Transactional
Advice

Relationship Management

Strategic
Planning

Financial
Reporting

Venture capital and private equity fundraising

Audit and tax

Business plan development, writing and review

External reports to Boards and investors

Initial Public Offering preparation

Legal

Lease vs. Buy decisions

Management reports

Merger & acquisition advisory services

Banking

Long-and short-term financial modeling

GAAP accounting, including revenue recognition and FAS 123R

Business valuation

Risk management

Tax planning

Capitalization tables & stock option plan review

Debt Financing

Contract negotiations

Pricing models

SEC reporting & compliance