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Providing a Transformational Bridge to Excellence

When the numbers don’t make sense ... don't guess. Call us.
Forum Financial, LLC
Michael DeDonato J.D., M.B.A.
310-710-6334
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SERVICES
We are here to assist you in achieving your Strategic goals and objectives via Entity formation, Financial and Accounting support. Our customer-centric focus is geared to providing value added functionality via time-tested and proven methodologies.
These activities include: LLC, Corporation and Partnership formation,
Strategic Mastery, Managerial Consulting, Equity Structuring. Loan Packaging, Exit Planning, Mergers & Acquisitions
Pitch Development, Lending and Investor Presentations, Sell and Buy side preparation, Due diligence preparation and coordinatio
Audit coordination & preparation
Monthly and annual closings
Financial Reporting
Transactional activities:
- Cost Accounting (Standard, A-B-C, Process, etc.)
- Accounts Receivable
- Accounts Payable
- General Ledger
- Fixed Asset
Financial Planning and Analysis (FP&A)
Metrics Development and Measurement
Budgeting and Variance Analysis
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