CEO’s / Owners

  • Searching for Interim CFO services
  • Concerned about too much working capital
  • Need to dispose of non-core assets

PE Investor Groups

  • Need an Interim CFO to cover a short-term opening
  • Need more visibility into liquidity requirements
  • Need to get your portfolio company ready for a liquidity event

Sitting CFOs

  • Need financial management assistance
  • Need profitability analysis completed

Lawyers / Bankers

  • Client is struggling financially…They are unsure of cause or cure
  • Client needs to arrange new capital or new bank financing