Accounting and Control:

• Review monthly or quarterly financial statements for negative and positive trends; make recommendations
• Provide training for accounting department personnel
• Design “bottom up” management information systems
   

Financial Management:

• Facilitate business planning meetings
• Develop and update cash flow projections and business plan projections
• Maximize business value through an operational audit

Funding:

• Locate new sources of debt financing
• Prepare for and attend meetings with outside lenders and investors
• Assist in restructuring debt with existing creditors

Transactions:

• Orchestrate a merger, acquisition or joint venture
• Oversee acquisition due diligence
• Prepare the Company for sale

Human Resources:

• Conduct Executive searches for financial managers
• Interface with outside auditors or tax advisors
• Assist in negotiating contracts with other product or service providers

Owner and Board of Director Services:

• Perform a Marketplace Position Assessment
• Develop a Succession Plan
• Act as the Financial Advisor to the Board of Directors