Strategic Services
- Equity compensation accounting advice
- Coordination of periodic 409A valuations with Company’s 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