Service Partnerships

Pre-M&A Preparation & Coaching

Support entrepreneurs in preparation for a desired transaction and guide through M&A process.

Help plan out timelines and engage advisors (Legal, Tax, Wealth, Charitable, QoE, Audit, M&A)
Implement or tune-up corporate controls, records, and reporting systems (financial statements) to be transaction-ready
Identify and help fill key staffing needs
Identify constraints and opportunities

Fractional CFOs & Controllers

Short- or Long-term placement of a seasoned strategic finance leader supporting the entrepreneur or investor during a time of business or team transition.

CFO & Controller Functions
Financial Reporting (bank or investor compliance)
Financial Planning & Analysis (drive profitability)
Transition Support (in times of sudden transition)

Investment Management

Support family offices and institutional investors with deal flow development and management of direct private equity investment.

New Ventures and Turnarounds

Support the entrepreneur through an imminent business model transition to capture an opportunity or respond to an external market change through restructure or recapitalization.