SCOPE OF SERVICES

TACTICAL * STRATEGIC * CONSULTING * BUSINESS ADVISORY

AREAS OF EXPERTISE

Our industry expertise includes media/advertising, publishing, music & entertainment, Blockchain, Initial Coin Offering/Crypto-Currency, manufacturing, construction, transportation (air, rail & ground), retail (CPG) and real estate.  The reality is that the fundamentals and operational effectiveness of the areas below (“building blocks”) are centric to any industry.  These “building blocks”, coupled with our industry experience, has resulted in more creative and efficient strategies for our clients.  Our client base includes “Private Equity owned” entities, as well as, “stand alone” corporate entities.

Financial Modeling, analytics, projections, forecasts, preliminary acquisition purchase price accounting, Quality of Earnings Reports and Due Diligence related to the acquisition at hand

Purchase Price analysis and assessment, Purchase Price Adjustment management and reporting, Post-closing adjustments and reporting.

  • Stand-up or Integration of Operations
  • Stabilization of business operations and reporting
  • Strategic business plan and “Top-Line” strategy review & assessment, recommendations and execution support 
  • Target market/customer research, assessment & expansion 
  • Sales team structural and operations assessment and redesign 
  • Commission program analysis and redesign 
  •  Marketing & Advertising program research and integration with sales strategy 
  • Internal and external report (re)design and implementation across global, region and departmental units
  • PE/VC and senior management Corporate-wide Dashboard/KPI driven reporting
  • Financial Analysis development and support – Budgeting, Forecasting & Projections
  • Working in conjunction with your portfolio companies and their management teams, we help you monitor and identify key areas for growth/exposure
  • Corporate Divestiture, Management Buy-out, Corporate Restructuring/Recapitalization Analysis & Support

FINANCE/ACCOUNTING OPERATIONS & BUSINESS OPERATIONS REDESIGN/OPTIMIZATION

  • Assessment, evaluation and corrective/enhancement actions to current procedures and internal controls across all departments from Sales to Direct Operations to G&A operations (Optimization)
  • Creation and stand-up of accounting operations & reporting
  • Investor DECK preparation support (MD&A, operations and financial data)
  • Financial due diligence
  • Targeted strategic and operational assistance to fuel organic and acquisition growth initiatives.

TECHNOLOGY OPTIMIZATION & SYSTEM INTEGRATION

  • Assessment, evaluation, (re)design and effective/efficient deployment or    integration of new/existing accounting/operating software systems
  • Disparate and non-integrated software analysis, assessment and redesign/redeployment;
  • Front-end platform system to Back-End accounting system connectivity and reporting