Corporate Strategy
- Strategies for growth: organic, inorganic, and through acquisition
- Business plan and business model design, and pivots
- Competitive analysis & market sizing
- Strategic planning and executive offsites
- Strategy Toolkit: pricing, OKRs, Five Forces, etc.
- Micro and macro economic analysis
CFO & Financial Services
- Forecasts & budgeting
- Cost optimization and SG&A transformation
- Investor and board reporting
- Short-term cash flow and turnaround services for investors and creditors
- 409A, fairness opinions, intellectual property, and fair market valuations
- Capital raise guidance through debt or equity
M&A Advisory
- Buy-side commercial due diligence for Private Equity, Family Office, and corporate M&A
- Integration advisory and 100-day plans
- Roll-up strategy and target identification
- Exit-planning for portfolio companies and founders looking to transition
Operations
- Process improvement, resource allocation, and workflow efficiency
- Skills-gap analysis and headcount optimization
- Granular revenue to cost analysis for divisions or specific projects