Financial Advisory
"The true key to victory is proper planning and strategy."
Miyamoto Musashi
Strategy – Formulate or accentuate a solid business strategy based on industry and competitive analysis. With many companies constantly “pivoting,” it is crucial to have a well-developed strategy outlining the company’s path to success.
Financials – Develop an investor-ready, reliable financial model that enables realistic business forecasting and supports scenario analysis. The model allows the founder and management to identify key value creation drivers to focus on and mission-critical risks to manage and mitigate.
Narrative – Craft a thoughtful story that encompasses your strategy and financials, and reflects your mission and values; the story that motivates and energizes your employees and provides your investors with a better sense of your mission and aspirations.
Banking – Support banking relationship to access liquidity and growth capital; monitor covenant compliance, optimize debt stack to match business needs, as well as reduce cost of capital.
Fundraising – Prepare a pitch deck with a coherent, consistent story, supported by verified numbers and strong assumptions; prepare your company for due diligence and help organize a data room for prospective investors; introduce the company to potential investors, when appropriate.
M&A - Prepare a business for sale and support your due diligence when acquiring a company.
CFO Services
"Plans are only good intentions unless they immediately degenerate into hard work.”
Peter F. Drucker
Financial Operations – Provide fractional, interim, and project-based financial support, allowing management to focus on product and clients while our professionals manage your financial operations and provide overall guidance on internal/external financial matters.
FP&A / Budgeting – Design financial planning and reporting processes; develop and implement a budgeting model using existing systems or introducing new ones; forecast cash flows and manage and optimize working capital; improve treasury management.
Controls and Processes – Introduce smart internal controls and instill financial discipline; bring best practices in corporate governance; suggest and implement automation for financial operations; establish efficient processes to support hyper-growth.
Management and Investor Reporting – Identify key business drivers and translate them into company- and team-level KPIs; introduce dashboards to provide management with reliable, real-time information; support board and investor reporting; and advise on investor relations.
Financial Modeling
“Fortune favors the prepared mind.”
Louis Pasteur
Financial Models – Project a full set of financial statements and accompanying schedules (CapEx, PP&E D&A, debt financing, taxes, etc.) to model the effects of different business decisions on profitability, cash position, and ultimately company valuation.
Operating Models – Develop operating models for business operations to identify bottlenecks and optimize processes, whether in manufacturing, supply chain, or staffing/sales force; model compensation structure for direct sales and partnerships.
Transaction Models – Model the effect of proposed acquisitions and divestitures, recapitalizations, debt and equity financing; identify preferred deal structures for transactions and propose deal terms/debt covenants.
Probabilistic Models – Employ Monte Carlo simulation to produce probabilistic forecasts for high variability inputs and processes or situations with a high degree of uncertainty. For example, new SaaS product sales forecast, viral marketing campaign efficiency, financial transaction volumes resulting in fees, etc.
Tax Advisory
"The hardest thing in the world to understand is the income tax."
Albert Einstein
Tax Preparation – Comprehensive federal and state tax return preparation for businesses of all sizes and high-net-worth individuals, including complex schedules for business income, rental and pass-through income, and multi-entity filings.
Tax Planning & Strategy – Forward-looking tax strategy designed to minimize liability and align with your broader financial objectives, whether optimizing entity structure, timing income and deductions, or navigating the intersection of business growth and personal wealth.
Transaction & Event-Driven Tax Advisory – Bespoke tax counsel for decisions carrying tax consequences, including mergers and acquisitions, equity transactions, liquidity events, and real estate transactions.
Industry-Specific Tax Incentives – Specialized guidance for technology startups, CleanTech, and BlueTech companies on R&D tax credits, energy incentives, Inflation Reduction Act provisions, and equity compensation structures that materially reduce tax burden and support investor readiness.
IRS & State Taxpayer Representation – Authorized representation before the IRS and state tax authorities at all administrative levels, including audits, collections, appeals, and penalty abatement, providing experienced advocacy to protect your rights and resolve disputes efficiently.