Private Companies

We can enhance your existing management team by bridging the gap between senior management and your finance and accounting staff, creating the organization, sophistication and clarity you need to take your business to the next level.

Our services can include:

  • Evaluation of your company’s overall financial health and delivery of recommendations to strengthen the organization
  • Assessment of current financial practices and finance team
  • Coaching existing finance and accounting staff
  • Financial modeling, budgeting, forecasting, pricing review, historical trend analysis
  • Creation of customized financial reports for management and Board members
  • Development of investor presentations
  • Analyzing accounting system structure and implementing improvements
  • Board meeting financial presentations
  • Oversight of the audit process and coordination with auditors
  • Advisory support for corporate and strategic transactions
    • Mergers, acquisitions, ownership transitions, sales/dispositions
  • Development of long range strategic and business plans