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Services Provided

CFO Oversight

As a CFO advisor, I will provide your business with comprehensive financial analysis and advice. I offer monthly and quarterly financial reviews that include actionable variance planning, as well as the development and implementation of company policies and procedures. My goal is to ensure that your business remains on track and budget.

Company Analysis

Growth Support Analysis

I offer a thorough evaluation to connect companies and banking.  I provide growth effect evaluation, capital interest investigation, and assess the marketability of capital backing to various capital suppliers. With this research, I give clients a full understanding to help them settle on educated choices about their development potential.

Start-Up Analysis

A comprehensive service that includes projection preparation and underwriting. I will help you accurately create projections and assemble the necessary paperwork for underwriting, guaranteeing a seamless and successful process. With my specialized services and unique expertise, you can be sure that your business is headed for success.

Project Analysis

I provide an in-depth evaluation of a project's economics, including analysis of the economic cycle, cash flow impact, and implementation analysis. My goal is to assess the viability of a project and identify potential risks and opportunities, enabling you to make informed decisions and maximize the potential of your project.

Using my background in the banking industry, I am able to assist companies that want to build stronger connections with their banking partners. I offer expertise in covenant comprehension and negotiation, forbearance analysis, and bank change support, so clients can feel confident in their banking relationships. I will ensure that your business is well-positioned to take advantage of all available opportunities.

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