Our Services
We offer a variety of services to specifically help your business solve it's most pressing problems while also capitalizing on its most exciting and lucrative opportunities. We can create a customized package to fit your needs, and adjust it as necessary moving forward.
​Accounting
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Audit Preparation and Readiness
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Budgeting and Strategic Planning
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Cash Flow, Budget and Long-Term Projection Modeling
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Cash Management
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Cost/Expense Management
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Finance
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Valuation Analysis (Business, Asset, or Real Estate)
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Capital Structure and Cost of Capital Optimization
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Fundraising Advisory
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Capital Structure Optimization
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Debt Finance Sourcing
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Banking Relationships
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Investor Relationships and Reporting
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Personal Financial and Family Office Planning
Operations
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Systems and Automation Optimization
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Oversight and Review of Staff and Data
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KPI Development
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Process Improvement
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Staffing and Compensation/Benefit Plans and Programs
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Recruiting and Training High Quality Accounting and Finance Team Members
Advisory​
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Acquisitions and M&A Advisory
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Due Diligence
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Tax Structuring
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Risk Management
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Tax, Legal and Regulatory Compliance
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Succession and Estate Planning
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Diversification Strategies