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Bespoke Finance and Business Solutions

"It's not the will to win but the will to PREPARE that makes the difference."

Paul William 'Bear' Bryant

Services

Corporate Strategy

  • Market Positioning & Competitive Landscape Research and Analysis

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  • Legal & Operational Structure Assessment

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  • Systems & Personnel Feedback and Planning

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  • New Business Devlopment

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  • Foreign and U.S. Market & Business Development

Financial Strategy

  • Fractional CFO Services

 

  • FP&A / Budgetting

 

  • Reporting Assessment and Set-up

 

  • Finance Department Planning & Staffing

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  • Modeling & Forecasting

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  • Financial Position & Balance Sheet Leverage Assessment

M&A Strategy

  • Competitive Landscape Assessment and Benchmarking

 

  • M&A Strategy Development

 

  • Acquisition Targets Sourcing 

 

  • M&A Process Execution & Due Diligence

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  • Growth & Transformation Planning & Strategy Creation

Fundraise Consulting

  • Fundraise Strategy Design & Consulting

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  • Investment Thesis and Presentation Materials Creation

 

  • Bespoke Fundraising Services Execution

Real Estate

  • Domestic & International Real Estate Sourcing

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  • Commercial & Residential Sourcing and Brokerage Services

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  • U.S. and International Real Estate Markets Consultation

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