Consulting Services

Icon

Strategic Financial Planning

I work closely with your team to understand your business objectives, market dynamics, and operational constraints.

I then develop a tailored model and financial plan for your business that outlines the path to achieving your long-term goals. This includes revenue forecasts, expense budgets, and staffing plans, all aimed at enhancing your financial and operational performance.

Icon

Performance Management

I provide you with consistent, data-driven insights to help you make informed decisions and stay on track with your goals.

I monitor key metrics, analyze variances, and adjust financial plans as needed to align with your company's performance. By delivering regular updates and actionable insights, I ensure you have a clear picture of your financial health and progress toward your strategic objectives.

Icon

Transaction Support

If you need to raise capital or execute an M&A transaction, I will help you navigate the process.

I develop detailed financial projections, prepare for rigorous due diligence, and create compelling presentations that communicate your company's value. I act as your financial spokesperson, presenting financial data and addressing due diligence questions from investors or buyers. Throughout negotiations, I work alongside advisors to secure favorable terms, ensuring every aspect aligns with your strategic goals and positions your company for a successful transaction.

Request a Free Consultation