ADVISORY & CONSULTING
BUDGETING & FORECASTING
- Integrated Forecast Model: P&L, Balance Sheet & Cash Flows for 12-months, 3-years, and 5-years are typical to ensure financial results achieve stated goals, objectives and strategies.
- Forecast Model provides the foundation for the budget and Rolling 12-month forecasts and compares against actuals.
BUSINESS PROCESS IMPROVEMENT
- Map key business processes identifying all the hand-offs / interactions across sales, operations and management to ensure maximum efficiencies across disciplines.
Draft key business process flows and business procedures and policies.
ENTITY FORMATION
- Design the ownership structure that minimizes tax liability, maximizes legal protection and business operations and grows wealth.
M&A BUY-SIDE
Develop acquisition strategy.
- Perform due diligence – including the qualitative and quantitative fit assessments – on potential acquisition targets.
Determine deal structure and complete the transaction close.
M&A SELL-SIDE
Develop strategy to sell business to a third party or the next generation.
Assemble promotional materials and pitch deck.
Administer bid process and virtual data room.
Determine deal structure and complete the transaction close.
STRATEGIC PLANNING PROCESS
- Process by which the guiding members of an organization envision its future and develop the necessary procedures and operations to achieve that future.
Integrates goal setting, execution and financial planning.
WORKOUT / TURNAROUND
- Custom management and financial solutions for distressed, troubled or under-performing companies that face challenges on multiple fronts.