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  • Starting a new venture, product, or service.

  • Expanding a current organization, product, or service.

  • Buying a new business, product, or service.

  • Turning around a declining business.

  • The CFO/Forensic Consulting service provides a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks.


  • Identify and describe the target customer profile, features, advantages, and benefits of your new venture, product, or service.​​​

  • Justify that your plans are credible by fully researching the need being filled with your new venture.​

  • Develop marketing plans including full descriptions of targeted promotional campaigns with implementation timelines. You also get to examine market conditions, the nature of your customers, as well as your competitors, sales potential, and projected results of your promotional campaigns.

  • Develop staffing plans including identifying the key players, skills, attitudes, and expertise needed to build the venture.

  • Identify building and equipment needs including vendors and cost estimates.

  • Develop management plans including full descriptions of management systems and timelines for implementation.​

  • Develop financial plans including projected startup costs, operating costs, revenue, profits, and break-even analysis for the first 3 to 5 years.

  • ​​Projected financial plans allow you to effectively predict upcoming problems, or prevent them. In other words, the perspective gained through your Strategic Business Plan can make a significant contribution to your company's success, and help you get the funding you require. In fact, most lending institutions and private investors will not even talk to you without a solid financial plan.​​

  • Formulate company milestones including timelines for upcoming products and services in development.


We know exactly what banks want to see and how to prove to them that you'll be able to pay them back. Our proposals include:

  • Executive Summary: Where we concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for, and why it's needed.

  • Pro-forma Cash Budgets and Financial Statements: We use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.

  • Owners Personal Financial Statements: We make copies of the last 3 years of personal tax returns for the bank as well as identify the collateral being pledged as security for the loan.

  • Representation: We help substantiate your financial needs/position to your banker in person.


We also prepare historical cash flow statements to help you gain an understanding of where all the money went. This includes:


  • Creating an accurate cash flow projection.

  • Help obtain an appropriate line of credit.

  • Cash collection acceleration techniques.

  • Help obtain the maximum rate of return on your idle cash.

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