Strategic Financial Consulting Overview

Many of our clients ask us to assist them in build budgets, projection models, and cash flow models. We spend time analyzing data, looking for waste and unnecessary expenses, to increase cash flow. We can partner with your, team, your accountants and your lawyers to harness their valuable insights. We can mentor your accounting & finance teams allowing them to implement many of these changes on their own.

Our M&A CFO offering allows companies to have a part-time CFO to lead, oversee, and advise during M&A or capital raise processes. Transactions are time consuming, time sensitive, and highly technical. We partner with your team and broker/banker to drive positive outcomes during challenging transactions. We have exceptional project management skills, deal experience, and M&A analysis templates to improve the M&A process.   

Tribal knowledge fuels many businesses, however, organizations are moving towards being more data-driven. We partner with companies to identify the metrics that are important in running their daily business. We then enable faster analysis and tracking of the KPIs to understand historical performance and predict future projections. We work with team to gain buy-in and encourage using both tribal and data to drive better business decisions.

We offer a monthly retainer service so you have visibility into your monthly expenses.

We can bill by the hour so you only pay for what you need, when you need it. 

In certain situations, we take equity to align incentives and participate in the long-term, upside value creation.