THE SERVICES

FINANCIAL

We provide a full array of financial services to help our clients have a better understanding of their businesses, which inherently leads to better management decisions.

• Financial Statement Construction and Reconciliation

  Balance Sheet – Book Value and Market Value

  Income Statement and Statement of Cash Flows

• Proforma Statement Construction with Actual to Budget Comparisons

• Monthly/Quarterly Financial Closeout

• Rolling Capital Planning

MANAGEMENT

We take a holistic approach to your company’s management process. As your business grows, it is extremely important to focus on and achieve your KPI’s. Let us help you develop, assess and implement a sound management program to improve engagement and performance.

• Management Dashboard – KPIs and Metrics

• Production Based Modeling

• Enterprise Analysis

• Risk Management Planning

• Lender Financing Packages

• Investment Philosophy

OPERATIONS MANAGEMENT

We review and assist with operation management including communications, human resource needs and team engagement.

• Suite of Human Resource functions including Compensation and Performance

• Internal and External Communication specialists

• Learning and Development

• Insurance Planning

STRATEGIC THINKING

A ship on its voyage if off even a few degrees will be off course. We will work with you and your trusted advisor group to develop strategies – both short and long-term.

• Market Intelligence

• Investment Diversification

• Entity Structure

• Long-term Tax Strategies

• Estate Planning

• Business Imaging and Branding

• Meeting Facilitation

• Collaboration with Professional Team and Peers