FINANCE

Many companies face challenges with capital management, budgeting, accounting practices, and securing funding needed for growth. Our experienced finance advisors work closely with executives to provide an objective assessment of their current finance operations and structures. We identify gaps, risks, and opportunities to strengthen financial management.

Specifically, our advisors can review financing options to access capital for expansions or acquisitions. We outline the pros and cons of debt vs equity financing and provide guidance on valuation methodologies and terms. We also assess accounting and reporting processes to highlight process improvements and help prepare for audits or due diligence. Our advisors collaborate with executives to develop realistic budgets aligned to strategic goals. We advise on tools to improve forecasting, reporting, and adapting as business conditions change.

Ultimately our finance advisory services aim to equip leadership teams with the insight and plans to secure funding, manage budgets wisely, and build resilience into their business finances for sustainable success.

Fundraising: Our capital advisory service helps executives assess funding requirements and the optimal financing structures to fuel growth plans. This includes evaluating debt financing from banks/credit unions, angel investors, venture capital, private equity, public markets and more. We outline the process, expected terms and implications of different funding options.

Accounting Reviews: Our accounting advisory service examines existing accounting operations, controls, processes, and procedures to identify opportunities to improve accuracy, efficiency and financial visibility. We advise on process changes to prepare for expansion, investment or increased regulatory scrutiny.

Finance Reviews: Our finance operating reviews assess areas such as cash flow management, forecasting practices, reporting tools and metrics to gain insights that strengthen financial planning and strategy alignment. We look at people, systems and procedures.

Budget Planning: Our budget planning advisory service partners with leadership teams to develop budgets connected directly to strategic business plans. We incorporate market analysis, identify key planning assumptions and model best practice processes for budgets that provide visibility and accountability.