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Overview
If you are looking for experienced financial professionals to be part of your team, you have come to the right place. With over 60 years of providing financial advice to business owners and executives, 5 Diamonds can help businesses from start-up to multi-billion dollar enterprises. Whether you are trying to get to profitability, improve profitability or sell the company, we can make an immediate impact for your business.
Services are based upon the 5 Diamonds of Finance which represent the 5 stages of the business cycle:
1st Diamond - Business Start-up
· Business Coaching
· Business Plan Preparation
· Financial Plan Preparation
· Initial Pricing for Profit
· Start-up CFO
· Financing Search and Procurement
o Equity/Prospectus Preparation
o Negotiation with Banks
o Negotiation with Venture Capitalists or Private Equity
2nd Diamond – Increasing Sales and Getting to Financial Breakeven
· Sales Business Case Preparation - Sale of Product
· Business Case Preparation - Products & Product Pricing
· Business Case Preparation - Product Services
· Financial Forecasting/Projections
· Interim CFO
3rd Diamond - Rapid Growth of Sales and Profits
· Internal Control Design
· Cash Flow Analysis & Optimization
· Initial thinking for and investment in Business Expansion
· Financial Forecasting/Projections
· Financial Operating Assistance - including Crisis Management
· Interim CFO
4th Diamond – Company or Market Maturity
· Operational Review
o Financial Business Processes
* Document Current State of Processes
* Define Desired State for Processes
* Prepare Gap Analysis and Plan to fill the Gaps
o Forensic Accounting & Analysis
* Specific Issue Analysis
* Fraud Investigation
· Business Expansion
o Business Case Preparation - Products & Product Pricing
o Business Case Preparation - Product Services
5th Diamond - Declining Growth
· Financial Restructuring
o Balancing Resource Levels with Profitability
o Crisis Management
· Interim CFO
In addition, the multi-diamond services are for financial challenges that can emerge at any point in the company’s business cycle.
Multi-Diamond
· Mergers & Acquisitions
o Strategic Alternatives - Evaluation of Options
o Establishing Business Value
o Performing or Preparing for Due Diligence
o Financial Support
· Audit Readiness/Sarbanes-Oxley Financial Compliance
· Financing Search and Procurement
o Equity/Prospectus Preparation
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