Picture of James F. Davidson

James F. Davidson

Managing Director

Jim Davidson brings business acumen from decades of corporate financial management. He is a Certified Insolvency and Restructuring Advisor, Certified Turnaround Professional, Certified Mergers and Acquisitions Advisor and Certified Corporate Director. He is also a licensed Certified Public Accountant with financial forensics specialization credentials (CFF, CFS, and FCPA), and a Certified Fraud Examiner (CFE). He...

Picture of Patricia R. Aubort, CPA, CVA, CFE

Patricia R. Aubort, CPA, CVA, CFE

Pat Aubort offers clients both deep and broad experience gained over 30 plus years as a CFO, finance executive, VP of Acquisitions, financial and operational consultant, and tax accountant. She has served both private and publicly-traded companies in various finance-related capacities during her career. Pat is the National Healthcare Practice Leader for Avant Advisory Group....

Picture of Robert E. Bates

Robert E. Bates


Rob is an Avant Advisory Senior Consultant. He is also a Certified Public Accountant (CPA) and a Certified Fraud Examiner (CFE) with over 22 years of experience in accounting and finance. He comes with a public accounting background at Deloitte & Touche and has accumulated a breadth of experience leading and managing the financial and...

Picture of James Hughes

James Hughes


Jim Hughes, CPA, CFE, has over 20 years of financial services and management consulting experience, largely serving companies ranging from $50 million to $1.5 billion. As Controller and Finance Manager for more than ten years, his responsibilities included oversight of all financial and control functions and cash flow management and analysis, including 13-week rolling cash...

Picture of Terry S. Mercer

Terry S. Mercer

Lean and Six Sigma

Terry S. Mercer is a seasoned consultant, manufacturing executive, and project manager with over 20 years of industrial experience and 12 years of consulting experience in a variety of industrial, distribution and medical environments.  He has managed business turnarounds and start-ups and led a number of organizations through significant restructuring using Lean and Six Sigma...

Picture of Michael Mumford, CPA/CFF, CFE, CPA (Canada)

Michael Mumford, CPA/CFF, CFE, CPA (Canada)

Principal Consultant – Forensics, Fraud & Corporate Investigations

Mike has been assisting clients to resolve complex fraud and compliance issues for over 30 years.  His expertise in investigative & forensic accounting has been instrumental in over 300 engagements for the Royal Canadian Mounted Police, law firms, financial institutions, businesses, non-profits and high net worth individuals and families.  Mike started and led forensic accounting...

Picture of Kai Kuwata, CPA (inactive)

Kai Kuwata, CPA (inactive)

Information Technology and C-Suite Interim Management

Kai Kuwata is a senior level financial and information technology professional with proven results achieved in both consulting and C-level executive positions. He has held top leadership posts for financial and information technology organizations. His experience ranges across various product manufacturing and service-delivery businesses. As such, he has directly interfaced and presented to the board...

Picture of Keith Bjelajac, CPA

Keith Bjelajac, CPA

CFO Services & Interim Management

Keith has over 35 years of senior management experience performing financial and operational management for high growth, financially distressed and multi-billion dollar public companies. He has been CFO for both large public and private companies with revenues ranging from $100 million to over $15 billion in revenues. He has extensive experience in work out /...

Picture of Rodney Burris, CPA, CGMA

Rodney Burris, CPA, CGMA

CFO Services & Interim Management; Healthcare

Rod Burris, CPA, CGMA, has over 25 years of senior management experience handling all financial, accounting, tax, administrative back office, and business operations for multiple entities. Rod has served in both CFO and Controller roles across industries that include multiple entity emergency physician and radiology medical groups to $100 million in revenues. Rod has significant expertise...

Picture of Rob Otto

Rob Otto


Rob has nearly 25 years of operations, management consulting, finance and accounting experience for both public and private companies ranging in size from entrepreneurial to over $1 billion in revenues. He has extensive experience in direct to consumer strategy and operations, business process improvement, ERP evaluation and integration (including implementation of Business Intelligence systems), financial/...