- Budgets, forecasts, strategic and operational plans
- Contract review, recommendations and negotiation
- Fundraising including investor introductions
- Financing Strategies – working capital, AR and equipment lines
- Financial Statement preparation and variance analysis
- Management and board reporting, including dashboards, metrics and waterfall tracking
- Relationship management with banks, boards, CPA firms, insurers and lenders
- Restructurings
- Revenue recognition strategies
- 409A valuation reviews