Confidential Business Advising for New or Existing Businesses.
· Financial projections (pro forma)
· Business strategy to include triple-bottom-line economic thinking
· Part-time CFO with daily, weekly or monthly contacts
· Feasibility study for a new business, an acquisition, or an expansion
· Financial and cash flow analyses
· Business plan writing or review
· Grant writing (CFA, non-profit)
· Funding sources (banks, crowdfunding, revolving loan funds, angel investors, venture capital)|· Expansions
· Supply chain management
· Succession planning
· Employee management
· WMBE certification
· Joint venture marketing and strategy
· Credit repair for individuals
· Professional coaching
Rate varies by project.
There is no travel fee for meeting in person within a 25-mile radius of New Paltz, NY
A per-mile fee is added for locations outside of this radius. We can meet in person or via phone or Skype.