LEGACY RESULTS - Key Persons


Dan Ponder

Job Titles:
  • Member of the Advisory Board
Mr. Ponder is an Advisory Board Member of Legacy Results since 2009. He is the Chief Executive Officer of Franco Public Relations Group from 1993 to present and was the Chief Financial Officer of Franco from 1985 to 1993. He was a member of Deloitte's (formerly Touche Ross) Private Company Advisory Service 1982 - 1985. Mr. Ponder is the Immediate Past Chair of the Michigan Chamber of Commerce (including currently serving on Executive Committee, Audit Committee, Nominating Committee, PAC Committee Chair). Past Chair of Crime Stoppers of Michigan (including currently serving on Executive Committee, Finance Committee, and Personnel Committee). Detroit Regional Chamber Foundation Board member (also serving on the Detroit Regional Chamber's Audit Committee). Mr. Ponder has an Executive MBA from Michigan State University's Broad College of Business (1990) and a BA in Accounting from MSU's Business School (1982).

Daniel Smale

Prior to 2001, Mr. Smale was a partner with Accenture where he was responsible for ‘Change Management' with Automotive and Industrial Equipment clients around the world. Some of Mr. Smale's work was featured in Accenture's IPO circular for the unique approach to reducing costs and increasing client revenues. Mr. Smale also has been granted US Patent #6,990,465.

James Davis

Job Titles:
  • Principal With
Mr. Davis is a Principal with Legacy Results. He has over 25 years experience with roles as Chief Financial Officer, Controller and CPA. Mr. Davis has extensive experience in financial management, profit improvement, and growth and productivity improvement. Mr. Davis was Chief Financial Officer of Wisne Holdings, Controller of Progressive Tool & Industries ($600 million in sales - design and build manufacturer of automated assembly equipment), and a CPA with PricewaterhouseCoopers (Cooper & Lybrand). Mr. Davis holds a BBA in Accounting.

Louis Peters

Job Titles:
  • Commercial Real Estate Broker
Mr. Peters specializes in solutions for small to medium size businesses. He obtains financing for operations or real estate. He also represents businesses as a negotiator for the restructure or settlement of loans. Through a Professional Employer Organization he provides Human Resource solutions. This includes payroll, workers compensation, staffing and compliance. Mr. Peters is a commercial real estate broker with an international firm. He provides solutions for sellers, purchasers and leasing. Payment processing is another service Mr. Peters offers business. He has over 30 year's experience in commercial banking and has held positions as senior commercial lender and senior credit officer. He holds an MBA in finance and a degree from the Graduate School of Banking at the University of Wisconsin.

Philip M. Rice

Job Titles:
  • Certified Financial Expert
  • Member of the Michigan Association of CPAs
Philip M. Rice, II is managing partner and founder of the Legacy Results providing strategic advisory and financial services to growing companies. Rice is a "Audit Committee Financial Expert" per SEC guidance. Rice also services as the facilitator of a business roundtable group sponsored by The Edward Lowe Foundation, The PeerSpectives Roundtable. Serves on the Board of Directors of Coherix, Inc. (www.coherix.com) (Audit Committee Chair and Compensation Committee). Served on the Board of Directors (Chairman) of ZIVO Bioscience, Inc. from 2012 to 2020. Former Chief Financial Officer, of ZIVO Bioscience, Inc.(www.zivobioscience.com), a publicly held company (ZIVO.OTCQB); Rice is considered a "Audit Committee Financial Expert" for SEC purposes. Prior to founding Legacy Results in 2001, Rice's background included positions as Chief Operating Officer of Stahl's Inc. ($75 million multi-national company), Chief Financial Officer of Gallagher-Kaiser Corp. ($110 million - 1999 revenues - design / build paint system contractor), including a role as President and CFO of Speedy International, Inc. (an international print franchisor). Rice began his professional career at Deloitte & Touche where he became a Certified Public Accountant (CPA) in 1979 working on international assignments with publicly held and family owned businesses, including a multiple three year assignment in Germany and France. Rice has facilitated business transactions in a number of international regions, including Europe, Asia, Central and South America. Rice is a Certified Financial Expert as recognized by ExecRank, Inc. He is also a member of the Corporate Directors Group. Rice serves on a number of private company advisory Boards. He has served on the Board of Directors of the Detroit Regional Chamber of Commerce and the Detroit Athletic Club's Finance Committee. Rice is a member of the Michigan Association of CPAs and the American Institute of CPAs. He earned a Bachelor of Business Administration from the University of Cincinnati and became a Certified Public Accountant in Ohio in 1979.

William Wenk

Job Titles:
  • Principal With
Mr. Wenk is a Principal with Legacy Results. He has over 25 years experience with roles as Executive Vice President and Chief Financial Officer, including extensive national and international experience in financial management, profit improvement, and growth and productivity improvement. Mr. Wenk has structured and arranged over $1 billion of financing and transacted over $1 billion of corporate acquisitions. Mr. Wenk has successfully executed the turnaround of three companies. Mr. Wenk was Assistant Treasurer with Amoco Corporation, CFO of Sandy Corporation and owner of a major group of community newspapers later sold to Goldman Sachs. Mr. Wenk holds a B.S. Chemical Engineering and an MBA Finance and Accounting.