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Our Capabilities

04. Success Advisory

Financial Report

Success Advisory Services

Depend on experienced, senior-level professionals to provide the financial insights you need to me the challenges you face.

Our Success Advisory Services can help owners, management, and board members solve financial management issues by providing unique industry-specific guidance.

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We provide growing and established organizations with an experienced executive at a fraction of the cost of a full-time employee. During interim periods, we bring experienced professionals with specialized skill sets to navigate times of transition when you are unable to afford to be without a senior executive.

  • Management of the finance organization (accounting, treasury, finance)

  • Financial, business, and strategic planning and implementation

  • Hands-on guidance during transactions like medical leave, IPO, acquisition integration, leadership succession, or hostile takeover

  • Cashflow Management & Projections

  • Budgeting & Forecasting

  • Bank Financing and Investor Meeting Preparation

  • Audit Preparation & Liaison with Audit Firm

  • Key Metric Benchmarking & Analysis

  • Accounting Software Selection & Implementation

  • Financial & Operational Improvements

  • M&A Support

  • Risk Management 

  • Contract Review

  • Legal, HR, Compliance, Insurance & Business Services Liaison

  • Fund Administration, Finance, & Accounting 

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