Services

Our diverse perspectives and extensive business experience enable us to deliver tools and services that help clients confidently steer their business, whether managing daily operations or navigating major events.

Models and Forecasts

Align projections with vision,

strategy & plan

Build High-Conviction Projections

Review/refine strategy & positioning
Define action plan & narrative
Align forecast to narrative & action plan
Support key value drivers with data & solid arguments
Build on process-driven assumptions

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Design Financial Models

Design client-specific financial models for operations, budgeting & forecasting
Leverage varied experience to quickly grasp key business drivers
Use diverse perspectives to challenge and enhance ideas
Build intuitive, reliable, comprehensive models

Presentation Materials

Develop effective and cohesive written and oral communication

Craft Polished & Effective Deck

Emphasize uniqueness & strengths of business model
Articulate clear vision, strategy & plan
Highlight compelling opportunities

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Prepare Client for Presentation

Review all key arguments
Align arguments to highlight each slide's message
Ensure clarity and confidence in oral presentation

Financial Due Diligence

Prepare for or execute financial due diligence on behalf of clients

Prepare for Financial Due Diligence

Prepare financials for investor review
Prepare management for comprehensive financial due diligence process

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Execute Financial Due Diligence on M&A Target

Review deck and all presentation materials
Review forecast
Review strategy and test cohesiveness with financials and forecast
Produce a comprehensive analysis of financial information
Discuss findings with client and target management
Present analysis to client

Valuations

Deliver 409A & Estate Planning/Gifting Valuations

Keen business acumen
Grasp of complex cap tables
Comprehensive reports
Quick turnaround