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Our Services

We provide Financial and Business Consulting services. Our staff of industry experts has extensive experience in financial analysis, financial modeling, business plan development, organizational development and capital markets.

What We Do

  • ➢ Development of a company specific financial model to do "what if" analysis
  • ➢ Reviews of the company’s financial position with suggestion to maximize profit
  • ➢ Review of organization structure and processes
  • ➢ Review of management's effectiveness in leading a company or division
  • ➢ Company 409A valuation
  • ➢ Capital analysis and acquisition alternatives
  • ➢ Business plan development for startup and stage I companies
  • ➢ Assistance in securing financial funding alternatives
  • ➢ Interim CFO engagements while the company conducts a full CFO search
  • ➢ Startup company viability analysis. Manufacture vs. licensing alternatives
  • ➢ Portfolio analysis and advisory services for institutional investors