• Home
  • Meet David
  • Services
    • Strategic Planning
    • Contract Review
    • Financial Statement Prep Analysis ​& Communication
    • Health & General Insurance Plan Analysis
    • HR Management
    • Business Sale & Succession Planning
  • Testimonials
  • Contact
  • Home
  • Meet David
  • Services
    • Strategic Planning
    • Contract Review
    • Financial Statement Prep Analysis ​& Communication
    • Health & General Insurance Plan Analysis
    • HR Management
    • Business Sale & Succession Planning
  • Testimonials
  • Contact
   
  • Home
  • Meet David
  • Services
    • Strategic Planning
    • Contract Review
    • Financial Statement Prep Analysis ​& Communication
    • Health & General Insurance Plan Analysis
    • HR Management
    • Business Sale & Succession Planning
  • Testimonials
  • Contact

Services

David has 35+ years of CFO experience with both family owned and private equity owned businesses, and can support your entity on an ongoing or project basis, to achieve your goals on a timely, productive and cost efficient basis.

Strategic Planning
Retail, Wholesale, Distribution, or Manufacturing planning for cash management and growth, organically & through targeted acquisition.
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Contract Review
Lease, Vendor, Customer Agreements, Operational Detailed analysis, Negotiation tools, prep for legal review
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Financial Statement Prep ​Analysis and Communication
Financial Package customized for, and communicated to, external users (Banks, Auditors), Ownership/Management - Dashboard Metrics 
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Health and General Insurance Plan Analysis
Detailed Analysis of plans to best fit your industry, size and type of operations, workforce demographics -Fully vs Self Insured, etc.
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HR Management
Policy Manual Review, Navigation through Pandemic, Hiring and Retention, Compensation Analysis and Leadership Development
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Business Sale and Succession Planning
The most critical decision of your business life - Design a Road map well in advance and utilize skilled professionals to guide you
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David Gordon | david@gordoncfo.com | 856-296-8319
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