Services

Support Enterprise Life Cycle

Supporting businesses through all stages, from seed to growth, with strategic finance, M&A, and expansion services.

Proof-of-Concept (Series Seed)

  • Financial Business Model
  • Accounting & Finance Set-Up
  • Capital Structure Decisions | Fundraising

Build (Series A and B)

  • Implement Finance Function
  • Financial Audit Prep
  • Implement Management and BOD reporting cadence

Turnaround

  • Cash Flow Management
  • Balance Sheet
  • Review Unit Economics and Customer and Product Profitability
  • Elevate (and Simplify) Processes and Internal Controls (remove “waste”)
  • Upgrade Talent

Growth (Series B and C)

  • M&A Integration
  • International Expansion (e.g. Brazil, UK, Western Europe and India)
  • Value Creation Process
  • Balance Sheet Review and Clean-up

Financial Planning & Analysis

We offer comprehensive financial planning, analysis, and modeling services, optimizing KPIs, unit economics, cash flow, and team recruitment for strategic decision-making and sustainable growth.

  • Build a Financial Operating Model
  • Understand and track KPI’s | OKR’s
  • Unit Economics (Pricing Decisions; Costing; Inventory Management)
  • Management and BOD Decks
  • Cash Flow Management
  • Recruit and Onboard FP&A Team

Accounting

We enhance accounting processes, implement ERP solutions, optimize capital structure, and provide M&A advisory, risk management, and expert recruitment to support financial stability and growth.

  • Elevate Internal Accounting Close Process
  • Elevate Internal Control Framework
  • Outsource accounting functions
  • ERP Implementation (Quick Books to NetSuite | Sage)
  • Mergers and acquisitions (M&A) advisory
  • Capital structure optimization
  • Implement Risk management Framework
  • Insurance Framework
  • Recruit and onboard Accounting Professionals

Tax

We provide expert tax compliance, international planning, audit support, and solutions for complex situations, alongside recruitment and onboarding of specialized tax professionals for seamless operations.

  • Tax Compliance and Provision (ASC 740)
  • International Tax Planning
  • Solutions for Complex Tax Situations
  • Federal and State Tax Audits
  • Recruit and onboarding a Tax Team

Technology

We provide data-driven decision support through advanced tools like PowerBI, implementing insightful dashboards to guide strategic choices. Additionally, we prepare businesses for GenAI applications, ensuring they are equipped to leverage cutting-edge technologies for future growth and innovation.

  • Data-driven decision support (Implement PowerBI and relevant dashboards)
  • Readiness for GenAI applications

Transactional

We help businesses prepare for exits by updating financial models, enhancing processes, and negotiating with lenders. Our services also include M&A integration and implementing strategies for financial value creation, ensuring successful transitions and long-term growth.

  • Prepare for an Exit (Update Data Room, Financial Model, Financial Review and Elevate Financial Processes)
  • Negotiate with Lenders
  • M&A Integration
  • Financial Value Creation Process

Our logo encapsulates the essence of our brand. The Falcon in flight symbolizes agility and strategic oversight, while the surrounding elements of peace and protection represent our commitment to sound advice and stability. The subtle integration of the Boston skyline pays homage to our roots and reflects our global outlook.

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