Strategic Planning
• Cash flow forecasting
• Planning for growth
• Budgeting
• Incentive-Based Compensation programs
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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
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Structure win/win opportunities for buyer & seller
Financing
• Plan for short-term and long-term financing needs
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Prepare professional "banker-friendly" loan applications
• Develop investor packages
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