Strategic Financial Advice for all.


OUR SERVICES

We provide the following services

CFO Strategic Consulting Services on a Fractional Basis

Initial Consultation if free

M&A Consulting Services

You are able to leverage the 40 years of experience from his diverse background and technical knowledge as a CFO and Controller

Work towards an exit strategy bringing on Key Advisors and Alliances, planning all necessary documents to be stored on a Data Site for sharing later.

Accounting Consulting Services

Initial Consultation if free

Leverage the 40 years of experience to streamline your financial reporting, improve the financial accuracy of the data, speed up the monthly reporting cycle, add new KPI or report on critical activities.

Growth Management Consulting Services

We provide strategic direction to maximize Gross Margins, identify your products penetration in the marketplace using benchmark analysis.

Cash Flow
planning and forecasting

Initial Consultation if free

It all begins with managing your business, creating a profitable business model, planning growth.

Then you need to forecast your cash needs for the future based on your 3-year plan.

This will identify any future funding shortfall needs and sensitive months to manage the cash closely.

Funding Consulting Services

Provide new funding consultation services, debt restructure, and negotiated settlements.

CONNECT WITH US

The road to more sleep, less stress, proper compensation and vacation planning starts with a single step. Reach out to us and start your journey today.