Finance Consulting

Some problems don't need a monthly retainer. They need someone senior to come in, fix one thing properly, and leave you with something your team can run.

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Cash flow and lender readiness. 13-week cash flow, liquidity planning, DSCR and FCCR models, and lender-ready reporting.

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M&A and transactions. $6B+ in closed M&A and 20+ acquisitions led. Buy-side and sell-side diligence, quality of earnings support, deal models, purchase price allocation, and post-close integration.

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Margin and pricing. Pricing rebuilds, direct labor and overhead rate analysis, and SG&A discipline, with up to 25% gross margin lift and 20% EBITDA expansion delivered.

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WIP and job costing. Percentage-of-completion rebuilds and multi-entity consolidations.

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Forensic accounting. $350K+ recovered for an oil and gas non-operator through a joint venture reconciliation. $1.0M recovered for a cold storage manufacturer buyer through a post-acquisition working capital review.

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Finance systems and AI. ERP cleanup, integrations across accounting, banking, CRM, and reporting, and automated close and variance reporting.