What We Offer
Payments & Merchant Solutions
Financial & Accounting Services
Executive & Strategic Advisory
Merchant Card Services – simple, transparent payment processing solutions that can effectively eliminate the cost to swipe.
Integrated Payment Systems – point-of-sale to online to recurring billing.
Treasury & Cash Management – optimizing working capital across accounts.
Executive & Strategic Advisory
Financial & Accounting Services
Executive & Strategic Advisory
Fractional/Contract CFO – strategic financial leadership without full-time cost.
Board Advisory – sit on boards, provide governance and financial oversight.
Business Planning – growth plans, restructuring, market expansion strategies.
M&A Support – deal structuring, valuations, due diligence, integration planning.
Financial & Accounting Services
Financial & Accounting Services
Financial & Accounting Services
Financial Modeling & Forecasting – scenario planning, cash flow, growth models.
Budgeting & Variance Analysis – practical systems to manage performance.
Financial Statement Review – insight beyond compliance, true performance analysis.
Corporate Structuring – optimizing Inc./Ltd./HoldCo structures for tax efficiency.
Tax Strategy Align
Financial Modeling & Forecasting – scenario planning, cash flow, growth models.
Budgeting & Variance Analysis – practical systems to manage performance.
Financial Statement Review – insight beyond compliance, true performance analysis.
Corporate Structuring – optimizing Inc./Ltd./HoldCo structures for tax efficiency.
Tax Strategy Alignment – working with accountants but positioning strategy upfront.
Operational Management
Entrepreneur & Family Enterprise Support
Financial & Accounting Services
Process Optimization – streamlining back-office, reporting, and systems.
Cost Control & Procurement – vendor negotiation, cost-saving analysis.
KPI & Dashboard Creation – making performance visible and actionable.
Business Continuity & Risk Management – ensuring resilience against shocks.
Capital & Financing Solutions
Entrepreneur & Family Enterprise Support
Entrepreneur & Family Enterprise Support
Debt & Equity Structuring – bridging between owners, banks, investors.
Bank & Investor Relations – presenting to financial partners professionally.
Vendor Take-Backs & Earn-Outs – structuring creative deals for acquisitions.
Grant & Subsidy Advisory – identifying and securing funding opportunities.
Entrepreneur & Family Enterprise Support
Entrepreneur & Family Enterprise Support
Entrepreneur & Family Enterprise Support
Succession Planning – transitioning businesses to next generation/management.
Family Office-Style Support – managing investments, reporting, and oversight.
Personal vs. Corporate Asset Structuring – maximizing after-tax wealth.
Advisory for High-Value Purchases – vehicles, properties, equipment.