Strategy and Advisory

Planning for growth, enhancing systems, planning an exit, and more. We have climbed these paths many times, let us help guide through it. 

Business Planning

We will help you put together a comprehensive business plan that achieves the dreams you have for your company. We have successfully supported many startups with an executable business plan that fits all their unique circumstances.

Current State Analysis

What is the long term vision for your business? Where do your current operations place you in your business plan? What are the trends and how are competitors performing in your industry? We will take you through our checklist and assess the health of your company and strategy.

Financial Modeling

Whether you are trying to evaluate opportunities, raise capital, or model cash flow to support current operations, we will help you build professional models to meet your needs. 

Raising Capital

An executive with experience raising capital can be an invaluable asset when it comes time to securing financing for your company. We have the relationships and experience to provide you access to the equity markets as well as the wisdom to leverage appropriately.  


 A change in the competitive landscape, new operational models, managing debt, whatever the reason you are restructuring, we have the expertise to make this process as painless as possible for you and your company.  

Defining an Exit

Ready to make an exit? Whether you’re a sole-proprietor or private equity group, we have worked with you and many others to define and execute the most effective strategy for selling your company. Having an experienced executive at the negotiating table will ensure that you’re offered the best price for your business. 

Systems Implementation

We have overseen the implementation of many ERP systems. When it comes to designing or implementing software, it is important to have leadership with experience in the office of the CFO who can speak on behalf of finance. We understand the system requirements that will enable finance to seamlessly perform its job.

Systems Assessment

Do you feel that you are lacking the correct systems but don’t know where to start? One of our systems experts will help you evaluate the efficacy of your current systems and show you how to improve across your entire organization. 

Process Optimization

Minimize cost and maximize output without sacrificing efficiency. No matter what industry you are in, we can help you streamline your workflows and improve communication across your entire company. 

Ready to conquer your organization's toughest challenges?