FINANCIAL STRATEGY DEVELOPMENT
- Crafting long-term financial strategies aligned with business goals.
- Advising on investments, expansions, and other major financial decisions.
BUDGETING and FORECASTING
- Preparing and managing budgets.
- Providing cash flow projections and forecasting future financial performance.
TAX PLANNING & COMPLAIANCE
- Providing advice on tax strategies to minimize tax liabilities.
- Ensuring compliance with local, state, and federal tax regulations.
MERGERS & AQUISITIONS SUPPORT
- Assisting with financial due diligence in M&A activities.
- Providing post-merger financial integration support.
RISK & CASH FLOW MANAGEMENT
- Identifying and mitigating financial risks.
- Ensuring compliance with regulations and industry standards.
- Monitoring and managing cash flow to ensure the business can meet its financial obligations
- Advising on working capital management.