SERVICES

Companies at different stages require different types of assistance.  Click on the links below to learn more about the specific types of assistance I can offer.

SERVICES FOR STARTUPS:

Financial Modeling & Operating Plans

Investor Documents (Business Plans, PowerPoint Presentations, etc.)

Angel and Venture Capital Meetings

Term Sheets and Closings

SERVICES FOR ESTABLISHED FIRMS:

Budget Plans & Forecasting Models

Financing (Debt & Equity)

Valuation Analysis for Sales, Mergers, Acquisitions and 409A