The Experience You Need

We bring many years of hands-on experience from all sides of the table - each of us has been the CFO of a company, a commercial banker at a major national bank, and a private equity investor. Between us we have decades of experience in financial strategy, analysis and operations, capital raising, corporate strategy, corporate governance, mergers and acquisitions, restructuring and more. Whatever challenge you are facing, the chances are we have been there too.

The Results You Want

We can help you to:

• Increase cash flow through improved profitability and working capital management
• Analyze your financial strategy, statements, policies and operations
• Manage your business better through the use of detailed projections/budgets, custom reporting, and a dashboard of key value drivers
• Analyze and prioritize potential investments (e.g., capital equipment, information technology, property, acquisitions), including due diligence
• Align your strategy with your strengths, weaknesses, opportunities and threats
• Value your business
• Prepare for and execute negotiations in a wide range of settings (e.g., loan agreements, equity investments, arbitration/mediation, acquisitions, etc.)
• Get a loan or raise equity
• Enhance your board and investor relations
• Develop your staff
• Create a business plans with tightly integrated projections
• And a great deal more - call us to discuss your specific needs

The Way You Want It

We are available to work on a project basis or on a retained basis (for as little as a half day per month or as much as several days per week). Subject to availability, we can also fill positions on an interim basis such as vacancies between hires or due to short-term disability or maternity leave.

What are your major challenges?

Evaluating opportunities?

Increasing cash flow?

Raising money?

Managing your board and investors?

Doing more with existing resources?