Typically working directly with the entrepreneur or business owner we augment your capabilities and expertise. Providing services like those listed below. Services that help you accelerate. Getting you to your objectives with greater velocity.
Outsourced Management Services:
ˇ Mentor capital to Entrepreneurs and CEOs dealing with venture-backed Boards for the first time
ˇ Assistance with strategic positioning of the company and business plan creation
ˇ Development of business, pricing and product profitability models
ˇ Establishing sales compensation plans and leading sales force development
ˇ Creating integrated online and offline marketing campaigns
Financing Services:
ˇ Securing angel, first and subsequent rounds of venture capital and other types of financing
ˇ Creation of investor presentations and soliciting investment from private equity and venture capital funds
ˇ Establishing commercial bank and lease lines of credit
Merger and Acquisition (M&A) Services:
ˇ Development and execution of liquidity strategies for founders and their investors, including the sale and merger of the company
ˇ Establishment and execution of corporate development strategies including establishing M&A target criteria, identifying potential acquisition targets, buy-side due diligence, executing LOIs and negotiating definitive agreements
ˇ Securing joint venture and strategic partnering opportunities
ˇ Pre- and post-merger financial and operational integration planning and execution
Financial Modeling:
ˇ Preparation and review of strategic plans
ˇ Assistance with acquisition and financial modeling
ˇ Completion of detailed annual departmental budgeting
ˇ Creation and/or review of bill of materials and supply chain efficiencies
Corporate Governance Services:
ˇ Start-up Board member to assist in development of the company
ˇ Assistance with creation of incentive stock option (ISO) plan
ˇ Implementation of Sarbanes-Oxley compliance regimens
Risk Management:
ˇ Review and analysis of existing risk management programs including D&O, P&C and other insurance programs
ˇ Review and analysis of existing medical and other employee benefits programs
ˇ Selection of new risk insurance, medical insurance and other employee benefits program designed to minimize cost and/or maximize employee retention
