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Financial Management

We bring sophisticated thinking and practical wisdom to financial planning and management. For today's emergent entrepreneur led small companies, there is the need for crossfunctional skills as well as common sense insight. We work with our clients, their accountants, attorneys and staff to develop the best solutions for them to grow strategically. Our services include the following:

  • Controller Services including budgeting, negotiation and bill payment

  • Financial forecasting and planning

  • Business planning - research and writing and implementation coaching

  • Business Plan Review - for existing plans

  • Financial due diligence - adding insight to client investment decisions

  • Treasury management - recommending and implementing capital allocation

  • Financial controls and systems development - financial management operating plan development

  • Development of business cases - Go | No Go and SWOT analyses

  • Other services as needed and appropriate.

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