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OUR WHEELHOUSE

how we can help you.

ACCOUNTING  SUPPORT

 Includes historic forensic analysis and correction, process stabilization and optimization, ongoing maintenance and/or training to existing staff

Accountant at Work

ACCOUNTING

FINANCIAL PLANNING

ACQUISITION  DILIGENCE

Meeting

FINANCIAL PLANNING AND ANALYSIS

Including financial and operating metric reporting optimization, budgeting, and multi-year forecast modeling exercises

ACCOUNTING

FINANCIAL PLANNING

ACQUISITION  DILIGENCE

Acquisition Diligence and

Integration Support

Including both seller and buyer diligence and integration project management support with a focus on the financial preparation and analysis

Handshake

ACCOUNTING

FINANCIAL PLANNING

ACQUISITION  DILIGENCE

OWNER/INVESTOR RETURN

The primary theme in our practice is to increase the owner/investor rate of return through our efforts

Woman with Crossed Arms

ACCOUNTING

FINANCIAL PLANNING

ACQUISITION  DILIGENCE

CASH FLOW

Return on assets is often measured based on cash flow and improvements in cash flow performance. Part of our consulting efforts will be to tackle issues that are affecting cash flow. We will look at elements of cash flow (cash management, liquid assets, etc.) as a part of our assessment process

Bill

ACCOUNTING

FINANCIAL PLANNING

ACQUISITION  DILIGENCE

CUSTOMER SERVICE

Successful businesses drive great financial performance by, in part, providing stellar customer service.  We believe that management’s customers are not only the paying customer, but the owner/investor, the employee, and vendors. Management’s role is to manage that experience, and our role is to assist management in that effort

Years
Experience

Companies
Helped

30   100

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