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Actionable Outcomes
not Flash and Fluff

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Institutional Financial Assessment

Perform an independent assessment of your institution's financial health, forecasting income and cash, and identifying opportunities for strategic modifications.

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Interim Chief Financial or Operations Officer

Serve as a highly experienced standby CFO or COO as your institution conducts a search, typically on a fractional basis, and assisting with the search process as needed.

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Merger Analysis and Transaction Facilitation

Independent due diligence and forecasting, deal structuring, valuation modeling, terms negotiation, and transaction facilitation

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Capital Project Planning and Implementation

Executive level leadership of major capital development projects and asset monetization from conception to board approval and communications planning, to financing, design, construction and successful completion.

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Strategic Budgeting

Identify creative and implement solutions for addressing structural budget challenges.

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