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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