CFO Services

  • Direct management of key functions (e.g. accounting, HR, technology, facilities, marketing and related areas)

  • Financial reporting, budgeting, planning and analysis

  • Business plan development

  • Capital raising/debt refinancing

  • Investment policy development and portfolio management

  • Business process redesign

  • Systems evaluation and transition

  • Staff training and development; organizational restructurings

  • Acquisition advisory (buy-side or sell-side)

  • Growth & exit strategies, evaluation of strategic alternatives

  • Partnership exploration and contract negotiation