Summiting the Mountain of Success Together

 

Areas of Practice

 
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Fractional CFO

  • Monthly Blocks of 8, 16, 24, or 32 hours per month. Tailored Packages will be modified based on specific client needs.

  • Strategic and Financial Business Planning - Develop Financial Plan for Entrepreneurs and Established Businesses

  • Financial Modeling - To Assess Add-On Acquisitions or Changes to Product or Customer Focus

  • Cash Flow Management - Develop a 13 Week Cash Flow Forecast that is easy to maintain on a weekly basis

  • Obtain Conventional Debt or Outside Funding Sources

  • FP&A Tools to Improve Month-End Reporting - Develop improved Financial Planning and Analysis tools enhance leadership team’s financial acumen

 
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Private Equity Advisor

  • Project CFO Roles - When you need a veteran CFO to assist your leadership team

  • M&A Assistance - Preparing a Business for Sale, Managing Due Diligence Process

  • Board of Advisor / Director

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Private Wealth M&A

  • Buy / Sell - Locate and Manage Acquisitions and Divestitures of Business Investment

  • Assess Value of Company and Manage the Sale Process Coordinating Legal and Accounting Professionals to a Successful Close