BUSINESS ADVISORY solutions

We will redesign your financial reporting package so it provides comprehensive insight and value with graphical trending analysis. Download our free white paper.

Cash flow is the lifeblood of any business. We will analyze the inflows and outflows, sources and uses of cash, identify cash from operations, cash from financing and cash from investing. We provide tools for our clients that allows them to run short term (90 day) cash forecast.

As experienced commercial lenders and M&A advisors we can assist with designing and achieving the right capital structure, renew or expand current lines of credit under the most favorable terms, and prepare your company for an equity raise and pitch book design.

Deep dive earnings quality assessment providing strategic insight. Download our free white paper.

A business valuation in a critical tool to understanding what your current value is, what drives value and how you can increase it.

Using proprietary models and assessments, we can provide you with a roadmap and executable plan to increase your business value.

We will show you how to build a best in class system of managing your accounts receivable, customer credit, collection systems that work and how to manage your own business's credit.

Every owner will exit their business, whether it is voluntary or not. If you are interested in developing a plan that maximizes your value so you can retire without surprises, we can help you do that.

As former and currently outsourced CFOs we have spent years in upper middle-market companies assisting with developing complex and comprehensive strategic plans.

We are experts in complex financial modeling that proves companies the tools to see into the future with a high degree of certainty and the ability to run hundreds of "what if" scenarios.

As seasoned industry financial leaders we have built and fixed many accounting and finance departments. We can help you staff properly, create efficiencies, improve accuracy, and teach your accountant how to provide value to the company, not just historical data.

We assist companies with analyzing their various insurance plan options, design qualified retirement plans, and executive incentive structures.

If you need assistance designing compensation plans, meaningful bonus plans that align employee incentives with the company's interest or designing commission plans that drive sales through the roof, BFS can help.

Internal controls are a critical element of the accounting and finance function. Controls should be carefully crafted to reduce and eliminate risk and avoid financial tragedy.

Having and experienced outside view of your company's performance, strategies, and tactics is a valuable resource. Lean more about how BFS can provide such insight for your company.

Every company has certain one-time projects and analysis that are critical to making timely decisions, come into compliance or just the pursuit of betterment. We have the resources and experience to assist when you need the horsepower.