What We Do

We help businesses create value by developing and executing to completion innovative solutions to critical strategic issues. We work with your team to complete assignments in an advisory capacity or as interim executives.

• Advisor or Consultant to the Board of Directors, CEO or other senior executives providing a full compliment of consulting and advisory services to help businesses unlock hidden value. We work as independent consultants to evaluate strategic issues and deliver creative solutions to critical problems. We also work as project managers and team leaders, fully integrated with your staff, to complete specific tasks. 

• Interim CFO or CEO during a period of transition, assuming complete responsibility for all job functions and duties, including supervision of staff, problem resolution and execution of strategies. 

• Part-time CFO for a long-term or indefinite period. We can fill that gap between the capabilities of your current staff and the leadership you would like to have but are not sure you can afford. We work out an arrangement that meets your needs and your budget.

 Creating Value for Business Owners^TM

• Advisory Services
• Financial leadership
• Profit margin analysis
• Segmentation of profitability
• Cash flow analysis
• Operations integration 

• Business Assessments
• Review and evaluate existing strategic  and financial plans
• Develop a planning model
• Capital Raises
• Capital structure planning
• Identification of available sources of financing 
• IPO readiness 

• Mergers, Acquisitions, Divestitures
• Development of acquisition strategy
• Post-transaction Integration planning and execution
• Transaction Support
• Exit Strategy
• Develop Alternative liquidity options
• Identify multiple sources of capital