Whether you are preparing to implement new business strategies, improve existing processes, or eliminate obsolete activities, we are here to help you assess and implement the most effective solutions.

Our Solutions

Growth
Advisory

Transaction
Advisory

Fractional
Executive

CFO & COO
Advisory

Legal & Risk
Advisory

CFO & COO Advisory

Enhancing financial and operational efficiency through strategic planning, process improvement, and innovation

Capabilities

  • Accounting & Financial Operations

  • Audit Readiness & Remediation

  • Business Process Improvement

  • Financial Planning & Analysis (FP&A)

  • Innovation

  • Strategic Planning

  • Training & Communications

  • Treasury & Capital Management

Fractional Executive

Providing experienced C-suite executives to fortify your organization in finance, operations, risk, growth, legal and security

Capabilities

  • Chief Financial Officer (CFO)

  • Chief Operating Officer (COO)

  • Chief Risk Officer (CRO)

  • Chief Growth Officer (CGO)

  • Chief Information Security (CISO)

  • Chief Legal Officer (CLO)

Growth Advisory

Guiding small and midsized companies in sales growth and business development, leveraging entrepreneurial and Fortune 500 experience to identify opportunities and build sales plans

Capabilities

  • Outsourced Business Developer

  • Sales and marketing planning

  • Best practices planning and review

  • RFP assistance

  • Incentive compensation and commission structuring

  • Training, mentoring and growth services

  • Business Development and revenue generation support

  • Partner support during busy season

  • Resource planning

Legal & Risk Advisory

Ensuring robust corporate governance, compliance, and risk management with expert legal and board advisory services

Capabilities

  • Board Advisory

  • Code of Conduct, Conflicts & Whistleblower

  • Corporate Ethics, Governance & Compliance

  • Enterprise Risk Management (ERM)

  • Environmental, Social and Governance (ESG)

  • Internal Audit

  • Internal Controls

  • Litigation & Forensic Support

  • Quality Control / Quality Assurance (QA/QC)

Transaction Advisory

Leading comprehensive M&A lifecycle management, from due diligence to integration, ensuring seamless transactions and optimal outcomes

Capabilities

  • M&A Lifecycle

  • Buy/Sell Side Due Diligence

  • Pro-Forma Reporting & Modeling

  • Earn Out Analysis

  • Quality of Earnings Analysis

  • Working Capital Management

  • Legal Review

  • Purchase Agreement

  • Divestitures & Carveouts

  • Integration Planning and Management Office

Contact us to discuss how we can address your business needs.