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ABOUT STRATEGIC FINANCIAL CONSULTING SERVICES

What do we do?

We provide financial advisory services to businesses of all sizes.  Services provided include, but are not limited to, assistance with business plan preparation, strategic planning, capital budgeting, executive education, cap table preparation, slide deck preparation for clients seeking funding, and accounting and critical thinking training.

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How do we do it?

We deal with members of clients’ executive and management teams, including boards of directors and other advisory boards.  We work with members at all levels of the organization to develop a more complete understanding of clients’ businesses and business models.  We research best practices and industry benchmarks.

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Who do we do it for?

We provide services for businesses of all sizes.  Our focus is small to medium sized privately held businesses seeking funding to finance growth.  Our focus for executive education includes companies of all sizes and industries. 

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What value do we provide?

We add value to organizations by providing them with decision-making tools to help them raise capital so that they can achieve their long-term strategic goals.

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What services do we provide?

  • Assist small business owners in preparing business plans that communicate to investors the growth potential and the long-term value of their businesses.

  • Assist small business owners with the preparation of slide decks that communicate to potential investors the prospects of their businesses that support their financing requests.

  • Assist small business owners with envisioning the future of their companies, setting long-term strategic goals for their companies, and the development and implementation of long-term strategic plans for their companies.

  • Train small business owners on the use of capital budgeting to evaluate potential investments.

  • Executive training on critical thinking, financial accounting, and managerial accounting for all levels of management and executive teams

  • Implementation of accounting systems that enable small business owners to control and manage their companies’ growth.

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