Finance & Business Advisory Services

Become the CEO your business needs

Our experts will analyze your financials, uncover valuable insights, and help you make impactful decisions. Your finances are so much more than just tax records.

Our Services Include:

Strategy & Business Plan Services

When You Want to:

Establish a clear vision for your business.
Ensure your efforts and resources align with your vision.
Develop a plan for sustainable growth.
Maximize shareholder value.

How We’ll Get You There:

Assess your current situation and your future goals.
Develop a short and long-term strategy.
A detailed implementation plan to reach your goals.

Business and Financial Analysis

When You Want to:

Uncover business weaknesses and opportunities.
Improve planning, decision-making, and management.
Sell, expand or obtain financing.

How We’ll Get You There:

Analysis of profit and loss.
Risk analysis.
Analysis of assets and liabilities.
Ratio Analysis.
KPI analysis.
Variance analysis.
Trend analysis.
Management reports

Budgeting

When You Want to:

Fund your growth and development.
Maintain financial stability and control expenditures.
Monitor performance versus expectations.

How We’ll Get You There:

Set criteria for budget submissions and approvals.
Establish budget rules and timelines.
Implement a rolling budget forecast.

Forecasting

When You Want to:

Make better decisions with future revenue and income estimates.
Show stakeholders that you can meet targets.
Understand what resources you need and when.

How We’ll Get You There:

Select the appropriate forecasting model.
Analyze, report, and predict performance.
Consider internal and external factors that affect sales.

Facilitating & Interpreting Financial Reporting

When You Want to:

Stay aware of your current and future fiscal health.
Recognize opportunities for growth, trends, and threats.
Spot potential financial difficulties and take action.

How We’ll Get You There:

Analysis of reports.
Financial report facilitation.
Interpretation.
Drill down.

Cash Flow Analysis & Restructuring

When You Want to:

Have enough cash to meet your expenses.
Keep enough cash on hand to pay investors.
Have enough cash for growth and expansion.
Plan for short-term and long-term obligations.

How We’ll Get You There:

Renegotiate contracts with suppliers.
Renegotiation of client contracts.
Align pricing with business and industry trends.
Review the commission structure.
Supply chain management.

Mergers & Acquisition Facilitation

When You Want to:

Identify potential target businesses.
Have guidance through all phases of the M&A.
Have a smooth integration.

How We’ll Get You There:

Business valuation.
Acquisition strategy.
Ensure due diligence.
Determine financing structure.

Financial Systems Strategy & Design

When You Want to:

Invest in the right system that has a positive ROI.
Find a system that meets your business needs.
Have a system that integrates well into the business.

How We’ll Get You There:

Select and negotiate with a provider.
Develop Implementation phases.
Help train personnel on new systems.

Commercial Real Estate Brokerage & Advisory

When You Want to:

Identify investments opportunities.
Enhance the value of existing and potential real estate assets.
Have expert support through all phases of the transaction.

How We’ll Get You There:

Perform feasibility studies.
Lease, market, and tax analysis.
Portfolio and asset valuations.
Commercial, financial due diligence.

Available part-time or full-time, your growing business can gain access to financial expertise without the expense of an in-house finance team.

Contact us

Maximize finances and propel business growth

Book your free 15 minute consultation