Corporate Finance Advisory


  • Chief Executive Officer (CEO)
  • Chief Financial Officer (CFO)
  • Corporate Controller
  • Director of Planning
  • Senior Financial Analyst


Financial Planning & Analysis (FP&A)

  • Driver-Based Financial Modeling/Analysis
  • Agile Planning/Budgeting/Forecasting
  • Rolling Forecasts
  • Scenario Analysis
  • Profit/Cash Flow Planning
  • Management Reporting
  • Strategic Planning

Corporate Finance

  • Executive Summaries
  • Business Plans
  • Investor/Venture Capital/Equity Fund Presentations
  • Commercial Banker/Investment Banker Presentations
  • Due-diligence Preparation and Direction
  • Corporate Valuation Analysis


1. Review, Critique, and Revamp Chart of Accounts and Company Key Drivers:

  • Usually, out-of-date, disorganized and inefficient.
  • Not set-up for timely and accurate management reporting.
  • Not compatible with planning and budgeting formats.
  • Not synergistic with forecasting, analytics and strategic planning.

2. Create Real-Time Planning and Scenario Analysis Structures:

  • Establish driver-based planning and budgeting formats.
  • Create activity-based financial modeling.
  • Develop rolling forecast and scenario analysis options.

3. Implement Strategic Planning and Real-Time Decision-Making:

  • Important, but nonexistent, in most entrepreneurial companies.
  • Need profit/cash flow planning and analysis.
  • Key to competing in today’s marketplace.

4. Kick-Start Management Reporting:

  • Most entrepreneurs don’t have quality management reporting.
  • Successful companies need timely management reports.
  • Leads to real-time decision-making capability.
  • Necessary to compete in today’s 24-hour global economy.



  1. Senior level consulting and innovation in agile and driver-based planning.
  2. No benefits, perks, bonuses or long-term employment agreements to worry about.
  3. Elevate Company and C-level positions to winning, high-level reputation and results.
  4. Create a successful, profitable, highly competitive Company – be a leader in your market.
  5. Plan and strategize in real-time.
  6. Impress and befriend bankers, investors, customers and suppliers.