• Start-ups to $30MM in Revenues

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• Looking to maintain financial health, access debt & equity markets, preserve enterprise value

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• No CFO and want affordable alternative to the full-time CFO

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• Desire closely-monitored budget process and proactive ideas

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• Having trouble obtaining financing

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• Are in a turnaround

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• CEOs inundated with financial tasks

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• In search of long-term banking relationship

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• Growing organically or through acquisitions​

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• Scaling operations