A seasoned Entrepreneurial Finance, Operations, and Risk Management leader, passionate about supporting mission-driven organizations.
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Explore our FAQs for quick insights into our services.
We serve CPG (Beverage), Franchising, Property Management, Cannabis, Retail, Liquor, Hospitality, including Hotels, Restaurants, Bars/Pubs, Nightclubs, and Festivals.
We create high-level or detailed budgets and forecasts for simple to complex organizations, including multi-entity companies. Our services include monthly, quarterly, annual, and rolling forecasts and long-range planning using base-year actual data for decision-making and investment analysis.
Our risk management services encompass insurance procurement, Broker of Record (BOR) selection/replacement, claims management support, and implementing risk management best practices. We also offer Enterprise Risk Management programs support, including risk assessment, prioritization, mitigation, implementation, monitoring, and review.
We understand that every business is unique. Our approach involves a detailed assessment of your needs and goals, then customizing our services to align with your business structure, industry requirements, and strategic objectives.
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