Comprehensive financial services tailored for founders, independent sponsors, and PE-backed companies.
13-week cash flow, KPI dashboards, financial modeling, margin optimization, AR/AP management, and board reporting. Senior-level CFO support without the full-time cost.
Learn more →End-to-end acquisition support from target identification through integration. Buy-side and sell-side advisory with expert negotiation and deal execution.
Learn more →Lender and investor targeting, underwriting model development, lender deck creation, outreach management, and term sheet negotiation.
Learn more →Comprehensive quality of earnings analysis, working capital assessment, and financial risk identification for informed acquisition decisions.
Learn more →Crisis stabilization with 13-week cash flow management, vendor negotiations, creditor communications, and turnaround planning.
Learn more →Transaction structuring including equity splits, seller financing, earnouts, working capital pegs, and reps/escrow arrangements.
Learn more →SBA loan default resolution, offer-in-compromise negotiations, Treasury referral defense, and guarantor liability management.
Learn more →AI tool selection and integration for finance teams. Automated workflows, AI-powered forecasting, and intelligent reporting.
Learn more →Beyond our core services, we offer specialized support across the financial spectrum
Robust business valuations using multiple methodologies
Strategic financial planning and resource allocation
Accurate projections and liquidity optimization
Cost optimization and profitability planning
Balance sheet optimization and WACC reduction
Market entry planning and competitive positioning
Compressed sale processes and asset recovery
Funding identification and capital raise execution
Book a free strategy call and we'll help you identify the right solution for your situation.
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