SERVICES

Jim Thurston brings over 20 years of transformational leadership in finance, accounting, systems and operations for Fortune 500 businesses in the U.S. and abroad. Through a broader network of capabilities, Thurston Advisory is able to deliver on projects at any size and scale. 

In addition, quick organization assessments, systems roadmap, and back office efficiency assessments can be performed for approximately $5,000 - $10,000 depending upon the scope.  Specific specialties include:

FRACTIONAL CFO SERVICES

Bank Relationships  |  Budgeting, Forecasting & Long Term Planning  | Capital Project Planning & Return Analysis | Real Estate Valuations |  Financial Management  |  Financial Close Process Optimization  |  Auditors & Annual Financial Statements

TURNAROUND AND RESTRUCTURING

Organizational Efficiency & Cost Reduction  |  Lease Viability  |  Financial Modeling  |  Covenant Reviews  |  Business & Scenario Planning  |  Fractional or Part-time Financial Officer

MERGERS, ACQUISITIONS, DISPOSITIONS AND FINANCING

Financial Due Diligence & Contract Review  |  Transaction Modeling  |  Loan Origination & Covenants |  Acquisition & Operating Agreements |  Debt Covenant Review & Analysis

OPERATIONS & MANAGEMENT REPORTING

End-to-End Customer Relationship Management (CRM) Advisory & Financial Modeling  |  System Implementation & Optimization|  Operational Efficiencies & Process Improvements  | 

KPI & Performance Measurement

“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