Services

  • Accounting, banking & finance

  • Chart of accounts, general ledger, accounting systems
  • Revenue recognition, GAAP
  • Budgets & financial statements
  • Cash flow forecasting and management
  • Statutory compliance e.g., sales tax, employees v. consultants
  • Oversight roles – bookkeeper, tax, legal, accounting, etc.
  • Financing growth via elimination of past due receivables
  • Capital needs/structure
  • Business Strategy, exit planning

  • Annual business plans
  • Needs assessment of talent, service offerings, clients, etc
  • Competitive framework
  • Industry landscape now and future
  • Evaluation of longer term plans, exit options
  • Client contract evaluation, negotiation

  • Establishing long term “win-win” contracts
  • Pay for performance where appropriate
  • Interface with client procurement and/or compensation consultants
  • Disciplined scope of work process

  • Design and implementation of transparent documentation
  • Clarity on “deliverables”
  • Use of metrics e.g., limiting # of revision rounds
  • Dealing with scope creep
  • Employee compensation models

  • Fixed v. variable compensation
  • Link to client performance metrics
  • Commissions, bonus plans
  • Stock/options
  • Agency Operations

  • Project management tools that enhance control, billing, cash flow
  • Systems to measure and manage staff utilization, client profitability
  • Implementation of key metrics
  • Talent recruitment, utilization of job description, interview process
  • Training of finance and operations staff
  • Vendor management using procurement techniques
  • Internal v. outsourced HR
  • Real estate options – virtual employees
  • IT alternatives e.g., cloud computing
  • Overall operations process design and improvement
  • Investment Banking

  • Mergers & Acquisition transactions:
  • • Sell-side
  • • Buy-side
  • Capital structure/Financing