Strategic Advisory
Planning & Forecasting
Financial Management
Develop actionable strategies that align with your vision
Address specific challenges and drive growth
Guide you through go-to-market strategies
Financial Management
Planning & Forecasting
Financial Management
Cash management and forecasting
Develop banking relationships
Guide you through raising capital
Develop KPIs to manage your business
Planning & Forecasting
Planning & Forecasting
Planning & Forecasting
Create long term financial plans and annual budgets
Provide visibility into your financial position
Facilitate monthly forecasts and variance reports
Mentorship
Process Improvement
Planning & Forecasting
Guide key team members to achieve their full potential
Help your team become better leaders
Provide you with tools & techniques to turn your vision into reality
Resource Planning
Process Improvement
Process Improvement
Define your resource needs and talent acquisition approach
Identify the "A" players in your organization
Restructure departments, aligning efforts and resources
Process Improvement
Process Improvement
Process Improvement
Perform gap analysis
Work with key team members to develop solutions and increase operational efficiencies
Implement positive changes
Fractional Executive
Mergers & Acquisitions
Mergers & Acquisitions
Provide executive guidance to support your company
Fill fractional executive roles (CFO, COO, CIO)
Assist in hiring the right full-time resources
Mergers & Acquisitions
Mergers & Acquisitions
Mergers & Acquisitions
Analyze market opportunities and complete valuations
Drive due diligence efforts
Facilitate completion of mergers or acquisitions
Coordinate integration efforts post transaction
Exit Strategy
Mergers & Acquisitions
Exit Strategy
Position your company for the ideal exit
Create a succession plan
Assist with taking your company to market
Facilitate due diligence responses
Develop working capital models and fund flow waterfalls