OUR HISTORY
After years of desk analysis of private and publicly traded companies, a choice was made to redirect this knowledge in a more collaborative way: with grass-roots ownership and management teams who believe there is room for improvement beyond –while including– the bottom-line. Our goal is to bridge good intent with business reality, where efficiency, stewardship, and profitability align. We enjoy working directly with the entrepreneurial spirit and being a part of strategic implementation that positively affects communities and profits.
We provide business consulting and fractional CFO services including strategic planning, budgeting, fixed asset management, treasury management, financial planning and analysis, and project management to leadership teams striving to operate more efficiently.
Services include:
Corporate finance and management accounting help for start-ups, clean-ups, and turnarounds
Strategic Planning and Capital Structure
Investor relations and pro forma generation
Cost control and Overhead analysis
Budgeting, Forecasting, and Variance analysis
Working Capital and Cash Flow Management
Profitability analysis by product or service
Labor Efficiency and Productivity Analysis
Establishing KPI’s, KRI’s, and trend analysis
Mergers and Acquisitions analysis
Capital Budgeting and Project Finance
Operational, Process, and Project Management
The culture we bring to the table is aligned with our values of respect, collaboration, candid honesty, and of course, laughter.
ABOUT US
Our team values both academic and real-world experience and has drawn upon both to forge careers in investment and corporate finance, management accounting, and project management. We thrive on challenges facing 21st-century business and enjoy strategic collaboration to help teams improve financial and operational performance, as well as internal and external reporting.
Our combined experience draws from careers anchored in corporate finance and accounting, financial analysis and modeling, financial planning and oversight, and an innovative approach to project management.
We are a member of the Institute of Management Accountants; the Association of Accountants and Financial Professionals in Business, and are certified in Project Management. We have held numerous SEC (FINRA) and CFTC series licenses throughout our career and have served on the boards of various community non-profits, providing pro bono financial services.
How can we help?
We specialize in the art and science of actualizing complex business challenges into understandable and workable solutions that are strategically aligned, sustainable, and profitable.
INDUSTRIES WE SERVE
We offer strategic, scalable planning and management solutions to a broad range of industries.
Below is a partial list of organizations we’ve worked with…*
- Citigroup
- RJ O’Brien
- Salomon Smith Barney (now Morgan Stanley)
- Prudential Securities (now Jefferies)
- Country Natural Beef
- Dakine
- Columbia Sportswear
* Confidentiality is our top priority. For this reason, we do not list privately held business clients on our website. We are happy to provide additional references upon request.
