Business Finances Made Simple

Full transaction support is provided, with advisory services, third-party coordination, and oversight of due diligence and negotiations​​

Oversee and create monthly operating presentations with key takeaways, KPIs, and financial performance, and attend board and investor meetings as needed, including FP&A

The business is reviewed, education on exit/fundraising is provided, strategy is aligned, and Board Reporting and FP&A are included

Build custom financial models with real-time data, including budgeting, forecasting, and analyses of business drivers, cash flow, and P&L statements for accurate business health representation

Business valuations are conducted using "Wall Street" methods, strategic exit plans are discussed, and the network and Advisory Board are leveraged to assess market conditions

Provide dedicated bookkeeping resources for efficient month-end close, optimize the chart of accounts, and coordinate with audit and tax service providers to meet deadlines