We are your trusted advisor. We guide you through the major financial aspects of your business:
- Strategic Planning
- Cash Flow Forecasting
- Operational efficiencies through process improvements
- Defining and monitoring Key Performance indicators
- Reports that help you understand your business
- Competent financial staffing
- M&A activities
General consulting:
All these skills can be unbundled and used in special projects. Here are examples where we have been engaged:
- A Silicon Valley start up was ramping up to their first sales. We helped them decipher what the business model looked like 18-60 months in the future so they could start putting in the correct ERP systems to meet the future.
- We were called in to help Covered California go live with the Affordable Care Act.
- We built quoting templates to help a systems & maintenance organization quote accurately.
- We provide a CFO-Controller Roadmap to help focus on key issues to be resolved.
Acquisitions & Dispositions
1. Sale
- Preparing the financial records before any sale
- Preparing the due diligence data room
- Strategy advice
- Modeling impact of disposition
- Winding-up the legal entity and business of an asset sale
2. Purchase
- Target analysis
- Strategy advice
- Modeling impact of acquisition
- Data review
- Post-acquisition integration