29911 Niguel Road
Laguna Niguel, CA 92607
d. (949) 550-4745
Newport Beach I
Dipak D. Bhakta
As a B2B CFO® Partner, I have an interest in helping the owners of privately-held businesses reach their personal and business goals. My sweet spot in terms of the businesses I work with are those whose sales are in the $5M - $100M range. I provide my consulting services on an as-needed long-term basis. This helps privately-held businesses benefit from my experience, without the fully loaded cost of a full-time employee. I can assist businesses in the following areas:
• Improve Cash Flow
• Obtain Bank Loans
• Grow the Business Profitably
• Increase Company Value
• Plan Strategically
• Prepare a Business to Sell
I have over 20 years of experience in CFO, VP, Treasurer, Director, and Controller roles. As the VP responsible for all Finance and Accounting functions at a $4 billion company, I learned the importance of thinking strategically and rolling up my sleeves to drive solid business improvements. At smaller companies, I’ve worked closely with
owners and CEOs to help the business overcome challenges and improve profits. I’ve helped companies raise capital, get bank loans and lines of credit, increase trade credit, improve revenue and profits, improve cash flow, and perform due diligence and integration for M&A transactions. I am a CPA with a Master's degree in Finance, and my diverse industry experience includes retail, distribution, consumer products, manufacturing, utilities, telecom, and technology.
I’ve previously served in roles such as CFO for a $110 million water and power company, VP of Finance for a privately held $4 billion retail company, and CFO, VP, Director, Treasurer, and Controller roles at other organizations ranging from small privately held businesses to larger publicly traded companies.
I live in Laguna Niguel, California with my wife and two children. When I’m not working, I enjoy spending time with my family, coaching my son's soccer team, cycling, yoga, and golfing.
Master of Science – Finance, Georgia State University – J. Mack Robinson College of Business
Bachelor of Science – Accounting & Business, Berry College – Campbell School of Business
Certificates & Licenses:
Certified Public Accountant
Certified Business Transition Expert™