Consultative Strategy Development — Finance
Investors and shareholders demand more value for the equity they have locked in your company, while Boards demand more visibility into your operations and controls. To succeed in this "pressure-cooker" environment, you need a team that brings velocity, objectivity, and leadership to your game immediately.
CRL rapidly assesses business opportunities, charts an effective financial strategy, and achieves the desired objectives.
- Corporate Planning & Structure
- Strategic Transactions
- Treasury
- Controllership
- Executive Reporting
- Administrative Services
CRL's professionals counsel institutions in high-pressure, high-reward scenarios, and leads strategic initiatives and operations to high-value results.
- Strategic Planning
- Key Stakeholder Collaboration
- Financial & Operational Analysis
- Transaction Due Diligence
Specifically, CRL will work with your financial organization to create infrastructure for the future of the organization to avoid stagnation; and raise capital or execute a satisfactory exit plan. We will:
- Provide strategic consulting with ongoing focus
- Assist with Business
- Plan formation and updates
- Help with cash projections
- Create or update budgets
- Assist with financial planning and modeling
- Interface with venture capital investors
- Assist with financial statements
- Create flash statement feedback
- Monitor cash burn rate
- Create or improve basic controls and compliance
- Select criteria for software selection
- Formulate departmental financial statements
CRL's team of professionals will assist you with:
- Contract negotiations
- Liaison with CPA and law firms
- Interfacing with Investment Bankers
- Interfacing with Merger & Acquisition professionals
Your strategic plan, monthly reporting system & results and financial statements must reflect a very specific direction. In most cases, these items will be the most visible aspect of relations with your Board, banker, lawyer and CPA firm. Your successful career and financial security depend not only on am impressive track record and continuing strong results, but also on a history of being prepared for "things that happen" and not being blindsided on a major issue.