Chris Smith, CPA, Designated REALTOR®
Phoenix / Scottsdale, Arizona

Professional Resume for Chris Smith

AREAS OF EXPERTISE

• Business Brokerage: Negotiating, Valuation, Transition Management
• Arizona Real Estate Brokerage: Negoitation, Valuation, Transaction Management
• Certified Public Accounting: GAAP, GAAS, Tax Code, Financial Statement Preparation
• Banking: Credit Analysis, Cash Management, Working Capital, Cost Benefit Analysis
• Finance: Budgeting, Pro-Forma Statements, Accounts Receivable and Accounts Payable
• Positive Attitude, Strong Personal Drive, Team Player, Organized, Detailed and Ethical

PROFESSIONAL EXPERIENCE

Sunbelt Realty & Business Advisors, LLC Phoenix, AZ 5/2003-Present
President, Designated Broker and Senior Business Intermediary
• Acquired 2 previously established Sunbelt Business Broker Franchises and designed ethic sales and marketing strategy to enhance a previously diminished corporate marketplace reputation
• Responsible for all aspects of office management and training for Business Brokerage and Residential Sales Divisions

Realty IRA, Inc Scottsdale, AZ 7/2001-Present
Vice President and CPA Consultant
• Specializing in Transaction Management for Retirement Plan Investing in specific parcels of Real Estate
• Designed and negotiated major Vendor Relationships for Retirement Plan Administration and Transaction Management
• Key Note Speaker for Seminar Training Series, Radio Interviews on 1510AM and 960AM

Chris Smith, CPA Scottsdale, AZ 1/1996-Present
Sole Practitioner CPA
• Start-up CPA practice specializing in Individual and Corporate taxation and financial statement preparation.
• Additional specialization in agreed upon procedures engagement for small commercial banks, including Accounts Receivable verifications

Realty Executives Scottsdale, AZ 9/1995-8/2003
Realtor®
• Specializing in Residential, Commercial and Land Arizona Sales along with Property Management for both Buyers, Sellers and Investors

Valley Commerce Bank Phoenix, AZ 2/1998-10/2000
Assistant Vice President, Commercial Loan Officer
• Managed $12M commercial loan portfolio. Direct responsibility of all client relationship management, including financial statement analysis, industry analysis, cash and investment management, and client service. Also, involved new client development and internal personnel supervision.

Heritage Bank Tempe, AZ 12/1996-2/1998
Assistant Vice President, Commercial Loan Officer
• Managed commercial loan portfolio of $4M comprised of small businesses. Highlighted by management of bank’s Capital Access Program with Maricopa County.

Weintraub & Morrison, CPA’s Tempe, AZ 9/1995-12/1996
Staff Accountant
• Prepared workpapers, financial statements and tax filings for corporate and individual entities. Conducted various other professional services including business consulting, forecasting/projections, cost-benefit analysis and assurance testing.

Education

Northern Arizona University Flagstaff, AZ 12/1993
Bachelors Degree
• B.S. Accountancy, College of Business Administration

Horizon High School Scottsdale, AZ 6/1989
Diploma
• College Prep Program including additional studies in Math, French, Calculus and Accounting

OTHER INFORMATION

Licenses
• Arizona Certified Public Accountant (ASBA# 10228)
• Arizona Real Estate Broker’s License (ADRE #BR10183000)
• National Association of Realtors E-Pro Designation (#144000626)

Affiliations
• American Institute of Certified Public Accountants, Arizona Society of Certified Public Accountants
• Phoenix, Arizona and National Association of Realtors
• Former Member of East Valley Estate Planners, Robert Morris Associates, Arizona Association of Industries