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