Gregory A. Wahl, CPA
Area of Focus:
Gregory A. Wahl is the Firm’s Managing Partner and is in charge of the strategic vision of the Firm. Greg served as the managing partner for a regional public accounting Firm’s Orange County Office in Costa Mesa from January 2005 to November 2007. Greg began his career with KPMG LLP in 1999 and left in 2004 as a Manager in the Audit and Assurance Practice.
Greg has 11 years of experience in auditing and consulting companies that file with the Securities and Exchange Commission (“SEC”) and has significant experience resolving complex accounting and SEC reporting issues. He has a particular expertise with financial institutions and specialty finance companies, including consumer products, consumer electronics, distribution, manufacturing, and retail; and technology, including clean-technology, alternative energy industries. He regularly supervises engagements for companies that are completing going public transactions (Form 10, Form S-1, and reverse takeover transactions) and secondary public offerings. He has been involved with seven successful securitization transactions (valued at over $2.0 Billion) and responsible for the compliance with the SEC rules under Regulation AB and assisted a well recognized Wall Street underwriter with its due diligence on the loan pools related to each securitization.
Greg has extensive experience with control processes and risk management for numerous companies and developed various firm standard templates and working papers for compliance with PCAOB Accounting Standard. He has participated in numerous financing transactions, auditing companies in international jurisdictions (including Canada, China, Europe, Hong Kong, Southeast Asia, ant the United States) and with multi-locations (valued at over $3.0 Billion). He has assisted companies with their internal financial reporting and has consulted his clients with the drafting, summarizing, and negotiating key contracts for compliance with appropriate US GAAP for revenue recognition and for business combinations, particularly reverse merger transactions.
Education and Professional Licenses:
- Certified Public Accountant, California
- Member American Institute of Certified Public Accountants (AICPA)
- Member California Society of Certified Public Accountants (CaICPA)
- Chartered Accountant, Canada, Member, Canadian Institute of Chartered Accountants
- Member, Institute of Chartered Accountants of British Columbia
- Bachelor of Business Administration in Finance with Honors, Simon Fraser University