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Strategy Consulting

  • Review of overall financial direction of the company

  • Evaluation of what’s working financially and what is not

  • FP&A (financial planning & analysis) process review


Transaction Management

  • Manage debt or capital raise

  • Prepare company for sale

  • Assisting with Mergers or Acquisitions

  • Providing integration leadership

Company Board Services

  • Temporary C-executive during transitions

  • Board membership (financial member)

  • Specific research or project requests

Restructuring and turnaround

  • C Level Consulting

  • Help stabilize operations

  • Determine realistic financial future

  • Debtor negotiations

  • Bankruptcy and litigation management

  • Chief restructuring officer role

Technology Consulting

​Bringing the highest level of talent available straight to you. Your personal coach and mentor. All Wall Street without the Wall Street.


  • C Level Consulting

  • Office 365 Integration  

  • Sharepoint Integration  

  • Microsoft Dynamics

  • Mentoring 

  • ​Coaching 

  • Hiring 

  • Management Training 


Connecting Industry Experts to your problems.

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