SERVICES

MY COMMITMENT - if you ever receive an invoice for which you did not receive value, please do not pay the invoice. I guarantee the value for the time I spend with you.

BUSINESS ANALYSIS

My service begins with a complimentary Business Analysis will assess the business gaps and opportunities, provide a comprehensive written report benchmarking your company with your industry. It also includes a project plan with timelines and milestones, a cost analysis, and a schedule. 

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You may choose to work with any resource to assist you in this next phase.  If you elect to work with me, there will be nothing binding you to any fixed duration or dollar amount. You may terminate the relationship at any time.

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I also offer a suite of services and insights that will help you get to the next level of business success quickly and smoothly. That’s how I can ensure your success.

STRATEGIC CFO COUNSEL

Many middle market business owners don't need a full time Chief Financial Officer (CFO) but do need a strong controller for compliance and reporting.

These same owners need Strategic CFO advice on a timely on demand basis.

They need a long term advisor who can address creating sales, margin, profits, cash flow, and business value.

Our relationships range from weekly to monthly to annual meetings, as it best serves the client.

EXIT PLANNING / ADVANCE M&A SERVICES / ACQUISITIONS / FAMILY SUCCESSION

I have been involved in every aspect of planning for a business transition, from a sale (Family Office/PE/Strategic), family or management succession. 

As a trained, and experienced advisor, I provide guidance on exit planning, advance M&A preparation, due diligence for buyers and sellers, and deal structure. and fill the void between your CPA and your M&A team.

OBTAINING EQUITY CAPITAL AND OPTIMAL DEBT STRUCTURE

From startups to established businesses growth can demand working capital from additional equity or debt.

I have helped clients obtain equity capital as well as the optimal debt structure to match the unique capital needs of the company and the ownership's objectives.

I work to validate the correct amount of capital required and work with the team to source it from investors and banks at competitive terms.

DUE DILIGENCE AND DATA ROOM DEVELOPMENT

Whether you are seeking to acquire a company or prepare your company for sale.  Preparation is the key to finding the way to convey the value of your company and evaluate the true value of others.

Data room preparation for a sale should be started years before the sale, so you are not overwhelmed with document generation, location, or assembly at the 11th hour.

Getting an early start can ensure that the questions are evaluated early enough to be able to defend the answers and demonstrate the full value of the company you have built over your lifetime.