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Sam Bachstein

HCVT LLP

Member profile details

Membership level

Phoenix Launch Committee

First name

Sam

Last name

Bachstein

Title

Partner

Company

HCVT LLP

XPX Chapter Email Lists

Phoenix News & Events

XPX ROLE

Leadership Role

Launch Committee

CONTACT INFORMATION

City

Westlake Village

State

California

PROFILE INFORMATION

Call me when

there is a need for a financial statement audit or financial due diligence, including a buy/sell transaction

Why I/we support XPX

There is a strong need for qualified, reputable advisors who can guide clients through critical and complex transactions that will significantly impact the stakeholders in these transactions.

Profession

Accountant

Functional Expertise

Assurance
Audit
Board of Directors (not for profit)
Buy side/Acquisitions
Capital markets
Corporate finance
Due diligence
ESOPs
Exit/Transition Planning
Financial Modelling
Forensic accounting
Intangible assets
Investments
Investor relations
Mergers
Private equity
Risk management
Sell side/Divestiture
Transaction advisory

Client Industry(ies)

Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution

Professional Certification(s)

CPA

In Business Since

1998

How to contact

sam.bachstein@hcvt.com

Website

www.hcvt.com

LinkedIn profile link

https://www.linkedin.com/in/sam-bachstein/

Business Focus

Trusted advisor working with clients to navigate the complexities of financial reporting and assurance, including GAAP compliance and M&A.

Client Results

Successfully report financial results in accordance with generally accepted accounting principles to stakeholders and prospective interests.

Advisor Resource Relationships

B2B CFO
EPI

Resource details (for Advisor Resource Sponsors)

As a trusted advisor I participate in groups interested in providing quality financial guidance. I am a member of EPI, Provisors, and I am on the board of ACG 101, working with a variety of advisors to provide support and guidance to middle market companies and their management teams.