Industry Client Work
Below is a list of CFO Services and Business Consulting Projects we have successfully completed for clients.
Physician CFO Service Advisory
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Family Doctor CFO
Fractional or Part-Time CFO Projects:
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Proforma Financial Statements
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Financial Modeling
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Modeling Patent Portfolio Costs
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Patent License Due Diligence
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Improvements to Royalty, Commercial, and Finance Contract Terms
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Assist with Contract Negotiations
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Business Plan
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Executive Summary
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Investor pitch deck
Business Consulting Projects:
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Financial Modeling
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Validate Business Unit Forecasts and Annual Budgets
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Strategic Business Plans
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Customer Analysis
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Product Pricing
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Procurement & Inventory
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Cost Modeling & Cost Accounting
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Data Analytics and Business Intelligence
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Design Marketing, Financial and Operations Dashboards
Consulting Projects Continued:
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Improvements to Pricing, Commercial, and Finance Contract Terms
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Support Contract Negotiators
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Managing Working Capital
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Troubleshooting Problems