Business consulting assignments have included the following:
Financial Condition Survey
A comprehensive analysis of the financial condition of a client company is developed to evaluate its financial performance as compared to industry and business norms and expectations of the equity holders. The analysis is designed to identify specific strengths and weaknesses of a company’s operations and includes a detailed results report and recommendations.
Hands-on assistance in the development and implementation of corporate-wide budgeting programs including all related systems and procedures. Services include management training in the use of budgets, monthly budget variance and ratio analyses and financial condition reports to management.
Development of Business Plans and Loan Proposals
Preparation of comprehensive, professionally prepared business plans for business expansions, division spin-offs and the pursuit of equity and debt capital. Documents are tailor-made for each client and each purpose and include professionally prepared operational, marketing and financial details required by venture capitalists, private equity firms, angel investors and institutional lenders.
The development and implementation of more sophisticated organization structures, business systems and processes to support rapid growth;
Assistance in the review and assessment of the merits of merger and acquisition candidates and private equity investment opportunities. Services may include conducting due diligence on behalf of buyers and sellers and evaluation of offers for purchase or sale of a business entity or business interest.
Other business consulting assignments have included:
- Working with troubled companies
- Improving the financial results of under-performing companies
- Organizational restructuring
- Interim CFO and CEO services
- Financial/accounting positions and CEO candidate screening
- Other projects and advisory services tailored to the needs of our clients