top of page
​​

Executive Summary

SERVICES:
​

  • Entity formation

  • Exits, Mergers and Acquisitions

  • Interim CFO Services

  • Financial Planning and Analyses

  • Monthly/Annual Closes

  • Audit preparation

  • Transactions (Sell side preparation and due diligence)

  • Project consulting

  • Capital Raises

  • Loan Packaging

DIFFERENTIATORS:

  • Deep understanding of the critical role served by the Finance and Accounting functions

  • Customized and personalized service geared to meeting our clients' strategic and tactical goals

  • Impressive network of strategic partners including bankers, investment bankers, investment advisers, legal and CPA firms

MARKET FOCUS:

  • ​Southern California

  • Privately held

  • Small to middle market

  • Health care, manufacturing, defense and aerospace, construction, education

INTERIM AND SPECIAL PROJECTS:

  • Preparing companies for sale (Cash to Accrual, Due Diligence, etc.)

  • Audit preparation, periodic closings, financial reporting, financial and strategic analyses, managerial and operational guidance

  • Fill vacancies due to departure, new positions, sickness, travel, absences, or reassignments

bottom of page