“I never worry about
action, but only inaction.”
-Winston Churchill
OUR SERVICES
Transition Success – We assist family and closely-held businesses with strategic planning for ownership and management succession.
Planning for Profitability – We utilize a collaborative approach to offer essential business consultation for structure, strategy and development.
Ownership Support – We provide financial leadership to business owners and executive management.
Communication Enhancement – We facilitate intra- and inter-generational consideration and communication while advising the business strategically and ensuring solid business fundamentals.
OUR MISSION
Ownership Strategy
Review Shareholder Governance
Develop Succession Strategy
Assess Family Financial Status
Enhance Communication
Organizational Strategy
Evaluate Financial Structure
Generate Alternative Strategic Models Appraise Organizational Risk
Improve Reporting Processes
Coordinate Executive Searches
Provide Board-Level Advisory Service
Fractional / Interim CFO Solutions
Provide Part-Time (Fractional) CFO Leadership
Fulfill Interim CFO Responsibilities in Transition Periods
Coordinate Full-Time CFO Search and Transition Plan with Board & Executive Leadership
Tactical Roles
Develop Financial Models
Analyze Valuations
Evaluate Capital Funding
Advise On Mergers & Acquisitions
Offer Guidance in Distressed & Crisis Situations
(813) 755-4787
Email
Dennis@4thQC.com