Who We Serve

Entrepreneurs & Privately-owned Businesses

Small to medium-sized companies

Businesses that would benefit from more sophisticated reporting, forecasting, and planning capabilities

Finance and accounting organizations that are resource-constrained and need additional bandwidth to accelerate execution

Companies seeking to grow through acquisitions

Business owners that would like to raise capital or sell in the future

CEOs and leadership teams seeking strategic guidance and a sounding board, separate from their board of directors and employees

Private Equity, Private Credit, and Family Offices

Post-closing support for new investments, specifically upgrading financial reporting processes and templates (lender, board, etc.)

Outsourced FP&A to supplement portfolio company CFOs who may lack requisite skills and/or would benefit from additional forecasting, modeling, analytical capabilities

An additional resource that can bridge communication and execution gaps between management teams and deal teams

Support for transaction execution including due diligence, process quarterback, and negotiation and structuring

Assistance with financial / investor reporting and communicating their story to current and potential investors