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SERVICES

I offer a comprehensive suite of consultancy services tailored to meet the unique needs of your business. 

Financial Management

I specialize in helping businesses refine their financial and operational strategies. Whether you need to review pricing, develop sales strategies, fix profit leaks, improve information management, boost cash flow, or navigate acquisitions, my expertise can guide you to success.

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  • ​Measuring performance with key metrics

  • ​Improving systems and controls to protect the company

  • Enhancing budgets and cash flow

  • Creating financial projections and forecasts to stay on track

  • Developing funding strategies, including debt, equity, and other options

  • Expanding your business through growth planning and acquisition analysis

  • Serving as a board member with diverse networking connections

Executive-Suite Solutions

I understand the challenges business owners and stakeholders face when they need temporary executive support. I specialize in helping define and build departments, manage hiring processes (and terminations when necessary), and optimize internal systems to drive your business forward.

 

  • Delivering timely and accurate financial reports and explaining their implications

  • Financial budgeting and forecasting

  • Conducting cost and profitability analysis

  • Establishing internal controls to safeguard your assets

  • Managing financial statement audits

  • Developing funding strategies, including debt, equity, venture capital, private equity, and other creative options

  • Implement rapid interventions and turnarounds to stop financial losses

  • Designing exit strategies to maximize and retain earnings

Business Therapy

In times of adversity or rapid growth, businesses often require an outside consultant to assess and guide through difficult personnel decisions. Many types of stakeholders seek my expertise to manage and resolve intricate people dynamics—a service I refer to as "Business Therapy."

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  • Assess management teams, providing support or replacing underperformers as needed

  • Review family company dynamics, identifying conflicts and offering robust solutions for challenging issues

  • Turn around acquisition failures and review acquisition strategies​

  • Manage partnership dynamics by defining roles and securing buy-in from dissatisfied partners

  • Handle supplier relationships during downturns with prompt and decisive actions

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