Small & Midsize
Business Services
Quick organization assessments, systems roadmap, and back office efficiency assessments can be performed for approximately $5,000 - $10,000 depending upon the scope.
FRACTIONAL CFO SERVICES
Bank Relationships | Budgeting, Forecasting & Long Term Planning | Capital Project Planning & Return Analysis Auditors & Annual Financial Statements | Business Scenario Planning
OPERATIONS & MANAGEMENT REPORTING
End-to-End Customer Relationship Management (CRM) Advisory & Financial Modeling | System Implementation & Optimization| Operational Efficiencies & Process Improvements |
KPI & Performance Measurement | Organizational Efficiency & Cost Reduction
MERGERS & ACQUISITIONS, DISPOSITIONS AND FINANCING
Financial Due Diligence & Contract Review | Transaction Modeling | Loan Origination & Covenants | Acquisition & Operating Agreements \
“Jim was instrumental in helping bridge our needs gap as we began to rapidly scale our business. Jim was able to assist with: negotiations with prospective dentists and the complicated related contracts; provide financial modeling including complex waterfalls; provided a needs system assessment for Sage Intacct & related back office systems as we scale. Jim’s background with multi-location and complex consolidation businesses was extremely valuable and was a trusted advisor for us.”
Dustin Netral, CEO
Vista Verde Dental Partners