Elevate your financial strategy with our expert fractional FP&A services. We provide tailored solutions to drive your business forward.
Core Services
- Budgeting and Forecasting
- Financial Reporting and Analysis
- Strategic Planning
- Operational Finance
- Board & Management Reporting
- Financial Due Diligence
- Profitability Analysis
- Investor Relations Support
- Fundraising Support
Additional Offerings
- Financial Systems
- Process Improvements
- Treasury Management
- Industry Benchmarking
- Due Diligence
- LBO Modeling
- Quality of Earnings Analysis
- Financial Training and Education
Financial Planning & Analysis (FP&A) Services
- Professional Investor Quality Reporting Package
- Monthly GAAP Compliant Financial Statements Reporting & Analysis
- Income Statement
- Balance Sheet
- Cash Flow Statement
- Metrics Reporting & Analysis
- Cash Flow Analysis & Forecasting
- Forecasting & Long-term Financial Modeling
- Annual Budget Preparation
- Scenario Planning
- Financial Dashboards
- Workforce Planning
- KPI Reporting & Analysis
- CapEx Investment Analysis
- Breakeven Analysis
- Profitability Analysis - Sales by product line, channel, geography to assess growth
- Review working capital, inventory, accounts receivable/payable, and cash conversion
- Competitive Analysis & Insights on financial trends
- Ad hoc/custom reports, if needed
Investment Banking Services
- M&A services - For business owners who are looking to sale their business
- Capital Raising services - For business owners who are seeking funding for growth and expansion
- CIMs & Pitch Decks
- Due Diligence
- Quality of Earnings Analysis
- EBITDA analysis and adjustments
- Valuation
- Market Research and Analysis