Richard Cox

Provided transaction services to Motive Partners in create Motive Corp (a SPAC) that later acquired Forge

Provided consulting services for the title insurance industry surrounding standard operating procedures for title searches.

CEO/CFO for Cork Distributors, LLC (Wine & Spirits Wholesaler in Nevada). Entailed all processes from sales processes, product management, pricing, warehousing, and delivery.

Fractional CFO for The DNA Company - The DNA Company is relatively new technology surrounding the genomic composition of an individual. As a start-up company, I have provided assistance surrounding capital raises, cap table management, forecasting and reporting.

• Led financial strategy development, aligning goals with organizational vision and market trends.
• Oversaw budgeting processes, ensuring accurate forecasting and resource allocation across departments.
• Directed financial reporting initiatives, enhancing transparency and compliance with regulatory standards.
• Mentored finance team members, fostering professional growth and enhancing departmental performance.
• Analyzed financial data to identify trends, informing strategic decision-making for long-term sustainability.
• Collaborated with executive leadership to develop business strategies that drive revenue growth and market expansion.
• Evaluated investment opportunities, providing insights that informed risk management and capital allocation decisions.
• Analyzed operational issues and implemented corrective action to maximize profits.
• Conducted detailed analysis of company financial information and oversaw preparation of related reports.
• Oversaw budgets, payroll, and accounts payable and receivable.
• Oversaw the successful completion of external audits, addressing any recommendations promptly to ensure smooth operations.
• Ensured accurate financial reporting, maintaining compliance with GAAP, SEC regulations, and internal policies.
• Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
• Established strong relationships with external stakeholders, including investors, analysts, and regulatory agencies to promote transparency and build trust in the organization''s financial management.
• Implemented tax planning strategies that minimized liabilities while ensuring full compliance with local, state, and federal laws.
• Negotiated favorable credit terms with banks for increased borrowing capacity and reduced interest expenses.
• Advised Board of Directors on strategic financial matters, providing insightful recommendations backed by thorough analysis.
• Streamlined financial processes by implementing new accounting software and automation techniques.
• Managed complex capital projects from inception through execution, ensuring timely completion within budget constraints and delivering expected returns on investment.
• Spearheaded due diligence efforts for potential partnerships or joint ventures, securing mutually beneficial arrangements that supported company growth objectives.
• Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
• Maintained P&L and shouldered corporate fiscal responsibility.
• Directed technological improvements, reducing waste and business bottlenecks.
• Analyzed industry trends and tracked competitor activities to inform decision making.
• Represented organization at industry conferences and events.
• Founded performance- and merit-based evaluation system to assess staff performance.
• Oversaw accounting and tax strategies for multiple different companies and industries: Insurance, Technology, Wealthmanagement, Winery, Restaurants, Hotel, Resort, Manufacturing, Real Estate Investment, Professional Sports and Electronic Medical Billing and Processes
• Executed on 2 different SPAC's.
• Completed 1 IPO of Dun & Bradstreet
• Led the due diligence team for the acquisition of Fidelity Guarantee Life Group.

• As CFO of the Vegas Golden Knights, I was overlapping with Cannae Holdings, and Fidelity National Financial and other responsibilities.
• This was a pro-bono position with the Bill Foley Family Offices.
• Developed strategic financial plans to support company growth and achieve long-term objectives.
• Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
• Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
• Managed risk effectively through comprehensive insurance coverage review and implementation of robust internal controls.
• Collaborated with executive leadership to establish budgetary guidelines and allocate resources efficiently across the organization.
• Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
• Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
• Devised and presented business plans and forecasts to board of directors.
• Created succession plans to provide continuity of operations during leadership transitions.
• Led financial strategy development, aligning goals with organizational vision and market trends.
• Analyzed operational issues and implemented corrective action to maximize profits.
• Ensured accurate financial reporting, maintaining compliance with GAAP, NHL regulations, and internal policies.
• Implemented tax planning strategies that minimized liabilities while ensuring full compliance with local, state, and federal laws.
• Negotiated favorable credit terms with banks for increased borrowing capacity and reduced interest expenses.
• Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
• Worked with legal to negotiate the NHL contract for the Vegas Golden Knights.
• Worked with marketing to assure that we had an original commitment to sale 10,000 season tickets.

• Led cross-functional teams to enhance strategic accounting and tax initiatives between Fidelity National and Cannae Holdings (FKA: Fidelity National Ventures)
• Developed and implemented operational frameworks to streamline processes and improve efficiency.
• Oversaw budget management, ensuring financial targets aligned with organizational goals.
• Cultivated relationships with stakeholders to drive collaboration and support company objectives.
• Provided oversight and management to Fidelity's Tax Department and all related taxes.
• Assured that the accounting was accurate and assisted with the audit, as well as, handled tax controversy.
• Provided transaction advisory services, led due diligence, structuring, and advised on legal agreements.
• During this time frame, we acquired Lenders Processing Services and then completed and Up-C IPO with Black Knight Financial Services followed by an internal Spin-off of Lenders Processing Services.
• During my tenure at Fidelity National Financial, we completed over 100 acquisitions.

• This was a pro-bono position withing the Bill Foley family office.
• Directed financial strategy, aligning organizational goals with fiscal planning and resource allocation.
• Led budgeting processes, ensuring alignment with company objectives and operational effectiveness.
• Analyzed financial performance, identifying trends to inform executive decision-making and strategic direction.
• Oversaw compliance with regulatory requirements, implementing robust internal controls to mitigate risks.
• Identified potential fund raising activities.
• Assured that cash was properly managed.
• During this time, we were able to lock in 3 core partners to cede the operations so that we could tell donors that 100% of their contribution is returned to the grantees.

• All WPF II Family Office work was Pro-Bono.
• Led preparation and review of individual, partnership, and corporate tax returns ensuring compliance with regulations.
• Streamlined financial reporting processes to enhance accuracy and reduce turnaround time.
• Mentored junior accounting staff, fostering skill development and professional growth.
• Implemented best practices for budgeting and forecasting to improve financial planning efficiency.
• Implemented and revised SOP's for payroll processing.
• Performed due diligence, tax structuring, and financial integration.
• Industries: Distribution, Insurance, Hospitality, Jet Center, Manufacturing, Professional Sports, Real Estate, Restaurant, Technology, and Wine Production.
• During this time frame, I worked within 10 different industries and worked within a team to execute on over 100 different transactions encompassing deals for Bill Foley, Fidelity, FIS, Black Knight, and Cannae Holdings.

• Led tax strategy development to optimize compliance and minimize liabilities.
• Directed cross-functional teams in implementing tax planning initiatives and policy updates.
• Streamlined audit processes, enhancing accuracy and efficiency of financial reporting.
• Mentored junior staff on tax regulations and best practices, fostering professional growth.
• Managed and directed all tax compliance for federal, state, local, international and escheatment.
• Assured that all SEC Reporting has correct.
• Handled all tax controversy.
• Led due diligence.
• Performed Tax Structuring for Corporations, S-Corps (can explain), and Partnerships.
• Created standard operating procedures for post closing synergies.
• During my tenure, I led and completed 7 different private letter rulings.

• Led tax strategy development to optimize compliance and minimize liabilities.
• Directed cross-functional teams in implementing tax planning initiatives and policy updates.
• Streamlined audit processes, enhancing accuracy and efficiency of financial reporting.
• Mentored junior staff on tax regulations and best practices, fostering professional growth.
• Managed and directed all tax compliance for federal, state, local, international and escheatment.
• Managed tax planning and compliance for 60 different countries.
• Assured that all SEC Reporting has correct.
• Handled all tax controversy.
• Led due diligence.
• Performed Tax Structuring for Corporations, S-Corps (can explain), and Partnerships.
• Created standard operating procedures for post closing synergies.

• Led strategic tax planning initiatives to optimize financial performance and compliance.
• Directed cross-functional teams in implementing tax strategies aligned with organizational goals.
• Analyzed complex tax regulations to ensure compliance and mitigate risks for the organization.
• Developed and maintained relationships with external auditors and regulatory agencies to enhance collaboration.
• Worked with the Mergers and Acquisition Team to perform Due Diligence and Tax Structuring
• Ultimately responsible for pushing out over 3,000 different tax forms annually.
• Preparation of 1 consolidated financial statements and 3 different public companies at this point: Fidelity National Financial, Micro General, and Fidelity National Information Solutions, Inc.

• Led tax compliance initiatives ensuring adherence to federal and state regulations.
• Developed strategic tax planning strategies that minimized liabilities and optimized financial performance.
• Assured that the process financial statement audits was accurate, for the component that we were responsible.
• Mentored junior staff, enhancing team capabilities and promoting professional development within the department.
• Conducted risk assessments to identify potential tax implications of business transactions and advised stakeholders accordingly.

• Led tax compliance initiatives, ensuring adherence to federal and state regulations.
• Implemented strategic tax planning strategies that optimized client financial outcomes.
• Mentored junior staff, enhancing their understanding of complex tax issues and solutions.
• Analyzed financial statements to identify potential tax savings and risk mitigation opportunities.

• Analyzed complex tax regulations and compliance requirements to ensure accurate reporting.
• Prepared and completed federal, state, and premium tax returns.
• Developed strategic tax planning initiatives to optimize client financial positions.
• Reviewed and interpreted tax legislation, providing actionable insights for management decisions.