Strategic Services

  • Equity compensation accounting advice
  • Coordination of periodic 409A valuations with Company‚Äôs independent valuation firm
  • Annual review of corporate insurance coverage
  • Company executive, Board of Directors, and investor communications and planning
    • Board and executive-level strategic business planning and assessment
    • Preparation of Investor and BOD presentations
    • Development of executive financial reports and dashboards
    • Periodic review of financial forecasts
    • Financial mentoring for founders and executive staff
  • Strategic Operations Planning
    • Development and oversight of annual strategic operating plans and budgeting
    • Industry benchmarking and pricing models
    • KPIs, business metrics identification and analysis
    • Compensation, MBO, and commission strategies, planning, and implementation
  • Corporate and Business Financial Modeling
    • Multi-year corporate financial modeling and forecasting
    • Profitability, margin analysis, and improvements
    • Performance tracking processes and procedures
    • Business case modeling