Bill Klein
CFO | Consultant | Accounting Mentor | Outside Director | Advisory Board Member | Partner at 2GO Advisory Group
- Role
- Partner at 2go Advisory Group
- Location
- Danville, CA, US
- LinkedIn followers
- 500 followers
About Bill Klein
More than 30 years of professional experience in construction, real state and business owner advisory fields. My background in small privately owned businesses ranges from entity selection, start-ups, corporate finance and governance, capital structure and operations, to accounting processes and systems, risk management, acquisitions due diligence, divestitures, equity exits, and strategic planning. My areas of expertise include regulatory and covenant compliance, due diligence and corporate documentation, debt and equity financing, banking relationships, treasury and cash management, cost accounting and general accounting. Industry sectors that I have worked in include manufacturing, construction, real estate development and investment, and professional services. My key success factors include my ability to develop and maintain relationships with business owners, employees, investors, lenders, CPAs, attorneys and other critical advisors, and my belief that effective leadership is achieved through strategic thinking, creativity, communication, and collaboration. Past positions: Consulting CFO. Iron Construction, Inc.(Commercial Construction) CFO, Branagh Development, Inc.(Real Estate Development) Corporate Controller, Unico Mechanical Corp.(Manufacturing) Controller, Strocal, Inc.(Structural Steel) CFO, New Community Vision, LLC (Real Estate Development) Property Accountant, Shoe Pavilion (Retail) General Manager, Professional Building Industries, Inc.(Residential Construction) General Manager, KSC Construction (Commercial Construction) CFO/Controller, Sky Valley Company (Real Estate Development) Specialties: Business organization structure, strategic planning, covenant and regulatory compliance, financing, accounting, scalable processes and systems, real estate, construction.
Experience
Partner
Jul 2015 — Present · CA
Real Estate Development and Construction practice group lead
Education
Golden Gate University
Juris Doctor (J.D.)
1977 — 1980
Falls Church High School
Falls Church, Virginia
Virginia Polytechnic Institute and State University
Engineering
1965 — 1969
University of Phoenix
MBA
1998 — 2000
University of South Carolina - Charleston
Business Administation
1972 — 1976
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