Elevate your strategy, overcome challenges, maximize profits and accelerate growth.

Every company no matter how big or small should have a strategic plan. A strategic plan is the road map to take your company from where it is today to where you would like it to be. A well thought out strategic plan will have check points of accountability along the way to ensure that you are progressing down the right path.  

All strategic plans must have a mid to long term financial business model that tracks and reports against the strategic goals, objectives and initiatives. You can't track your progress or performance if you can’t measure it. Financial modeling will also assist in planning and preparing your annual budgets.   

Financial forecasting and budgeting allows your goals to be actionable and attainable. We will create budgets and forecasts to help create a precise blueprint to help you track and measure your short term goals and initiatives. Your accounting records track historical results, while forecasting tracks what the future may look like for your business.  

We have helped our clients raise hundreds of millions of dollars in capital. Our goal is to raise capital or restructure your existing debt in a way that is appropriate for your business’s stage of growth, goals and challenges. We will determine the right mix of capital, prepare documents, oversee due diligence, tap into our robust lending and investing network, compare term sheets, negotiate terms, and more.  

Cash flow is one of the most common and influential challenges businesses face. Solving cash flow issues involves more than just simply bringing in more revenue. We look at your overall business model from gross margin, working capital, inventory, client contracts, supply chain management and more. We will analyze your current cash flow, find areas for improvement and help implement the changes. 

If your financial management software and internal systems are incapable of keeping up with your growth, are incompatible with your other operational and/ or sales systems and processes or lack features essential for your business; it may be time to re-evaluate. We can help prepare RFPs and business requirement needs, source systems, oversee due diligence, negotiate contracts and assist with implementation.