SERVICES

The following services are performed under the leadership of Dan May. 
Execution is performed using independent contractors with expertise in required areas.


Part-time and Interim CFO:

  • Critical Transition Support

  • Immediate Leadership

  • Quality Oversight

Financial and Strategic Consulting:

  • Capital Structure

  • Financial Modeling and Analysis

  • Budgeting and Forecasting

Project Management:

  • Capital Project Leadership

  • Significant Initiative Oversight

  • Process Improvement


Transactions & Financings:

  • Capital Formation and Funding Consultation

  • Negotiation of Credit Facilities or Alternative Debt

  • Exit Strategies and Succession Planning

Valuation:

  • Business Valuation

  • Purchase Price Allocations

  • Stock Option Evaluation

Mergers and Acquisitions:

  • Target Evaluation

  • Due Diligence

  • Structure and Negotiation

  • Intregration leadership


Executive Management:

  • Board Reporting and Presentations

  • Financial Statement Oversight

  • Financial Policies and Procedures

Post-merger Integration:

  • Accelerated Transition Methodology

  • Cost Structure Analysis

  • Implementation Leadership