Financial Consulting Services

The Blue Sage Group’s financial consulting offerings provide comprehensive business assessment, planning, and guidance based on real world experience -- constantly adapted to changes in the regulatory and economic climate.  These services are tailored to your specific needs and can be purchased individually or as part of a package.  This offering consists of three main focus areas:

• Financial Guidance – Serving as interim CFO for businesses in transition or requiring part- time executive guidance and leadership.

• Strategic Transaction Planning – Serving as on-site advisor for firms contemplating or acting on a strategic transaction including closing, opening, or relocating facilities, directing consolidation or expansion of staff, and conducting due diligence on potential acquisition targets. This service covers mergers and acquisitions, business development, and IPOs.

• Business Process Improvement – Assisting companies with management initiatives from improving accounting processes and establishing internal controls, to safeguarding assets and measuring performance against meaningful benchmarks.

Services include:

•  Accounting review and analysis 

• Monthly, quarterly and annual closes including SEC filings

• Design, implementation and support of all processes, systems, controls and reporting and staffing

• Regulatory reporting

• Financial planning & analysis

• Budgeting, forecasting and variance reports

• Development & implementation of relevant key performance indicators and metrics

• Analysis and presentations including business case, board presentations and investor packages

• Strategic planning

• Due diligence

• Business development including contract terms and conditions and negotiations

• Business process and policy development and implementation

• Team building, mentoring and employee development

The financial consulting services are focused on getting you the specific assistance you need to get a clear view of how your business is performing, to avoid potential troublesome issues, and to make better, more informed decisions in your strategic planning.  These services are particularly important to companies going through a transition or considering a strategic transaction.  In addition, the services link day-to-day operational events to the financials by identifying how those events impact current and future financials.

Ready to get started?  Click here.