Our Services
Corporate Finance
Strategic-minded corporate finance professionals provide additional bandwidth to resource-constrained finance and accounting teams
Financial oversight and advisory
Serve as an extra set of eyes on the business and advise leadership on changes to the business, growth opportunities, risks/challenges, and the organization
Work with accounting team to ensure accuracy of monthly financials and identify issues / areas to improve in the accounting process
Advise on enhancements to the finance and accounting organization and assist with onboarding additional staff and third party resources
Enhanced financial reporting
Design and implement new reporting tools that track key business metrics and provide better visibility into financial performance
Manage the monthly roll-forward of financial reports and train in-house personnel on how to utilize
Facilitate monthly financial review with management to assess financial results and trends, performance relative to budget, outlook, and provide guidance for decision-making
Financial planning and analysis
Identify key revenue and profit drivers and develop robust forecast models that can be used for planning and managing the business
Implement and manage annual budget process, track progress, and advise on budget to actual variances
Lead FP&A projects to drive growth and profitability including pricing and margin analysis, cost savings, growth investments, and new product or service launches
Strategic Advisory & Planning
Long-term partner who can help define vision/goals and provide guidance and support
Define and document mission, vision, and long-term goals
Establish and manage an annual and quarterly planning process to set goals and accelerate execution
Align strategy and goals with financial reporting and annual budget process
Serve as a long-term partner with deep knowledge of the business and a third party sounding board for leadership and investors
Transaction Support
Extensive transaction experience to help clients navigate ownership transitions, acquisitions, capital raises and/or sale
Sell-side and capital raise: assist with preparation for a transaction, organizing materials, communicating with third parties, and serving as internal process quarterback
Buyside acquisitions and investments: provide support and/or lead due diligence, modeling, post-closing integration and reporting, and onboarding new personnel
Advise on transaction structure and key terms
Benefits & Value-Add
Leverage our financial capabilities and expertise
Our services enhance visibility into financial performance and improve reporting process efficiency
Our clients utilize enhanced planning and modeling capabilities to improve decision making and increase profitability and the value of their businesses
We are a flexible resource that can scale our involvement up or down, depending on our clients’ needs
Bring on a partner that can provide advice and perspective for accelerating growth and navigating transitions
We are a third party equipped to advise on challenges, opportunities, strategic decisions, and other topics that CEOs often cannot discuss with their employees or teams
We understand the drivers of enterprise value and can help business owners focus on and execute value enhancing initiatives, so that they don’t leave money on the table when raising capital or selling their business
We offer a unique combination of corporate finance expertise and the ability to define, develop, and manage strategic plans
We have extensive transaction experience and can help leaders anticipate, prepare for, and streamline all that is involved with a transaction