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Financial excellence

Financial Performance Services

  • Develop & monitor key metrics for your business

  • Assist with system evaluation, selection and implementation

  • Review current financial statements and management reports, then facilitate improvement

  • Build reporting systems, including evaluating new or existing corporate performance management systems (CPM) and supporting design and implementation

Snowcap Mountains

Achieve Financial Excellence

Financial Planning & Analysis

  • Financial modeling & scenario analysis

  • Pricing strategy, models and analysis

  • Budgeting, forecasting and projections

Corporate Governance & Investor Relations

  • Board reporting packages and presentations

  • Shareholder communications

  • Delegation of authority

Risk Management & Compliance

  • Review commercial insurance (including property, casual, auto, work comp)

  • Review D&O insurance

  • Business licensing support (local, state & federal)

Transaction Support 

Acquisitions & Divestitures 

  • Perform due diligence

  • Negotiate and structure deals

  • Provide transaction document review and support

  • Real estate acquisitions, sale and lease support

Post-Transaction Integration

  • Systems, processes & controls

  • Forecasting & reporting

  • HR & workforce planning

  • Financial systems including CPM, BI, ERP

Meeting Room

Debt & Equity Financing

  • Sourcing investors and lenders, including traditional, alternative and asset-based lenders, venture capital, private equity and family office investors

  • Develop pro formas

  • Manage due diligence & legal processes

  • Negotiate terms

  • Review documents

  • Setup financial reporting process to support deal requirements

  • Support for establishing a debt facility alongside an equity raise

Corporate Restructuring

  • Financial analysis & detailed cash flow projections

  • Working capital analysis

  • Vendor & debt agreement review

  • Succession planning and structure

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