Our Services
Financial Consulting
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Budget Development
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Financial Transformation Uplift
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Financial Planning & Analysis
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Unit-level Margin Analysis
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Return on Investment Capital
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Holistic project-based
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Balance Sheet Dissection
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Weekly ‘Flash Reporting; integrative model that provides transparency into operations on a:
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Daily
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Weekly
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Monthly
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Quarterly basis
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* Dashboarding available upon request
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Financial Model Workshop and Deliverables
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Balance Sheet Health Assessment
Strategy Consulting
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Performance Analysis – ‘Inside Outs’
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Request a free ‘Outside In’ on us!
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Corporate Valuation
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M&A Preparation - Multiple Gap Analysis
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Strategic Value Positioning & Benchmarking
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Macro Level
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Micro Level
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Strength, Weakness, Opportunities, Threats (SWOT) Playbook
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Merger and Acquisition Advisory
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Target Identification
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Capital Outlets
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Preliminary Deal Strategy
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Post-Deal Integration
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Sales Pipeline Buildout
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Consumer Benchmarking – Primary Data
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Go-to-Market Gameplan and Processes
Management Consulting
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Enterprise Health Check
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Operational Improvement
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Temporary Staff Fill In:
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Outsourced operators, developers, sales manager, treasury, controller, etc.
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Sales Development
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CRM System Creation
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Cash Flow Statement Integration
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Microsoft Power Platform
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Power Business Intelligence
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Power Automate
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Reporting and Board Presentation
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Process Improvements and Best Practices
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Special Projects – ad-hoc support