Financial consulting
We provide strategic consulting services on a broad and deep basis to businesses across a variety of industry verticals with a systematic and measurable approach to long term value creation for our clients and their partners.
Our extensive relationship networks enable us to assist clients in developing and executing sound business planning models that produce stable cash flow, revenue growth, expense control and long-term capital appreciation, irrespective of their operating industry.
We design, develop and assist in raising capital for early stage, mid-market, and emerging growth companies.
Our approach
Our team’s deep expertise and extensive relationship networks enable us to assist clients in developing and executing sound business planning models that produce stable cash flow, revenue growth, expense control and long-term capital appreciation, irrespective of their operating industry.
When providing strategic business planning services, we employ a model that ensures the long term viability of our clients’ businesses by providing →
PATSY'S PIZZERIA
Project
Successfully negotiated a licensing and franchise deal structure opening the flagship, newly designed Quick Serve location for this iconic NYC institution.
Scope
+ Licensing/Franchisor Deal Structure
+ Capital Raise
+ Restaurant construction budgeting
+ Restaurant projections
+ P&L & CAPEX modeling
+ Lease negotiation
BRANDI TRATTORIA
Project
Successfully negotiated a licensing and franchisor deal structure
bringing an iconic, 240+ year old Naples, Italy brand to the United
States opening the first flagship US location.
Scope
+ Licensing/Franchisor Deal Structure
+ Investor Deck capital raise
+ Franchisor budgeting
+ Restaurant construction budgeting
+ Restaurant projections
+ P&L & CAPEX modeling
+ Lease negotiation
LA LUCHA SANGUCHERIA
Project
Working with this 20+ unit, $19MM in system-wide sales, Peruvian brand to open its first flagship US location.
Scope
+ Investor Deck Capital Raise
+ Private Equity financing
+ Franchisor budgeting
+ Restaurant construction budget
+ P&L & CAPEX modeling
+ Restaurant projections
LIQUOR LAB
Project
Successful capital raise bringing an existing concept from Chicago to open its first NYC flagship location.
Scope
+ Investor Deck capital raise
+ Franchisor budgeting
+ Construction budgeting
+ Financial projections
+ P&L & CAPEX modeling
Fox Run Golf Club
Project
Outsourced consultant operating as Chief Operating Officer for a top 100, 5 star rated golf course in the Northeast.
Scope
+ General operating budgeting
+ P&L management
+ Capital improvement budgeting and forecasting
+ P&L & CAPEX Modeling
Calcuttas Restaurant
Project
Outsourced consultant operating as Chief Operating Officer for a bar/restaurant as part of a large scale hospitality group.
Scope
+ General restaurant operating budgets
+ P&L management
+ Capital improvement budgeting and forecasting
+ P&L & CAPEX Modeling
Terra Italian Steakhouse Restaurant
Project
Outsourced consultant operating as Chief Operating Officer for a bar/restaurant as part of a large-scale hospitality group.
Scope
+ General operating budgeting
+ P&L management
+ Capital improvement budgeting and forecasting
+ P&L & CAPEX Modeling
+ Construction & renovation budget preparation
The Barn At Fox Run - Wedding & Special Event Venue
Project
Outsourced consultant operating as Chief Operating Officer for a bar/restaurant as part of a large-scale hospitality group.
Scope
+ General restaurant operating budgets
+ P&L management
+ Capital improvement budgeting and forecasting
+ P&L & CAPEX Modeling
+ Construction & renovation budget preparation
Off The Rails
Project
Outsourced consultant operating as Chief Operating Officer for a bar/restaurant as part of a large-scale hospitality group.
Scope
+ General operating budgeting
+ P&L management
+ Capital improvement budgeting and forecasting
+ P&L & CAPEX Modeling
+ Construction & renovation budget preparation
