Strategy

Fidelity

Proficiency

Precision

We provide our clients with flexible, extremely cost-effective CFO, consulting, and interim financial management services including:

Fractional Share, Interim or Outsourced CFO Services

Senior Level Financial and Operational Services
Financial Management and Leadership
Operational Management and Leadership
Organizational Restructuring
P&L Management
Turnarounds
Audit Preparation and Support
Project Management
External Financial Reporting
Management Reporting

Strategic Accounting & Finance

Budgeting and Forecasting
Business Value Analysis
Financial Modeling
Profit Optimization
Financial Planning & Analysis
Metrics & KPI’s
Treasury and Cash Flow Management
Emerging Growth
Fraud Prevention
Strategic Planning
Startup and Fast Growth

Mergers and Acquisitions (M&A) Transactions

Data Room Builds and Management
Acquisitions & Divestitures
Debt & Equity Financing Support
Due Diligence
Transaction Structuring
Post-Acquisition Integration
Buy and Sell Side Support

Internal Reporting and Processes

Budget Development and Management
Pricing Design and Analysis
Product Line Analysis
Profitability Analysis
ERP Design and Implementation
Process Automation
Business Intelligence Improvements

Finance Projects

Business Plans
Change Management
Contract Negotiations
Cost-Reduction Initiatives
Debt Management
Leasing Programs

Compensation Management

Stock option and Stock Purchase
Plan Management
Performance Management
Incentive Programs

Are you an entrepreneur looking for our services?

A big part of establishing a financial strategy is having your heart and mind free so that you can focus on what matters.