Services

Mid-market companies often encounter:

  • Inadequate financial forecasting and scenario planning that undermines decision-making.

  • Inefficient capital deployment due to lack of investment discipline or insight into opportunity costs.

  • Overdependence on legacy systems that cannot support predictive analytics or real-time dashboards.

  • Operational inefficiencies and bloated cost structures stemming from uncontrolled overheads.

  • Limited access to modern treasury strategies, including crypto-collateralized instruments or yield enhancement through digital assets.

  • Lack of readiness for M&A activity, including poor data room setup, missing valuation discipline, or post-transaction integration chaos.

Operations

Optimize Core Income:

  • Financial Planning & Analysis (FP&A): Budgets, forecasts, variance analysis.

  • Cash Flow Management: Projections, working capital optimization.

  • KPI Tracking & Financial Dashboarding: AI-driven insights.

  • Pricing Strategy & Margin Optimization: Enhance profitability.

  • Cost Optimization & Vendor Management: Reduce expenses.

  • Internal Controls & Risk Management: Ensure compliance.

  • Revenue Recognition Strategies: Align with GAAP.

Investments

Grow Business Wealth:

  • Treasury & Liquidity Management: Maintain cash flow stability.

  • Crypto Treasury Strategy: Bitcoin/digital asset allocation.

  • Investment Risk Management: Sensitivity analysis.

  • Asset Allocation: Traditional and crypto investments.

  • Capital Expenditure Planning: Prioritize growth investments.

  • Yield Optimization: Traditional and DeFi Opportunities.

Acquisitions

Accelerate Strategic Expansion:

  • M&A Strategy Development: Identify targets/buyers.

  • Due Diligence: Traditional and crypto-native.

  • Business and Token Valuations: DCF, 409A valuations.

  • Deal Structuring & Financing Support: Negotiate terms.

  • Post-Acquisition Financial Integration: Realize synergies.

  • Investor Relations & Fundraising Assistance: Pitch decks, reports.