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Business Meeting

OUTSOURCED CFO ADVISORY

Interim & Fractional

Campaign Pitch

STRATEGIC PLANNING

Taking Vision to Action

Businessman

CAPITAL ADVISORY

Finding the Right Partner for Your Needs

  • Maximizing Enterprise & Equity Value & driving EBITDA

  • Holistic financial, operational & strategic services for your business

  • Full financial suite incl: budgeting, forecasting, planning & reporting

  • Risk Management: identifying key risks & developing mitigation plans

  • Developing financial, operational, sales & reporting infrastructure

  • Finance Transformation: actionable data, predictive analytics, tech enablement, change mgmt

  • Taking your vision to action throughout the organization

  • ​Vision, Mission, Core Value Setting or Review

  • Developing a Business Plan that is Actionable

  • Setting Goals, KPIs, OKRs, Scorecards for Key Business Drivers

  • Ensuring you have the right data & making it actionable

  • International expansion planning & execution - into EMEA, APAC, or the Americas

  • Turnaround Management

  • Covering the full capital stack from bank financing to mezzanine to equity

  • Working capital, growth capital, M&A needs

  • Every business needs capital, it’s a matter of matching you with the right capital & the right partner

  • Compliance, default, workout support

Business Meeting

M&A SUPPORT

Buy or Sell Side

Campaign Pitch

GOVERNMENTAL  GUIDANCE

SBA, GSA or CARES Act

Businessman

     COMMERCIAL      REAL ESTATE

Owned or Leased

  • Global experience

  • Buy or sell side

  • Deal sourcing/structuring/negotiations

  • Diligence prep/completion

  • 3rd party oversight

  • Post-closing integration, execution & synergy recognition

  • Becoming SBA Small Business Certified

  • Becoming a GSA Contractor

  • PPP Forgiveness Assistance

  • Employee Retention Credit (ERC) Assistance

  • Acquisitions/Dispositions

  • Financing/Capital Raising

  • Diligence

  • Portfolio mgmt - landlord or tenant

  • PropTech/CRE Tech

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