Business Financial Advisory Services
FINANCIAL STRATEGY & ANALYSIS
We think strategically and bring experience from a wide range of industries to drive the growth of your business. We challenge the status quo and look for ways to create change - we don’t settle for this is the way it’s always been done.
We review your financial statements using an analytical approach to measure performance and recommend areas that can be improved and optimized. The numbers tell a story and we like to tell that story to senior leaders, Board members and shareholders.
Growth Rates
Ratio Analysis
Historical Trending of Metrics
Variance Analysis
Headcount Review
Graphical Presentations
BUDGETING & FORECASTING
We collaborate with your team to help you create budgets and long range forecasts to help you get from where you are to where you want to go.
Establish Key Assumptions & Metrics
Set Financial Targets with Management
Revenue and Expense Projections
Workforce Planning
Cash Flow Modeling
Long Range Planning
Investment Optimization/
capital allocation
We evaluate your projects based on risk, return on investment and payback period using dynamic models. This can be for everything from a new product offering to geographic expansion.
Return on Investment
Risk vs. Reward
Sensitivity Analysis
Cost-Benefit Analysis
Investor relations
We can help in the valuation of your business, telling the financial story, and illustrating the potential ROI for investors. This includes a clear and powerful pitch deck that highlights why investors should invest in your business model.
Market Sizing
Market Penetration
Financial Projections
Multiples, DCF and Comparables
Investor Presentation Decks
VENDOR MANAGEMENT
We can help you select the right vendors for your business and manage the relationships. We look for partners that prioritize long-term relationships, fit within your budget, and are committed to helping your business succeed.
We are experienced working with the following partners:
Banking
Insurance
Legal
Real Estate
Software Suppliers