Services
Fractional CFO Services
Provide hands-on leadership for financial strategy, reporting, and forecasting to help businesses thrive without the need for a full-time CFO.
Financial Planning & Analysis
Deliver data-driven insights and actionable recommendations through in-depth financial modeling, budgeting, and forecasting.
Private Equity Consulting
Navigate the nuances of private equity ownership, from pre-acquisition due diligence to post-acquisition integration and synergy realization.
M&A Advisory
Offer expert guidance on mergers and acquisitions, including financial evaluations, integration strategies, and KPI alignment.
Cost Optimization
Identify and implement cost-saving initiatives to streamline operations and improve margins.
Financial Operations Assessment
Evaluate and optimize accounting processes, cash flow management, and financial reporting systems to enhance efficiency.
Leadership Training
Develop customized training programs to help operational leaders understand financial systems and metrics for better decision-making.
Systems Implementation
Guide organizations in adopting and implementing financial tools like Adaptive Planning and NetSuite to enhance reporting and planning capabilities.