Our Services

 

Whether you are just dreaming of starting your new business or have a very complex group of companies, we partner for long term relationships to help you enhance your shareholder value through organic and M&A growth. We are agile, innovative and provide optionality to lead and/or supplement your team with interim management and special projects. 

 

 

 

Mergers & Acquisitions (M&A) Advisory

 

Selling your business or looking

to buy others?

 

We provide Mergers & Acquisitions

(M&A) services providing guidance

through leading or co-leading the

entire process of selling your

business or acquiring new

businesses. We help with

collaborating to identify and refine

strategic goals, build and enhance

financial models, valuations,

second opinions on existing

valuations, crafting M&A deal

structure, financing and due

diligence. 

 

 

Fractional Chief Financial Officers (CFOs)

 

Looking for short or long term

financial leadership or expertise?

 

We provide fractional CFO services

with the goal of partnering with you

for long term relationships, ranging

from special startup projects such

as building or enhancing your

financial models or scaling up with

Financial Planning and Analysis

(FP&A), Tax and Cash Optimization.  

 

Mergers & Acquisitions (M&A) Advisory

 

Selling your business or looking to buy others?

 

We provide Mergers & Acquisitions (M&A) services

providing guidance through leading or

co-leading the entire process of selling your

business or acquiring new businesses. We help

with collaborating to identify and refine strategic

goals, build and enhance financial models,

valuations, second opinions on existing

valuations, crafting M&A deal structure,

financing and due diligence. 

 

 

Fractional Chief Financial Officers (CFOs)

 

Looking for short or long term financial leadership

or expertise?

 

We provide fractional CFO services with the goal of

partnering with you for long term relationships,

ranging from special startup projects such as

building or enhancing your financial models or

scaling up with Financial Planning and Analysis

(FP&A), Tax and Cash Optimization.  

 

Mergers & Acquisitions (M&A) Advisory

 

Selling your business or looking to buy others?

 

We provide Mergers & Acquisitions (M&A) services providing guidance through leading or co-leading the entire process of selling your business or acquiring new businesses. We help with collaborating to identify and refine strategic goals, build and enhance financial models, valuations, second opinions on existing valuations, crafting M&A deal structure, financing and due diligence. 

 

 

Fractional Chief Financial Officers (CFOs)

 

Looking for short or long term financial leadership  

or expertise ? 

 

We provide fractional CFO services with the goal of partnering with you for long term relationships, ranging from special startup projects such as building or enhancing your financial models or scaling up with Financial Planning and Analysis (FP&A), Tax and Cash Optimization.  

 

Sam McQuade,

Founder and CEO 

"Our difference is our people.

We are global, curious, nimble and we find solutions!"

 

Second opinions

with business

valuations 

Strategic & Financial Planning & Analysis (FP&A)

Multi- Year Financial Models

Business

Valuations

Driving EBITDA growth with Mgmt Dashboards, KPIs

Financial Systems Review,

Set up & 

Automations

Accounting Software Implementation

& Migration

Financing

Support

Tax 

Optimization

Executive and Board of Directors Reporting 

Ownership Transitioning Planning

Cash Flow Analysis, Reporting

& Advisory

Due Diligence

Risk/ Insurance Services

Management

Risk/ Insurance Services

Management

Financial Negotiation and Structuring

Financial Negotiation and Structuring

Due Diligence 

Mergers & Acquisitions (M&A) Advisory

Ways We Support You

 

Reach out to us for customized advice

Still unsure?

We’re here to assist!

 

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