Douglas Wilson Companies (DWC) is providing accounting services for the assigned Trustee.

Project Description

A provider of investment and insurance products to a network of physicians.

Scope of Work

Since Xelan’s bankruptcy, DWC has conducted a full analysis of all revenues and expenses across its entities. The team is completing a true-up and separating multiple commingled accounts between the estate and the business operator, who had been working under a Business Asset Preservation Agreement. Throughout the engagement, DWC has managed cash deposits, prepared detailed source-and-use schedules, and provided ongoing financial reporting to the Trustee. DWC also supported the Trustee during Xelan’s sale by delivering accurate accounting and clear separation of operating results across the involved entities.

Project Resolution

Ongoing.

Project Name

[page_title]

Client

United States Bankruptcy Court, Southern District of California

Location

CA

Service Provided

[current_portfolio_tags]

    Douglas Wilson Companies was founded in 1989 to provide a wide range of specialized business, workout, and real estate services to law firms, state and federal courts, corporations, partnerships, pension funds, REITs, financial institutions, and property owners throughout the United States.

    ADDRESS

    1620 Fifth Avenue
    Suite 400
    San Diego, California 92101

    PHONE

    (619) 641-1141

    EMAIL

    info@douglaswilson.com