In guiding our clients down the path to uncommon success, Carver Cross advises on strategic financial and business issues relating to corporate development and financial management. This advice spans a spectrum of topics, often including a sub-set of those set forth below.

Financial Consulting

• Financial management:  FP&A; KPIs; financial-management policies, procedures, and discipline
• Design metrics to analyze the business from an integrated operating and financial point of view, including detailed analysis of profitability (where, when, how, and why revenues and profits are earned)
• Design management reports that enhance managers’ ability to run the business and identify, at an early date, potential issues or needs relating to operations, finance, etc.
• Building sophisticated, bottom-up, integrated, three-statement financial-projection models (income statement, cash flow, balance sheet)
• Budgeting; actual-versus-budgeted analysis; mid-course corrections when budgets need to be adjusted
• Cash-flow monitoring and management; implied financing needs
• Capital planning
• Designing optimal, feasible capital structure
• Analyzing and designing dividend policy
• Crafting financing strategies for the near-, intermediate-, and longer-term, consistent with the business plan and growth objectives
• Preparing to go to market to raise capital
• Other CFO-level financial issues

Business and Strategic Consulting
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• Business planning; written business plans
• Planning for and managing rapid growth
• Designing and preparing reports to Boards of Directors and Investment Committees
• Drafting / editing Confidential Information Memoranda (CIM), executive summaries, private placement memoranda, pitch decks
• Formulating a corporate-development plan, including acquisition and roll-up strategies
• Designing strategies and plans to address shareholder liquidity and ownership succession

​We invite you to contact us in the strictest confidence --without cost or obligation -- to discuss your specific needs, issues, and goals, and to learn how we can help your  company reach its strategic and financial objectives.