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Services

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

  • CFO Functions
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  • Strategic Transactions
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  • Controllership Functions
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  • Corporate Refinancing
  • Treasury Functions
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  • HR / Administration
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  • Planning & Analysis Functions
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  • Personnel Evaluations
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    Mergers & Acquisitions:
    LEVY & ASSOCIATES can assist you on mergers, acquisitions, and divestitures in a variety of ways:

  • Due Diligence
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  • Research and Strategy
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  • Negotiations
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  • Personnel Assessment
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  • Financial Modeling
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  • Term Sheets
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    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
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  • Financial Infrastructure
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  • Financial Modeling
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  • Raising Capital
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  • Investor Packages
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  • Personnel Selection
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    Special Projects:
    LEVY & ASSOCIATES can assist on a variety of special projects, including the following:

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