We provide a broad set of advisory services to our clients. Our unique perspective, based on experience as a CFO, lecturer, writer and advisor, provides a basis for efficient and effective advice to our clients.
We assist clients in developing strategic plans and in evaluating strategic alternatives.
We identify key value drivers and assist client in developing plans to maximize shareholder value.
We assist buyers and sellers in various aspects of transactions, including developing an acquisition strategy, identifying potential partners, valuation, synergy identification, evaluating economics and execution planning.
Financial Planning & Analysis
We assist clients in assessing and improving the information provided to management to run the business.
Business Performance Management
We assist clients in developing a context for BPM and then developing KPI’s and Dashboards to monitor performance and progress on key objectives.
We assess current performance levels for clients across key value drivers of revenue growth, profitability and cash flow. We utilize assessment tools, benchmarking and best practices to identify and implement high leverage improvement opportunities.
Planning and Forecasting
We assist clients in implementing and improving operating plans, forecasts and long-term projections. We implement rolling forecasts and Continuous Business Outlooks to provide insight in these times of uncertainty and rapid change.
We provide interim and Fractional CFO services as well as mentoring new CFO’s.