SERVICES

Interim Management Services

  • Strategy:
    • Merger and acquisition transaction analysis
    • Due diligence and business integration  
    • Divestiture analysis and execution
    • Raising capital to support business growth
    • Re-capitalization of finances
    • Corporate re-financings and restructuring
    • Turnaround management
    • Financial restatements
    • Asset-based lending
    • Risk management
    • Business planning and forecasting
  • Leadership - Full-time/Part-time
    • Board management and advice
    • CFOs, Controllers and Accountants
    • Change management and process redesign
    • Outsourced accounting services
    • System implementation management
    • Facilitation of key finance meetings
  • Governance
    • Financial statements are founded on the basis
      of a well-controlled accounting organization    
    • Best practice policies and procedures
    • Controls review of finance functions
    • Treasury and cash management
    • Sarbanes-Oxley implementation
    • IFRS guidance
    • Training for internal organizations
  • Reporting
    • Year-end and audit preparation
    • SEC reporting including 10-Q, 10-K, S-1
      and prospectus preparation
    • Liaison with auditors
    • Bank covenant reporting
    • Board management preparation
    • Business plan preparation
    • Month-end close cycle
    • Reconciliations reporting 
  • Analysis
    • Financial modeling
    • Cash and revenue analysis
    • Planning, budgeting and forecasting
    • Treasury and cash management
    • Financial reporting and analysis
    • Year-end analysis
    • Capital analysis (buy/lease)

 

Project-based Consulting Services  

  • Account reconciliation analysis
  • Best practice policies and procedures
  • Cash flow forecasting
  • Corporate re-financings and restructuring
  • Cost and revenue analysis
  • Financial management and leadership
  • Financial modeling, planning and budgeting
  • Financial reporting and analysis
  • M&A analysis, due diligence and business integration
  • Month-end reconciliations, consolidations and eliminations
  • Outsourced accounting services
  • Raising capital for business growth
  • SEC and external reporting requirements
  • Strategic business planning & integration
  • Treasury and cash management
  • Turnaround, restructuring and restatement
  • Well-controlled accounting organization
  • Year-end and audit preparation

 

Retained Executive Placement Services

  • Position Requirements Needs Analysis
  • Job Description Preparation
  • Cultural Assimilation and Evaluation
  • National Search Capabilities
  • Applicant Analysis
  • Talent Matching
    • Technical
    • Technology
    • Leadership
    • Personality
  • Candidate Selection
  • Interview Assistance and Mentoring
  • Out-sourced Reference and Background Checks
  • On-boarding
  • Assessment  and Review Guidance