SERVICES

    • Monthly financials

    • Financial statement analysis

    • Budgeting & forecasting

    • Cash flow projections

    • Selection, implementation, integration, and training for:

      • ERP (enterprise resource planning) software

      • HR systems

      • PEO systems

      • Payroll systems

    • Operational efficiency improvements

    • Cost optimization

    • Collaboration on strategic planning and innovation

    • Diversification of revenue streams

    • Extensive experience in M&A management - involved in dozens of successful transactions, representing both sides

    • End-to-end management:

      • Due diligence

      • Quality of Earnings support

      • Data room management

    • Have a specific project or goal in mind? I'd love to hear about it.

    • My background is extensive and it's likely that I can be of service - or at least point you in the right direction