Experience That Creates Value

Complex financial transactions require experienced leadership and disciplined execution. Ed helps organizations evaluate opportunities, structure financing, manage investments, and support strategic growth through practical financial advisory services.

Services Include

• Project Finance 
• Capital Planning 
• Financial Modeling 
• Acquisition Analysis 
• Investment Evaluation 
• Due Diligence Support 
• Executive Financial Advisory

Strong financial reporting and internal controls are the foundation of every successful organization. Ed helps businesses establish reliable accounting processes, reporting systems, budgeting practices, and financial oversight that support informed executive decision-making.

Services Include

• Accounting Oversight 
• Financial Reporting 
• Budget Development 
• Internal Controls 
• PCAOB Audit Preparation 
• Shareholder Management Systems 
• Executive Financial Guidance

Successful acquisitions require more than closing a transaction; they require careful planning, financial alignment, and operational integration. As a former Chief Integration Officer, Ed helps organizations maximize value through effective post-acquisition planning and execution.

Services Include

• Integration Planning 
• Financial Consolidation 
• Operational Alignment 
• Systems Integration 
• Executive Transition Support 
• Post-Acquisition Strategy 
• Organizational Planning

Effective risk management helps organizations protect assets, strengthen governance, and make confident business decisions. Ed provides executive guidance in identifying financial, operational, insurance, and organizational risks.

Services Include

• Risk Assessment 
• Corporate Governance 
• Insurance Strategy 
• Directors & Officers Coverage 
• Operational Risk Review 
• Banking Relationships 
• Executive Advisory

Strong treasury management improves liquidity, strengthens financial controls, and supports sustainable growth. Ed helps organizations develop treasury strategies that enhance cash management and financial performance.

Services Include

• Treasury Management 
• Cash Flow Planning 
• Banking Relationships 
• Debt Management 
• Financial Forecasting 
• Capital Planning 
• Liquidity Management

Strong banking relationships are essential to long-term business success. Ed assists organizations in building productive relationships with financial institutions while evaluating financing options and supporting capital needs.

Services Include

• Banking Strategy 
• Commercial Banking Relationships 
• Credit Facilities 
• Capital Structure Review 
• Lender Communications 
• Financial Institution Selection 
• Executive Financial Advisory

Thoughtful budgeting and financial planning provide leadership with the insight needed to make informed decisions. Ed helps organizations develop financial plans, improve forecasting, and create budgets that support operational performance and sustainable growth.

Services Include

• Annual Budget Development 
• Financial Forecasting 
• Strategic Planning 
• Cash Flow Projections 
• Performance Analysis 
• Executive Reporting 
• Growth Planning

Reliable financial reporting provides business leaders with the information they need to make confident decisions. Ed helps organizations improve reporting accuracy, strengthen compliance, and establish reporting processes that support accountability and long-term success.

Services Include

• Financial Reporting 
• Management Reporting 
• Executive Dashboards 
• Performance Metrics 
• GAAP Compliance 
• Financial Statement Review 
• Reporting Process Improvement

Growing businesses require scalable financial systems that support future success. Ed helps organizations establish the accounting, reporting, banking, and operational processes needed to build a strong financial foundation.

Services Include

• Back Office Development 
• Financial Systems 
• Reporting Processes 
• Accounting Structure 
• Internal Controls 
• Operational Planning 
• Executive Guidance

Early-stage companies face unique financial and operational challenges. Ed provides practical executive guidance to help founders establish strong financial systems, improve planning, secure financing, and prepare for sustainable growth.

Services Include

• Business Planning 
• Financial Strategy 
• Operational Structure 
• Investor Readiness 
• Capital Planning 
• Financial Reporting 
• Executive Mentoring

Strong shareholder management promotes transparency, accountability, and investor confidence. Ed helps organizations establish systems and reporting practices that support effective governance and stakeholder communication.

Services Include

• Shareholder Management Systems 
• Corporate Governance 
• Investor Reporting 
• Executive Communications 
• Record Management 
• Board Support 
• Compliance Guidance

Preparing for a public offering requires disciplined financial reporting, governance, and internal controls. Ed helps organizations strengthen financial operations and prepare for increased regulatory, audit, and reporting requirements.

Services Include

• PCAOB Audit Preparation 
• Financial Reporting 
• Internal Controls 
• Governance Support 
• Compliance Review 
• Executive Planning 
• Financial Readiness

Artificial Intelligence offers tremendous opportunities when aligned with sound business strategy. Ed helps organizations evaluate AI initiatives from a financial, operational, and executive perspective to ensure investments support measurable business value.

Services Include

• AI Opportunity Assessment 
• Executive Project Review 
• Business Case Development 
• AI Investment Evaluation 
• Vendor Proposal Review 
• Strategic AI Advisory