SPECIAL PROJECTS

Sell-Side Advisory / Business Exits
Exit Strategy Planning
Mergers & Acquisitions
Fundraising (Equity or Debt Capital)
Interim CFO or Accounting Support
Strategy Framework Integrations (EOS & OKRs)
PBC List/Data Room Management
Quality of Earnings
Audit Preparation and Assistance
RFP Process Management
Software Implementations / Migration (QBO, Bill.com, etc.)
Value Creation Roadmap
Board / Investor Presentations
Strategic Planning
Audit Preparation
Financial Systems Implementations
Regulatory Compliance
Standard Operating Procedure (SOP) Development
Cash Flow Model Development
Budget & Forecast Model Development
Business Expansion Strategies
Cost Reduction Strategies