Our Services
STRATEGY DEVELOPMENT & IMPLEMENTATION SUPPORT
Organizations can struggle in crafting, updating and executing their strategy. We guide our clients through a 16-20 week structured process culminating in a defined strategy and implementation plan. Subsequent checkpoints are used to coach and measure progress.
INTERIM CFO & FRACTIONAL CFO SERVICES
Organizations benefit from the counsel of an experienced Chief Financial Officer. Smaller organizations, however, do not require a full-time professional. We provide CFO advisory services on an as-needed basis.
BUSINESS TRANSITION
Ownership goals may include the purchase of other companies that meet acquisition criteria. Alternatively, existing ownership may want to position the business for future sale. We work with owners and other experts to complete a desired purchase or sale.
IMPLEMENTATION PLANNING & EXECUTION
Do you have a project or idea that you’d love to bring to life? We can assist in the planning and execution toward your desired outcome. We will engage and work with your team to realize the idea as effectively and timely as possible. This service typically complements our other service offerings.
TAX ADVISORY
We provide tax planning services whenever it supports other work we are delivering for the organization. We work with tax professionals to complete all required compliance and reporting. We do not provide tax compliance and reporting services on a stand-alone basis.
