Typical Services Performed:

Assist Principals with decision making:
  • Add an important financial viewpoint to the decision making process
  • Provide an Owner sounding board for the decision making process
Strategic planning:
  • Prepare business operating plans
  • Prepare operating budgets
  • Turnaround and Restructuring
  • Acquisition plans - develop and execute
  • Divestiture plans - develop and execute
  • Sale of firm plans - develop and execute
Capital resource planning:
  • Prepare capital budgets
  • Review and/or establish appropriate banking sources
  • Review and/or establish capital sources including alternate sources
  • Manage all capital transactions: gather information, make presentations,
    review commitments, coordinate closing with legal and accounting requirements
Review and/or establish cash management systems

Review and/or establish operating systems

Coordinate activities with or selection of:
  • Accountants
  • Investment Bankers
  • Commercial Bankers
Coordinate investors relations

Review and/or establish oversight of investment accounts

Execute all real estate related activity:
  • Management
  • Sub-lease
  • Lease
  • Sell
  • Buy

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