- Interim or part-time CFO services for family businesses
- Financial projections/modeling and business plan creation
- Accounting and finance structure advice
- Financial statement review and presentation
- Tax strategy and liaison
- Audit management
- Valuation or due diligence management
- Business advisor introductions and management; legal, tax, capital markets, audit, bank, cash management, insurance, and leadership coaching
- Expert witness and independent consultation for legal, valuation, or M&A transactions
