Providing Customized Solutions that Serve as the Catalyst for Your Business Transformation
CFO Services
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CFO Services
- Financial Assessment
- Performance Benchmark Setting
- Profit and Cash Flow Tracking
- Budgets vs. Actuals
- KPI Benchmarking Analysis, Insights & Performance Improvement Recommendations
- Interim CFO Engagements for VC/PE-backed companies
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Accounting & Bookkeeping
- Bookkeeping and Account Reconciliation
- Invoicing and Receivables Management
- Bill Pay and Payables Management
- Cash and Accrual-Basis P&L, Balance Sheet, and Cash Flow Statements
Strategic Planning & Advisory
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Strategic Planning
- Strategic Market Assessments
- Growth Planning
- Exit Readiness Assessments
- Succession Planning
- Exit Planning
- Transition Planning
- Integration Planning
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Business Valuations and Assessments
- Business Valuations
- 409A Valuations
- Broker Opinions of Value
- Fairness Opinions
- Sell Side Quality of Earnings Reports
- KPI Dashboards & Scorecards
- Capital Allocation Analyses
- Lending Power Scorecards
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Mergers & Acquisitions Transaction Advisory
- Sell-side M&A Advisory
- Business Brokerage
- Buy-side M&A Advisory
- Outsourced Corporate Development
- Growth Capital Sourcing
- Recapitalizations