Planning/Strategy/Transaction Advisory Services

Home /  How We Help /  Planning/Strategy/Transaction Advisory Services


We know business growth isn’t linear.  We also know that the changes you need to make to get to the next level can be unsettling.  Whether it’s entering a new line of business, making an acquisition, finding funding, or passing the business down to the next generation, you need more than just a traditional CFO. You need someone who can focus on the financial, operational and strategic aspects of your company.  That’s where we can help.

We start here:  Where do you want to be in 3-5 years?

That tells us where you want to go.  If you aren’t sure, we’ll help you think of the possibilities, the growth opportunities and help you craft your vision.

From there,  we follow a proven process to get you there.

  1. Understand the vision: We look at where you want to go, and then lay out the financial roadmap to get you there.  We’ll evaluate your current business model, how you make money, your go-to-market strategy and help understand what resources (i.e., people, equipment, funding) you will need to get there.
  2. Identify the underlying issues: Before we take the first steps to implementing the vision, we need to analyze the current business to see what needs to be addressed first.  Maybe you are having issues with cash flow, or maybe you don’t have the right infrastructure in place to grow the organization. We’ve been down your road before and we know how to get you back to a place of profitability and growth.
  3. Prioritize the need: Once we’ve identified the things that may be holding you back, we’ll work with you to prioritize the critical areas we need to address first.   You’ll have a clear idea of how we’re going to get from where you are today to where you want to be.
  4. Stabilize the financials and processes: Often times weak financials and processes are the biggest inhibitors to firm’s growth.  Growth requires stability and scalability. First we make sure your financial foundation is strong, and ensure that your processes are standardized and replicable to allow you to scale to the new levels you aspire to.
  5. Execute the plan: Once the foundation is in place, we start actively working with you and holding you accountable to put the plan into action. Whether it is helping you to secure the financing you need, organizing your infrastructure or being your sounding board and advisor on difficult decisions.
  6. Measure the ROI: What gets measured gets done.  We’re firm believers in that.  Once the plan is in motion, it’s time to measure progress against it.  Through weekly, monthly or quarterly reviews we’ll help to make sure you are on track, and we’ll help establish some Key Performance Indicators to keep you focused and to measure your ROI on your efforts.

Our Advisory services go beyond the traditional role of CFO as watchdog and scorekeeper to being a strategic advisor and active member of the leadership team. We focus on the financial and operational sides of your business.

Our services include:

  • 3-5 year Strategic Planning
  • Mergers & acquisitions
  • Capital raises and financing
  • Financial Modeling
  • Cost analysis & reduction
  • Key Performance Indicators (KPIs)
  • Budgets and forecasts
  • Creation of business plans
  • Cash flow management
  • Organizational design
  • Exit strategies

Contact us today to see how we can help you achieve your vision for your firm.

Recent Posts

Contact Us

179-15 Route 46 West #187
Rockaway, NJ 07866

Tel: (973) 659-1430
Fax: (973) 659-1490

Get Our Newsletter

Join our newsletter today by signing up using the below link.

* Required

Like What You See?Join our newsletter for the latest tips & tricks of small business finance

* Required