CFO Advisory Services uses a method called a “diagnostic review” to identify key accounting financial, operating and marketing indicators to help improve profit and cash flow. Working as a key member of your company’s management team, we monitor and evaluate the effectiveness of each initiative, adjusting them as necessary to enhance your business.

The CFO Advisory Services team assists clients in achieving key milestones, including:
  • Developing and executing exit or succession plans
  • Finding the right capital structures, including raising investment capital and debt financing
  • Identifying growth strategies
  • Negotiating partnerships
  • Making key introductions for strategic alliances
  • Advising on capacity and pricing matters