Investors

We get things done. We can analyze an investment opportunity, help prepare for an exit, clean up current financial practices, coach existing accounting staff and develop better reporting and modeling for investors and the Board. We are focused on creating value for our clients through heightened financial organization and visibility, which drives results.

Our services can include:

  • Evaluation of your company’s overall financial health and delivery of recommendations to strengthen the organization
  • Assessment of current financial practices and finance team
  • Coaching existing finance and accounting staff
  • Financial modeling, budgeting, forecasting, pricing review, historical trend analysis
  • Creation of customized financial reports for management and Board members
  • Development of investor presentations
  • Analyzing accounting system structure and implementing improvements
  • Board meeting financial presentations
  • Oversight of the audit process and coordination with auditors
  • Advisory support for corporate and strategic transactions
    • Mergers, acquisitions, ownership transitions, sales/dispositions
  • Development of long range strategic and business plans