We define and deliver lasting performance improvement.
Acquisition & Merger Support
Business Plan Development
Manufacturing & Distribution Optimization
Budgeting & Forecasting
SEC Reporting & Compliance
Crisis & Turnaround Management
Refinancing, equity and debt financing
Management of day to day operations including accounting, financial reporting, manufacturing & distribution operations, budgeting and planning, tax, treasury, and asset & risk management.
Supervision of the preparation, review and analysis of all financial reports for management, lenders and financial partners including profit and loss statements, cash flow statements, and asset valuations.
Strategic planning for company operating areas, including complex analysis, tax structuring and compliance.
Due diligence for proposed transactions, including acquisitions, dispositions and financing; and arranging, negotiating, and managing closing.
Development and implementation of business plans, forecasts and budgets.
Private placement memorandum development, SEC Form D filing and capital raising support. Ensuring that organizations are appropriately capitalized and that business activities create maximum value for its investors
Preparation of SEC Reports (10Q, 10K, 8K, 14A, S3…), including registration filings. Experience with initial public offerings; and with resolving compliance disputes, investigations and de-listings.
Investor relations, including developing institutional stockholder, investment banker and research analyst relationships and presenting at investor conferences.