pexels-fauxels-3184292.png

Evaluates the current business strategy with the objective of developing tune-up considerations  

 

Provides guidance on financial and cash flow best practices
to match the company’s strategy

 

Initiates and expands relationships with banks, specialty lenders, mezzanine funds, and private equity partners 

 

Advises on asset management, debt, and liquidity related issues

 

Provides direction on cost and efficiency related options

(Balance Sheet efficiencies often result in a net reduction
in working capital accountability by reducing the days of asset accountability on hand and increasing the aggregate of current
liability accountability.)

 

Enhances communication with stakeholders including the
leadership team, lenders, shareholder

 

Understands flash-point issues and develops potential solutions

GLOBAL FINANCIAL
SERVICES

OPERATIONAL
MANAGEMENT &
CONSULTING

Business%20Meeting_edited.jpg

Works with Leadership to Assess the Company’s
Strategy, Operational Execution & Related
Cash Flow/Earnings Performance

 

Conducts a High Level Strategic, Operational, and Financial

Review of Client Operations, Employee & Departmental
Performance to Identify Problems Areas

Evaluates Sales Strategies and Marketing Initiatives 

Gathers Internal and External Information to
Create Solutions for Execution
 
Reviews Previous Business Plans and Helps to
Develop a New Blueprint for Success


Implements Changes to Enhance Operating Model and
Functional Business Practices

Evaluates Existing Management Systems

 

Provides On-going Support with the Execution Process

EXIT / SUCCESSION PLANNING

Conducts a Comprehensive Review of Exit Strategies,
Presenting the Pros and Cons of Each Option.

Reviews Implications and Strategies for Each Option with a
Tax Planning Attorney and a CPA

Communicates Financial Implications to Owners, Employees,
Shareholders and Stakeholders

Provides Assistance in the Formation of Family Councils for
Family-Owned Businesses to  Help Ease Transitions and Educate
all Participants of Their Responsibilities and the Overall Decision
Making Process for the Exit/Succession Plan.

 

Work%20Desk_edited.jpg

FRACTIONAL
CEO SERVICES

Encourages a Value System Consistent with the Mission and Vision Statement of the Company
 

Guides the Company in a Strategic and Thoughtful Manner Based Upon Both Short- and Long-Term Goals and Objectives

Offers Unique Internal and External Points of View

Manages and Mitigates Perceived and Real Risk Factors


 

Business%20Meeting_edited.jpg
Financial%20Report_edited.jpg

FINANCIAL SERVICES