Advisory Services

Accounting

1. Introduce financial discipline and controls for young companies

2. Support of daily accounting activities including A/P, A/R, payroll, billing, and credit and collections

3. Budgets and projections to help plan for the future

Modeling & Forecasting

1. Business plan financial projections and forecasting

2. New business or product modeling

3. Financial model creation and sensitiviy analysis

Audit

1. Help with understanding the audit, review, and compilation processes and requirements

2. Assist in compliance with requests for documents and information

System Assessment​

1. Review and analysis of financial systems, practices, and staff; and recommendations for improvement

2. Accounting system selection and add-on selection process (3rd party tools)

M&A Service

1. Target identification, commercial due diligence

2. Exit strategy development and support

3. Deal structure and negotiations

Treasury and Banking

1. Cash flow analysis, analysis of fees and costs

2. Loan and credit line negotiation

3. Establishment and/or review of banking relationships