Services
Fractional, Project CFO and Business Advisory Services - Your Executive-as-a-Service!
Flexible and Scalable Bench Strength
Diverse capabilities and models that meet your needs.
Fractional CFO
Have a seasoned financial and corporate finance professional bring capability for a certain number of days per month. Define the scope of work - to be your sounding board, to improve financial statements and reporting, to establish KPI's, to manage banking relationships, to complete modeling and forecasting and much more.
Term/Contract COO or CFO
Similar to the Fractional CFO model, but if the requirement is more in-line of a full-time requirement for a period of time: for example, interim until candidate found, covering an employee leave of absence, transition period during a company sale or purchase, and other situations.
Advisory Board Member
Be part of your advisory board bringing not only financial knowledge and skills but overall business acumen - risk management, human resources, marketing, growth strategies, sounding board and more.
Special Projects
Lead Advisor and CFO on many transactions including sales of a business and real estate. Pricing, negotiation, data room set-up, and closing.
Extensive modeling for financing, forecasting, budgeting and more.
Business acquisitions – assessment, pricing, negotiation, project management, integration and more.
