Services provided to companies:

  • Part time or interim financial management
  • Strategic planning
  • Due diligence and contract analysis for mergers and acquisitions
  • Negotiation and analysis of financing opportunities
  • Preparation and analysis of financial projections while providing assistance with cash flow management
  • Process, operations, systems and personnel analysis
  • Cost analysis and expense reduction recommendations
  • Capital needs assessment and assistance in raising debt and equity financing
  • Establishment or enhancement of accounting/finance infrastructure
  • Report preparation for lenders and investors
  • Additional services provided to lending institutions:

  • Turnaround/workouts
  • Operations and financial analysis
  • Field examinations and collateral analysis
  • Underwriting
  • Portfolio management and analysis
  • Brokering
  • Compliance reviews
  • Healthcare lending services