Some of Our Services

Business and Financial Strategy

Merger, Acquisition, Sale, and Due Diligence Services

Merger, Acquisition, Sale, and Due Diligence Services

Capital structure planning
Market and pricing analysis
Competitive analysis
Merger, acquisition, and exit strategy planning and execution
Succession planning
Investor due diligence

Merger, Acquisition, Sale, and Due Diligence Services

Merger, Acquisition, Sale, and Due Diligence Services

Merger, Acquisition, Sale, and Due Diligence Services

Acquisition and exit strategy
Due diligence planning, support and execution
Deal structure, financing and negotiations
Buy side and sell side representation
Business plans, pitchbooks, offering memorandums
Post transaction integration and support

Financial Planning and Analysis

Merger, Acquisition, Sale, and Due Diligence Services

Financial Planning and Analysis

Business plan financial projections and forecasting
Budgeting and forecasting
New business or product modeling
Financial model creation and sensitivity analysis
Business/Product modeling and analysis
Business metrics, dashboards, KPIs

Financial Systems and Reporting

Efficiencies from Technology, AI and Outsourcing

Financial Planning and Analysis

Financial and management reporting
Systems evaluation, selection and implementation (BI, CPM, ERP and other financial and operations systems)

Cash Management, Treasury, and Banking

Efficiencies from Technology, AI and Outsourcing

Efficiencies from Technology, AI and Outsourcing

Cash flow analysis
Establishment and/or review of banking relationships
Analysis of cash management, fees, and costs
Loan and credit line negotiation
Metrics and compliance monitoring tools

Efficiencies from Technology, AI and Outsourcing

Efficiencies from Technology, AI and Outsourcing

Efficiencies from Technology, AI and Outsourcing

Unlock hidden efficiencies in your finance function by leveraging automation, AI, and modern technology—freeing your team to focus on strategic growth instead of manual tasks.

Corporate Governance

Profit Improvement Planning and Restructuring

Profit Improvement Planning and Restructuring

Board reporting and presentations
Board and committee meeting planning
Investor and shareholder communications
Delegation of authority

Profit Improvement Planning and Restructuring

Profit Improvement Planning and Restructuring

Profit Improvement Planning and Restructuring

Cost analysis and reorganization support
Expense reduction programs
Vendor analysis and negotiations
Outsourcing analysis, planning and implementation
Scenario modeling and analysis

Startup and Emerging Company

Profit Improvement Planning and Restructuring

Startup and Emerging Company

Financial discipline, systems, processes and controls
Business plan development and updates
Establish / build finance and accounting functions
Mentor CFOs and Controllers
Support the CEO

Turnaround and Restructuring

Turnaround and Restructuring

Startup and Emerging Company

Liquidity and cash flow analysis
Working and debt capital advisory
Crisis and reputation management
Operational efficiency improvements

Organization Development

Turnaround and Restructuring

Organization Development

Mentor and coach finance and accounting staff
Train on best practices
Organizational review and assessment of finance and accounting function

Accounting and Audit

Turnaround and Restructuring

Organization Development

Provide support and oversight for
Annual audit and quarterly reviews
Public filings including 10-K and 10-Q reports
Internal controls and SOX compliance