—  SERVICES —

Corporate Risk management and financial planning

Whether you are already working with someone or just want a second opinion, our firm and its affiliated industry professionals can assist you in ensuring that you are not leaving cash on the table.
Our firm and strategic partners can assist in valuation, due-diligence, and private investigation services in order to give you a peace of mind prior to acquiring or selling. 

Valuation & Due Diligence

Whether you are already working with someone or just want a second opinion, our firm and its affiliated industry professionals can assist you in ensuring that you are not leaving cash on the table. Our firm and strategic partners can assist in valuation, due-diligence, and private investigation services in order to give you a peace of mind prior to acquiring or selling. 

Fundraising Consultation

We have established relationships and a deep network of funding sources to help secure the right resources for your organization's long-term growth. We assist our clients in securing grants, in-kind donations, corporate sponsorships, and charitable contributions. Our expertise includes identifying potential funders, building partnerships, and navigating the complex landscape of nonprofit fundraising to ensure sustainable support for your mission.

Strategic Planning Services

Whether you need to reorganize your company or layout a 5-year+ strategic plan, our firm is ready to give you a hand and help you achieve your strategic goal. We carefully curate a plan with your organizational goals, and a plan of action to reach them. In a nutshell, we work with you to set priorities on resources, division synergies, operations improvement, employee and stakeholder guidance towards objectives, and customer acquisition - to ensure successful implementation to reach your desired goal.

In addition, our firm offers specialized services for educational institutions, including compliance with federal government education financial standards, securing government funding, and ensuring accurate NCES reporting. We conduct preliminary audits for accreditation to help institutions meet rigorous standards, and perform sustainability reviews to ensure long-term viability. Our expertise also extends to providing strategic financial planning and operational support, ensuring that your institution not only meets compliance requirements but also thrives in its mission to deliver quality education.

Succession Planning & Specialized Search

Whether you decide to retire or leave the company after a merger, our firm can assist in your succession plan. We work alongside you to source, hand-pick, and develop internal employees/executives who display readiness in assuming leadership roles. We also pre-source a pipeline of back-up candidates for specified or specialized senior executives positions. 

Outsourced COO & CFO

Our firm leverages its founders' experiences to offer interim Operations and Financial expertise as a service. We understand that some early-stage companies do not have the resources to hire full-time executives. Once the right candidate is found, we will ensure that he/she will easily pick up right where we left off. Our founders have been involved in turnarounds, operational planning, financial analysis and auditing, contract negotiation, business development, and operation restructuring.