Strategic Planning
• Cash flow forecasting
• Planning for growth
• Budgeting
• Incentive-Based Compensation programs
• Building & formalizing customer alliances

Business Acquisitions & Sales
• Identify and establish contact with strategic buyers
• Negotiations of price and terms
• Tax optimization of purchase/sale contracts
• Structure win/win opportunities for buyer & seller

Financing
• Plan for short-term and long-term financing needs
• Prepare professional "banker-friendly" loan applications
• Develop investor packages