Services

Strategic Planning

Retail, Wholesale, Distribution, or Manufacturing planning for cash management and growth, organically & through targeted acquisition.

Contract Review

Lease, Vendor, Customer Agreements, Operational Detailed analysis, Negotiation tools, prep for legal review

Financial Statement Prep Analysis and Communication

Financial Package customized for, and communicated to, external users (Banks, Auditors), Ownership/Management - Dashboard Metrics

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.

HR Management

Policy Manual Review, Navigation through Pandemic, Hiring and Retention, Compensation Analysis and Leadership Development

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

David Gordon | [email protected] | 856-296-8319

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.