In Deo Speramus
Strategic Financial Advisory
Simplifying Transactional Business Complexities
Corporate business consulting is essential in today's competitive market. A.J. Arenburg Financial offers fractional CFO, business valuation, and strategic financial advisory services to improve overall business performance and profitability for lower and middle-market businesses, as well as investment firms.
Our strategic services designed to help business owners develop exit plans and support family offices, private equity firms, and independent sponsors with financial performance tracking and red flag reporting.
Financial advisory services for businesses and investment portfolio companies.
A.J. Arenburg Financial provides business valuations and strategic financial advisory services to lower and middle-market businesses, as well as companies within family offices, private equity firms, and independent sponsors' company portfolios. We ensure accurate market value assessments and ongoing financial performance tracking on a monthly or quarterly basis. Our services include:
- Exit planning preparation
- Monthly KPI and performance reviews
- Financial performance tracking
- Mergers and acquisitions support
- Capital raising assistance
- Debt funding for working capital and equipment financing
- Investor relations management
Fractional CFO Services
Budgeting and Forecasting
Budgeting and Forecasting
Budgeting and Forecasting
- Developing and maintaining budgets and costs
- Creating financial forecasts
Cash Flow Management
Budgeting and Forecasting
Budgeting and Forecasting
- Monitoring and managing cash flow
- Implementing cash flow forecasting tools
Financial Modeling
Budgeting and Forecasting
Performance Analysis
- Building and analyzing financial models
- Scenario planning and sensitivity analysis
Performance Analysis
Performance Analysis
Performance Analysis
- Analyzing financial performance and variances
- Developing KPIs and dashboards
Strategic Advisory
Performance Analysis
Strategic Advisory
- Assisting with long-term financial planning
- Supporting strategic business decisions
Revenue Analysis
Performance Analysis
Strategic Advisory
- Analyzing revenue streams
- Identifying opportunities for revenue growth
Risk Management
Reporting & Analytics
Capital Management
- Assessing financial risks
- Developing risk mitigation strategies
Capital Management
Reporting & Analytics
Capital Management
- Supporting capital allocation decisions
- Assisting with fundraising and investment analysis
Reporting & Analytics
Reporting & Analytics
Reporting & Analytics
- Preparing financial reports and presentations
- Conducting in-depth financial analysis
Looking for Fractional CFO?
Strategic Advisory Services for Stable Companies
We specialize in guiding stable companies through strategic growth and exit planning. Our advisory services are meticulously designed to support established businesses, ensuring continuity, optimization, and successful transitions.
Aligning and Optimizing Processes or Resource Allocation Internally
Our team collaborates with operations consultants to align and optimize your internal processes and resource allocation. This ensures that your company operates at peak efficiency, leveraging resources effectively to achieve your strategic objectives.
Validating Initial Concepts and Business Plans
Validating concepts and business plans proposed by senior management is essential for sustained success. Our advisors conduct rigorous evaluations to ensure these plans are viable, strategically sound, and aligned with your company's long-term goals.
Liquidation Event Planning
We offer comprehensive strategic planning for liquidation events, ensuring optimal outcomes for our clients. Our services encompass thorough business valuations, meticulous preparation of financial statements, and expert negotiation support. Our goal is to maximize the value realized from the liquidation process, ensuring a smooth and beneficial transition.
A.J. Arenburg Financial | Investment Banking
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535 Central Avenue, St. Petersburg, Florida 33701