Financial Advisory
Effective use of time and money drives success. We help early-stage companies and angel funds focus on what they do best while we manage their financial and operational requirements. Our clients are typically small, high growth companies and angel funds that are not yet to the point of employing a full-time CFO.
Valuation Services
You need a valuation that is done correctly the first time at a reasonable price. Working with an experienced professional ensures an efficient process and accurate results. We specialize in valuations for early-stage companies (409A, 123R/718, due diligence) and venture capital firms (157/820).