Services

Services are designed with one overarching goal in mind — maximizing competitive advantage while driving business value.

Growth Consulting & Outsourced CFO Services

  • Strategic Planning
  • Staff Training & Mentoring
  • Operations Strategy
  • Growth & Expansion Consulting
  • Accounting & Finance Infrastructure
  • Systems Design & Implementation

Compliance & Taxes

  • Risk Analysis & Strategy
  • Implement Compliance Process & Procedures
  • Multi-State Tax Issues
  • General Tax Consulting
  • Facilitate & Manage Due Diligence, Financing and Investor Relations

Accounting & Financials

  • Due Diligence & Audit Preparation
  • Financial Statement Analysis
  • Cash Flow & Financial Projections
  • Financial Modeling
  • Budgeting & Spending Strategy
  • KPI Strategy & Benchmarking

Investor Services

  • Due Diligence & Deal Analysis
  • Portfolio Company Risk Assessment
  • Portfolio Management
  • Project Management
  • Financial Statement Analysis
  • Portfolio Company Coaching & Mentoring

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