A small business founder/operator has been busy running the business and hasn’t be able to assess it from the 10,000 foot level with a trust finance partner. Someone would could challenge assumptions and processes to drive it forward.

A small middle market firm acquired another organization and needed systems and processes integrated but more importantly needed to know how the finances of the acquired are to make sure they are hitting their financial goal.

Old, antiquated systems no longer provide the business with real time, accurate reporting due to data issues. A system selection and implementation is needed to move the business forward.

A middle market firm needs improved budgeting and forecasting systems and models to develop internal operational KPIs, to satisfy Board of Director reporting and oversight and to accommodate debt covenants.

A medium size nonprofit needed to maximize its current sources of revenue but develop other creative sources without jeopardizing its 501(c)3 nonprofit status