Services

Whether retained on a part-time or interim basis, LEVY & ASSOCIATES commits to leading the company's financial organization, including:

  • CFO Functions
    		•
  • Strategic Transactions
    		•
  • Controllership Functions
    		•
  • Corporate Refinancing
  • Treasury Functions
    		•
  • HR / Administration
    		•
  • Planning & Analysis Functions
    		•
  • Personnel Evaluations
    		•

    Mergers & Acquisitions:

    LEVY & ASSOCIATES can assist you on mergers, acquisitions and divestitures in a variety of ways:

  • Due Diligence
    		•
  • Research and Strategy
    		•
  • Negotiations
    		•
  • Personnel Assessment
    		•
  • Financial Modeling
    		•
  • Term Sheets
    		•

    Business Start-up:

    LEVY & ASSOCIATES can assist you in the start-up or early development phase of your business in a variety of ways:

  • Business Plans
    		•
  • Financial Infrastructure
    		•
  • Financial Modeling
    		•
  • Raising Capital
    		•
  • Investor Packages
    		•
  • Personnel Selection
    		•

    Special Projects:

    LEVY & ASSOCIATES can assist on a variety of special projects, including the following:

  • Financial Modeling
    		•
  • SEC Reporting
    		•
  • Financial Reporting Improvements
    		•
  • Profit Enhancement
    		•
  • Business Plans
    		•
  • M&A Assistance
    		•
  • Process/Control Reviews
    		•
  • Internal Financial Reviews
    		•
  • Major Proposal Preparation
    		•
  • Financial Planning & Analysis
    		•