Actionable Outcomes
not Flash and Fluff
Institutional Financial Assessment
Perform an independent assessment of your institution's financial health, forecasting income and cash, and identifying opportunities for strategic modifications.
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.
Merger Analysis and Transaction Facilitation
Independent due diligence and forecasting, deal structuring, valuation modeling, terms negotiation, and transaction facilitation
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.
Strategic Budgeting
Identify creative and implement solutions for addressing structural budget challenges.