Transaction Advisory & Strategic Project Support

 

Providing specialized financial and strategic guidance for significant business transactions and one-time initiatives that require experienced CFO-level expertise.

Services Include:

  • Mergers and acquisitions advisory (buy-side or sell-side)

  • Business valuation and deal structuring

  • Financial due diligence and analysis

  • Succession planning and generational business transfers

  • Capital raise strategy and execution support

  • Transaction modeling and scenario analysis

  • Negotiation support and deal optimization

This is ideal for

  • Business owners planning to sell or transfer ownership

  • Companies evaluating acquisition opportunities

  • Organizations wanting to raise capital

  • Businesses facing major strategic decisions

  • Engagement Structure

    Hourly or fixed-fee project basis, depending on transaction scope and complexity.

Book a complimentary call today

  • We brought Iris in to improve the financial and accounting processes and procedures for my small business and she has been an invaluable resource.

    I have known Iris for more than a decade and I trust her implicitly as she has a high ethical standard. In addition to helping us on the financial side, Iris started diving into growth initiatives and became a strategic thought partner to me. I can recommend Iris without reservation to any company or individual. She’s a true gem.

    — Dr. Julia Getzelman, Founder & CEO of GetzWell Personalized Pediatrics | Small Business

  • Iris is an outstanding choice for organizations that are too small to employ a full-time CFO but still want to ensure that their accounting and tax procedures are state-of-the-art.

    Iris quickly came up to speed on the accounting issues present for our particular business and reorganized our chart of accounts to produce meaningful and useful financial statements, which now inform our day-to-day business decisions. She also interfaced with our CPAs and redesigned our data capture process around a challenging accounting matter that needed to be addressed. Iris is very bright, personable, decisive, quick to grasp business issues, extremely efficient with her time, and an outstanding professional who is truly a pleasure to work with. She has made immediate and substantial improvements to our business in a very short time.

    — Jonathan Cohen, Joseph Cohen & Del Vecchio PC | Small Business

  • Iris is a miracle.

    Not only has her patient, clear, super-competent financial guidance removed almost all stress from running my business, she's also helped me to save so much money that it has more than paid for her fee! Highest possible recommendation.

    — Michael T. | Business Owner

Additional Offerings

Fractional CFO & COO Services

Financial & Strategic Support for  Small Businesses

Board of Directors & Advisory Board Services