CFO Advisory & Strategic Finance

Strategy and support to scale your emerging business

Ready to take your business to the next level? We help start-up companies and entrepreneurs establish a successful foundation for financial and operational scalability, so they can manage growth and prepare for the future. From integrating your technology and establishing effective financial processes to connecting you with the startup ecosystem, filling resource gaps, and getting you investor-ready, we can help accelerate your success. Our team of CFOs partner with you to ensure your plan is achievable from strategy to execution. Whether it is raising money, expanding internationally, IPO preparation, mergers or acquisitions, turnarounds, or asset sales, our CFOs have the experience you need.

Our team of experts can help you with:

Fundraising Strategies
Exit Strategies
Financial Leadership

Strategic Services we deliver

Every company needs to identify a long-term plan for its business while identifying the total market, understanding and promoting its competitive advantages, and ensuring profitability and investor returns through a long-term exit strategy as the goal.

Fundraising Strategies

Investor Introductions
Investor Presentations
Secondary Offerings
Growth Capital Loans
Equipment Financing
Private Equity Financings
IPO Preparation
Bridge Loans
Accounts Receivable Loans

Exit Strategies

S-1 Filings
Mergers & Acquisitions
Restructures
Turnarounds & Workouts
Liquidation & ABC (Anti-Bribery & Corruption) Due Diligence
Bankruptcy
Due Diligence
Asset Sales
Wind Downs & Dissolutions

Financial Leadership

Strategic Business Plans
Revenue Recognition Strategy
Investor Management
Contract Negotiations
Outsourced Manufacturing
Comparative Benchmark Study
Operating Financial Plans
Profit Improvement Plans
International Operations
Licensing Agreements
Board Advisory
Rolling Forecasts

Outsourced Finance services we deliver

Finance

Business Modeling
Cash Investment Assessment
Cash Management Policies
Department of Defense Contracting
Develop Standard Contracts
Equipment / Receivables Financing
Establish Best Practices
Financial Budgets & Forecasts
GSA Schedules
Internal Audits & Controls
Legal Liaison
Manage Audit Relationship
Manage Bank Relationships
Negotiate Growth, AR Lines
Negotiate Lines of Credit

Reporting

Annual Reports
Board Packages
Board Report Reviews
Cash Burn Analysis
Company Dashboard
Company Metrics
Financial Presentations
GAAP Financial Statements
Management Reports
Revenue Recognition Policy
SEC Reporting including filings on Forms 10-K, 10-Q and S-1
Variance Analysis Reporting
Waterfall Tracking

Key contacts

Michael Barry

CFO, Emerging Growth Practice Leader

Mike Barsotti

CFO

Rachel Fierberg

CFO

Thomas Muscarella

CFO

Joseph Lugo

CFO

Bob Murphy

CFO

Andrea Tiller

CFO

Anna Masker

CFO of Emerging Growth

Eunice Park

VP of Accounting