Fractional CFO and Strategic Financial Advisory Services
We specialize in strategic financial advisory for small and medium-sized businesses with < $10mm in annual revenue. Our principals are experienced in a number of industries, in particular renewable energy, commercial real estate, and high growth startups. We have a passion for nonprofits and veteran, first responder, and LGBT owned businesses.
Corporate FP&A
Financial Planning and Pro Forma Model Development
Budgeting and BvA reviews
Strategy, KPI development, and Cash Flow Planning
Fundraising (including VC/PE, debt, and other capitalization options) and Cap Table Modeling
Business Scaling / Long Term Planning
Employee and Personal Financial Advisory provided through our partner BBV Capital
Capital Stack Development and Structured Finance, including tax equity, cash equity, project finance, and PACE
Project Techno-Economic Analysis, including DCF model development and review (revenue and return analysis)
Transaction Advisory / Asset-Level M&A (Energy projects and Commercial/Multifamily Real Estate)
Project Development and Commercial Strategy Planning