Charting a Course to Financial Success

Clients

  • We provide chief financial officer services for this international diversified investment company.

  • We provide chief financial officer services for Chateau Bu-De Vineyards and Winery.

  • We provide chief financial officer services for this leading collector of consumer medical receivables.

  • We provided chief financial officer services for this leading credit and collections software development company.

  • We provided chief financial officer services for this leading purchaser of consumer medical debt.

  • We provided outsourced back office accounting services for this temporary staffing company.

  • We provided benchmarking analysis and financial modeling services for a dealer of this home remodeling company.

  • We provided interim chief executive officer services for this multi-unit retail furniture chain.

  • We provided interim chief financial officer services for this electronic manufacturing services company.

  • We provided expert witness services in connection with the Trustee's attempted re- characterization of venture capital secured debt as equity. Our report provided detailed empirical support for construing the venture capital as equity rather than debt and provided the basis for creditors to receive a substantial return on their unsecured claims.

  • We sourced the transaction, provided valuation services, and represented the sellers of a multi-store video retail chain in its sale to a national strategic buyer.

  • We provided advanced financial modeling services for the expansion of an accounts receivable management company.

  • We were engaged to prepare a business plan for an internet-based consulting services referral and contracting web site. After successful first round funding, we provided ongoing financial, marketing, and operations advisory services.

  • We were engaged to provide competitive market research for expansion of this subsidiary of a Fortune 500 corporation.

  • We provided on-going field audit examination and business valuation work for this northern Virginia based commercial lending institution.

  • We provided interim chief operating officer services to this leading manufacturer and international distributor of premium nutritional supplements.

  • We were engaged to prepare a business plan for a start-up internet broadband streaming distributor of magazine content.

  • We were engaged to provide financial advisory services to an affinity organization providing affordable lifestyle options to senior citizens.

  • We were engaged to provide advisory services to minority shareholders on the sale of the company.

  • We were engaged to prepare a business plan for an application service provider to the small business community.

  • We were engaged to provide advisory services to minority shareholders on the sale of the company.

  • We were engaged to prepare a business plan for a business affiliate and prepared competitive market research supporting business growth objectives.

  • We provided financial advisory services to the principals of a start-up application services provider for the business supplies industry.