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Core Capabilities

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Financial Planning & Analysis

Budgeting and Financial Statement Projections
Cash Flow & Profitability Analysis
Capital Budgeting and Capital Expenditure Analysis
Pricing Analysis
Cost Reduction and Profit Improvement Plans

Banking & Investment Management Advisory

Debt Capacity Analysis
Ongoing Bank Compliance Services
Bank Document Review
Evaluation of Mergers & Acquisitions (M&A)
Request for Proposal (RFP) Process
Confidential Information Memorandum (CIM) Preparation

Image by Birger Strahl

Management & Strategic Advisory

Establishment and Monitoring of Long-Range Business Plans
Business Exit Analysis & Strategy
Start-up Assistance to New Businesses/Segments
Employee Utilization Plans
Executive Search and Evaluation
Employee Stock Ownership Plan (ESOP) Consultation
US Government Program Advisory

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