controller and Director of Finance; within large publicly traded companies as well as a small private company through an IPO process.

Lee has more than two decades of experience providing comprehensive legal advice to businesses involved in complex domestic and international transactions. As an corporate attorney and general business counselor Lee advises on mergers and acquisitions, finance, joint ventures, strategic alliances and partnerships, securities, and cross-border transactions. Lee has been involved in deals that span a wide range of industry sectors, such as media and entertainment, technology, consumer products, manufacturing, gaming, tribal finance and development projects, resorts and hospitality, motor sports, apparel, renewable energy development projects, event promotion and live events. Experience, creativity and a multidimensional understanding of his client’s financial drivers and overall objectives are at the core of Lee’s business law practice. Notably, his seemingly natural ability to get along with and synthesize the many different personalities and agendas involved in a transaction allows for the requisite synergy needed to keep the deal on track.

David Worner is a Partner with NOW CFO and has managed the San Diego practice since 2012. Under his leadership, the San Diego practice focuses on providing Outsourced Accounting services, M&A/IPO/Audit readiness services and Capital Advisory services. Prior to NOW CFO, he previously worked in both public and private companies and started his career in public accounting. David graduated from the University of New Orleans with a Bachelors in Accounting. He is Chairman of the Supervisory Committee for the San Diego County Credit Union and sits on the Board for San Diego Chapter of Entrepreneurs’ Organization.