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Executive

Management

Advisory

Organizations occasionally require sophisticated management and finance skills to navigate challenging activities such as acquisitions, sales, expansion, development, mergers, and capital formation events. This intermittent need makes qualified C-level and executive management difficult to develop in-house and expensive to attract and retain.

 

Our network of experienced C-level executives work in concert with, or in lieu of, your organization’s existing executive team. We consistently provide institutional quality experience, skills, and resources for both special projects and long-term engagements.

 

Common Services

Analysis & Modeling

Audit Coordination

Budgeting & Forecasting

Controls

Document Review & Critique

Funding Strategy

Organizational Structure

Planning and Strategy

Policies & Procedures

Refinancing & Recapitalization

Reporting – Board, Investor, Lender

Systems Design & Optimization

Treasury Management

Technology Valuation

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