Services
Not for Profit and small company external “CFO” per diem services
Preparation of business plans including financial modeling
Review of current personal financial and retirement plans
Preparation of personal financial plans for retirement including tax analysis of pension and other retirement withdrawals
Merger & Acquisitions – Assistant in sales and reorganizations
Due diligence work for acquisitions
Tax consulting for individuals and small and medium business entities
Real Estate Feasibility – business planning and projected financial modeling
Estate Planning for Individuals
Insurance Consulting
Bankruptcy projections and planning; Trustee services
Estate Administration and accounting; Trustee Assistance Services
Provide bill paying, Quick Books Accounting and Financial Statement Preparation Services for high net worth individuals
About
Michael S. Jelormine, CPA, after service with the U.S. Army in Vietnam, graduated summa cum laude from the University of Bridgeport with a bachelor-of-science degree in accounting. Michael has several years of auditing experience with a "Big Six" accounting firm primarily planning and performing audits for entrepreneurial and growth stage clientele in a variety of industries. Michael is experienced in income taxation, financial planning, litigation support, small and medium sized business consulting and planning services.
Michael joined Capossela, Cohen, LLC (CCLLC) and was the partner in charge of management advisory services. His areas of concentration included business valuations, business acquisitions, negotiations, projections, forecasts, loan work-outs and related small business entrepreneurial services.
Michael was the Founder and Initial Managing Director of Southport Station Financial Management, LLC, (SSFM, LLC) a Boutique Financial Planning Service Firm and performed Investor Portfolio Management and Financial Planning Services.
Michael is a retired Certified Valuation Analyst (CVA) and was a member of the National Association of Certified Valuation Analysts. He was also a frequent expert witness in small business and related proceedings in various state and federal courts. Michael was a former member of the American Institute of Certified Public Accountants and the Connecticut Society of Certified Public Accountants. Michael is a past president of the P.T. Barnum Foundation, Inc. and is an experienced advanced scuba diver frequenting the Cayman Islands.
