Investor, Lender & Board Services
Nothing is more expensive than a missed opportunity
Investor, Lender & Board Services – Get the assurance that you need
As a lender, investor or board director you have a lot at stake and want assurance that opportunities are optimized and risks managed. You may not have the time or expertise. You may need someone with a fresh perspective to look out for your interests in a cost effective manner.
We help increase investment returns and reduce risks by providing you with timely and independent business advisory, due diligence and reporting with our assurance program.
Think of us as your independent advisory board or investment manager – we roll up our sleeves for you.
- Due Diligence Services: Upfront and Ongoing. Independently assess risks and opportunities before the investment. Ongoing, we help ensure that the business plan you invested in is on track
- Financial Management and Reporting – Special reviews or regular structured reporting: financial condition reports: financial statements, cash flow status, (short and long term), key ratios and business benchmarks, business risk analysis
- Lender / Investor Reporting – Timely and accurate – no surprises
- Governance Services – Ensure best practices and compliance
A typical investor assurance review program is 1-2 days per month focusing on the key opportunities and risks. It provides the level of independent review and reporting that you need at a minimal cost. It can help protect your investment. Our assurance program also provides valuable insights to management through our hands on consulting and advisory services
Hands On Expertise, Business Consulting and Advisory Services, Delivered with Exceptional Value
Contact us today for more information & to receive a no obligation free consultation