Expand Operations

  • Improve quality and timeliness of financial information by reviewing accounting organization and operations, eliminating redundancies, streamlining workflows, and aligning roles and responsibilities to ensure accountability.
  • Assist organizations in the selection and implementation of accounting software and ERPs.

Due Diligence and M&A Integration

  • Convert non-compliant financial statements to GAAP basis and prepare clear and concise financial information for prospective buyers.  
  • Help to ensure an efficient sales process by working hand-in-hand with an organization’s CEO and leadership team to identify potential risks, correct underlying issues, and capitalize on opportunities to improve results.
  • Maximize stakeholder value by transitioning processes, procedures, and institutional knowledge to new leadership team post-transaction.

Financial Leadership

  • Drive performance improvement by uncovering operational weaknesses, identifying opportunities to increase revenue, and reducing expenses. 
  • Design dynamic cash flow forecasts and actively manage net working capital.  Work directly with lenders, suppliers, and vendors to renegotiate contracts and obtain more favorable terms.
  • Analyze and present monthly financial and operational results. Prepare budgets and forecasts.  Prepare customized profitability analyses.
  • Develop key performance indicators (KPIs), measure results against plan, and monitor trends.