Business and Financial Consulting
Independent analysis and practical advice for the financial and operating decisions owners face. Each project has a defined objective, scope, deliverables and compensation. Consulting stands on its own and does not need to lead to a loan.
Cash flow and financial planning
Review financial results, cash flow and working capital to help you understand what is driving performance. Evaluate budgets, forecasts and assumptions so decisions reflect both current conditions and the cash demands ahead.
Growth and capital decisions
Assess the financial tradeoffs of expansion, major purchases and other business investments. Compare funding alternatives, debt structures and repayment demands to help you decide what the business can reasonably support and when to move forward.
Banking relationships
Review your existing banking arrangements, lending terms, covenants and reporting requirements. Help you prepare for conversations with your bank, address concerns and evaluate whether those relationships continue to support the needs of your business.
Ownership and transition decisions
Evaluate the financial implications of partner buyouts, acquisitions and ownership transitions. Help you organize relevant information, compare alternatives and identify questions to resolve with your attorney, accountant and other advisors.
Operational improvement
Review recurring workflows, remove unnecessary steps and improve what remains. Help simplify document collection, follow up, reporting and procedures, using client approved tools and automation only where justified, with information protection, testing and acceptance defined for each project.