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Strategic Financial Advisory Overview

  

  

Strategic financial advisory engagements are where B&K takes on an advisor role, providing advice to ad-hoc situations, while simultaneously working through a back-office curriculum to implement best practices. 


The goal of these engagements is to provide support, advice, and concrete help to an executive or executive teams regarding corporate finance strategy.


Engagements are typically structured as 1-5 billable hours of work per week. Projects can last anywhere from a couple months to a many years. Think of us as a long-term advisor, rather than front-line team member.

Strategic Financial Advisory Plan

Weekly Call

Long-Term Financial Strategy

Best Practices Modules

We set up a weekly call with our advisory clients. During the call we review what happened in the past week, provide advice on timely situations, and talk about the plan for the upcoming week ahead.

Best Practices Modules

Long-Term Financial Strategy

Best Practices Modules

B&K has a series of modules to implement financial and back offices best practices. The modules are designed to be collaborative and interactive in nature. 

Long-Term Financial Strategy

Long-Term Financial Strategy

Long-Term Financial Strategy

After we get to know the team and the business model, we work with management to develop their long-term financial strategy. 

Strategic Financial Advisory Economics

Monthly Retainer

Monthly Retainer

Monthly Retainer

We offer a monthly retainer for advisory services so you have visibility into your monthly expenses.

Additional Work

Monthly Retainer

Monthly Retainer

If you need additional assistance in any given month, we can bill hourly, for any work above and beyond the standard monthly retainer.


Copyright © 2024 Bear & Kenmore LLC - All Rights Reserved. Bear & Kenmore LLC - Consulting and affiliates are not licensed as a Certified Public
Accounting firm in any jurisdiction. 

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