Typical Services Performed:
Assist Entrepreneurs with decision making:
- Add an important financial viewpoint to the decision making process
- Provide sounding board for the decision making process
- 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
- 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 operating systems
Coordinate activities with or selection of:
- Accountants
- Investment Bankers
- Commercial Bankers
Review and/or establish oversight of investment accounts
Execute all real estate related activity:
- Management
- Sub-lease
- Lease
- Sell
- Buy