1754 Technology Drive
Suite 224
San Jose, CA 95110

 

 

 

Tel: +1 (408) 998-3322
Fax: +1 (408) 998-3318

 

 

Your Partner in Success

About DNA Consultants

We are a group of finance/accounting professionals with proven track records that can address problems and come up with solutions for Asian-based companies to a faster exit strategy, whether it is an IPO or an M&A activity.

We provide the following services:

1. US GAAP compliance
2. SEC compliance
3. SOX compliance
4. Training of the company’s finance/accounting staff to ensure all three items above continue to be implemented, even after our team has accomplished its mission – this ongoing training will occur as we work alongside the company’s finance/accounting staff
5. Build the company’s finance/accounting infrastructure, including positioning the right staff in appropriate positions to ensure the company’s success in having an excellent finance/accounting department and achieve scalability and sustainability in the ensuing years as the company grows
6. Implement systems and procedures to ensure the first three items above, a timely close on a monthly basis, strong internal controls, and excellent reporting and analyses for management use
7. Collaborate with management in coming up with a financial forecast that has good predictability and a high probability of its successful outcome

We commence our work with an assessment of where the company is so we can give the company an overview of what work needs to be done. An ongoing update to the company officers as the work is being done would also be appropriate. The most visible output is an audit-ready set of financial statements, with supporting documentation to facilitate a quicker and good audit, as opposed to one fraught with problems. This will result in lower audit fees and quick time to market for the company’s S-1. We would also prepare the documents to go in the S-1, which would also lower the premium audit fees that the Big 4 firms charge for IPO work.

We can perform these services utilizing a flexible pricing structure that is very competitive with Big 4 rates. We are CPAs and MBAs who have IPO, SEC, SOX, and M&A transaction experience, working for and/or with Big 4 firms.
We believe we have the experience and the bandwidth to help the pre-IPO company achieve its exit goal!



The Team

Lin L. Chan

Lin’s 20 plus years of corporate finance experience spans early-stage start-ups as well as Global 1000 companies, and includes experience with public and private financings, mergers and acquisitions, cross-border transactions, overseas outsourcing and manufacturing, systems implementation, accounting, financial planning and analysis, international tax planning, SEC issues and reporting, HR, legal, board governance and investor relations. Lin’s industry experience includes semiconductor, internet, manufacturing, storage, communications, nanotechnology and consumer sectors.

Lin has advised a number of companies in her capacity as consultant, CFO and Corporate Controller, including PC-Tel’s IPO (Taiwanese VC backed) and secondary offering (raising a total of $200 million, and creating a market capitalization exceeding $2 billion), and SOLA International’s spin-out and IPO (a $500M global healthcare product manufacturer). Lin also served as the CFO for MeetChina.com, a privately held Internet B2B start-up company with 700 employees and operations mostly in China. She headed MeetChina.com legal, tax, financial and due diligence strategies for expansion into five new Asian markets.

She has served on the board of Nanosig, Planned Parenthood, GeoCom Inc. and Nanospire Inc. Ms. Chan holds an MBA from Santa Clara University and an Accounting and Finance degree from the University of Tasmania, Australia.

Deborah Chang

Deborah brings her experience of legal counsel for private and emerging companies at Wilson Sonsini, Goodrich & Rosati to our clients. She has managed more than 30 venture-backed equity financings, four acquisitions, and five IPOs. On business plan development projects, she advises on capital structure, deal structure, and other business formation issues.

In addition to Wilson Sonsini, Goodrich & Rosati, she has also served as a litigation associate for Graham and James, as well as Steefel, Levitt & Weiss.

Deborah holds a B.A. in Economics and Women’s Studies from Stanford University and a J.D. from the University of Michigan Law School.

Alan B. Chinn

Alan provides international tax planning strategy and tax compliance to our clients. His previous experience has includes serving as general counsel for SealedMedia and Palaver Communications, and as international tax partner at KPMG where he focused on mergers, acquisitions, high technology, and leasing.

He is currently an associate instructor in the Masters of Taxation program at Golden Gate University, Chairman of UC Berkeley’s conference on Transfer Pricing. He is also affiliated with the California Society of Certified Public Accountants, the California Counsel for International Trade, and the China External Trade Development Council.

Alan holds a Bachelor of Science in Business from the University of California, Berkeley, a Masters in Taxation from Golden Gate University, and a JD from San Francisco Law School.

Delyse Nash

With 20 years of success recruiting finance, accounting and human resource professionals in the Bay Area (www.delysenash.com), Delyse has an excellent reputation with finance executives and is well positioned to staff the appropriate team by placing top tier candidates to fit within the Asian-based company culture.

In 2000, Delyse teamed up with her top client, David Powell Inc., to form DNA, after working with Accountants, Inc. (AI) and Management Solutions (MSI). At MSI, her career progressed from Interim Account Manager to Director of Client Development, achieving status as the top producer in the organization. Prior to MSI, Delyse worked for 8 years at Accountants, Inc., in roles that included Contingency Placement, Interim Staffing, Branch Manager, Sales Manager and Vice-President of Sales. Delyse consistently held top producer status for the entirety of her 8-year career with AI.

Delyse sits on the Board of Community Solutions, located in the South Bay.

Connie Osborne

Connie’s career in the consulting/recruiting industry is preceded by 20 years of experience in finance and accounting. Connie is a CPA and former Director with PriceWaterhouseCoopers. Her clients included LSI Logic, Fairchild, NEC and Kleiner Perkins, Silver Lake Partners, Integral Capital, CrossPoint Ventures and Crimson Ventures, where she was involved in numerous IPOs and Mergers and Acquisitions. She has worked with several Silicon Valley high-tech companies in the roles of CFO and Controller, and was part of the team that took Solectron through its successful public offering.

Connie has been an entrepreneur in both retail and real estate. In a “service” role for most of her professional career, Connie practices integrity, trust and professionalism. These attributes are at the heart of everything she does in serving her clients.

Connie serves on the Board of Directors for the Charitable Foundation Trust of the Silicon Valley Association of Realtors, and volunteers for various alumni-related activities for Santa Clara University, her Alma Mater.

last updated 2/7/07