Our services are broad in scope, but every engagement intensely focuses on the specific needs of the client. From strategic consulting, organizational structuring to interim executive management, we endeavor to build relationships that deliver value and endure.

We are based in Los Angeles, California but we expertly provide services to organizations and businesses throughout California and across the U.S.

Interim Management: CFO/COO management on a temporary, crisis, or permanent basis. We integrate rapidly and seamlessly into your operations. We make an immediate impact, handling critical transactions, monthly reporting, cash management, financial planning, restructuring operations and procedures, team building, mentoring staff as well as serving as a sounding board and financial advisor to top management.

Fractional CFO: Often a part-time CFO consultant is what is needed to get the benefit of a CFO at a more manageable cost. We focus on key areas of concern, provide oversight, and guide and mentor your staff to focus on what is most important.

Turnarounds: We will develop a comprehensive turnaround plan in conjunction with management, covering all critical issues including risk and opportunity assessment. We hit the ground running, with a sense of urgency. Moreover, we implement and monitor the turnaround effort and stay involved as long as needed.

Crisis Management: We can help ownership deal with catastrophic financial, management, or environmental issues with a sense of urgency to restore organizational equilibrium as soon as possible.

Working Capital Management & Cash Flow Optimization:  We help you align and balance your working capital to your growth initiatives.  We’ll introduce you to financial sources, assist with the development of the deck and forecasts, coach the presentation, handle bank application paperwork, and help you negotiate and close the deal.  We can also assist you with SBA, PPP, and EIDL loan application and PPP forgiveness.

Strategic Transaction Assistance: We can prepare you and your business for a sale, due diligence, or acquisition integration. We scope out the process, identify critical needs and issues, and work with you, your staff, bankers, and other constituents until the transaction is successfully completed.

Performance Optimization: We will help you right-size your organization, improve margins, fine-tune inventory levels, and maximize cash flow.

Special Projects: We take the lead on special projects such as restatements, Sarbanes-Oxley compliance, corporate governance, and other tasks that would tax the existing staff or prevent it from carrying out day-to-day duties.