We create your strategic financial plan up front and then implement it all along the way. Our team members have overseen the full scope of financial operations for Fortune 500 companies. We do the same for you.
New York Based Strategic and Financial Planning Consultants
Behind every massively successful business is a strategic financial plan. As financial strategic planning advisors, we smooth out the inevitable bumps and bangs that accompany every new milestone and critical juncture.
Common situations we address:
• Unpredictable cash flow
• Keeping pace with rapid growth
• Accurately valuing an organization
• Fulfilling the desire to go public
No matter the issue, we begin by engineering a roadmap to your company’s goals. Then we work with you to make sure each step gets implemented.
Without the appropriate regulatory and internal controls in place, even the best financial plans can become derailed. We make sure that never happens.
Corporate Governance and Compliance Consulting
Without the proper attention to corporate governance and compliance, you could end up undoing everything you’ve built in a matter of days. Having the proper financial and internal controls in place is monumentally important. And if you aspire to go public, it’s essential.
As former senior finance executives for several public Fortune 500 companies, we understand the ever-changing regulations of agencies like the SEC. As such, we make sure you never fall out of compliance, miss a filing, or run astray of regulations you may not have even known existed.
Let us worry about your corporate legal compliance so you can focus on your business.
As a business owner you need just enough financial information to make decisions, but not so much that you become overwhelmed. We partner with you to assess the appropriate amount of reporting that will keep every level of your operation accountable to you at all times.