Finance and Business Consulting

Project Work

Review capital structure – help with debt financing strategy

Help procure and negotiate new debt – extra set of eyes to review and edit loan documents

Experience with all 3 credit rating agencies – can help obtain and maintain credit rating

Review daily Treasury Management functions – recommend fraud mitigation strategies

Review commercial insurance program – assist with renewals

Review unclaimed property process

Ongoing

Mentor and advise CFO/Controller – help interview new accounting/finance staff

Ongoing loan compliance – review loan docs and assist with covenant calculations and officer certificate compliance

Review and help prepare Board presentations

Review member and outside communications

Budget and forecasting assistance and review

Pricing is Flexible

Project work can be hourly or by the project

Ongoing work is priced with a small monthly retainer