Alice Chan


Alice brings to the firm a wealth of knowledge and experience gained from working for public accounting firms and in private industries for over twenty years.

In her public accounting career, Alice worked on audit engagements where she participated in the planning, execution, reporting, and completion of financial audits of public and private company clients. Alice has experience with a range of industries including manufacturing, distribution, wholesale, professional services, and not-for-profit organizations.

Alice has experience in tax planning, tax services, and tax law research with respect to closely held businesses.

Alice has vast experience and expertise in cash management, accounting system implementation, financial, regulatory, and SEC reporting, and accounting process improvement with both privately held and public companies. She served as a financial controller with a midsized private company where she led the accounting, IT, and HR departments, managed the annual budget and quarterly forecast process, and developed banking relationships through negotiation and procurement of debt financing.  She also guided the company through a loan workout stage, fulfilling all bank reporting requirements including daily cash flow forecasts, and performed the due diligence procedures required for the sale of the company.

Contact Information

Direct: (312) 683-3645

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  • Financial Advisory
  • Value Creation & Turnaround Consulting
  • Investment Banking

Industry Experience

  • Consumer Products
  • Distribution
  • Wholesale
  • Professional Services
  • Manufacturing
  • Mission Driven /


  • University of Wisconsin-Madison - BS, Accounting

Certifications and Memberships

  • CPA




Marketing Director

Direct: (312) 683-3746

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