Systems Design & Implementation

Resource Planning & Execution

Accounting Quality Control

Audit Preparation

Financial Reporting


Financial Model Design & Analysis

KPI Tracking & Analysis

Data Analysis & Management

Board Packages

Market Research


Risk & Liquidity Assessment

Capital Structure Advisory

Capital Markets Assessment

Business Development Advisory

Finance Team Recruiting

We assist our clients in developing finance and accounting processes and procedures to cost-effectively set up a finance and accounting organization appropriately sized that can scale as the company grows.  We attempt to do so with minimal burden on entrepreneurs and product development teams.  

Building financial models, analyzing operational trends, and developing reports for stakeholders are key elements of our financial expertise as investment bankers.  We employ these same skills across our service lines to provide our FPM clients with tailored models and reports to inform management's decision making and provide stakeholders with current data.

Our depth of experience allows us to be a qualified senior financial resource for entrepreneurs, management teams, and boards.  We can bring a valuable outside perspective to our clients as they navigate the challenges and opportunities of growth to help them become successful companies.