Our specialist industries

With 30+ years of professional experience, across the platform industries, we are specialist CFOs, Controllers, Management Consultants, Technology, and Business Developers for you

pe/vc/fo cfo

Fund/GP/Management Company

Fund formation through Liquidation Complete Accounting, Waterfall Calculations, Investor Reporting

TECH CFO

AI powered automated solutions, LLM/NLP developers, Business Intelligence, workflow operations, Cost Controls, Strategic alliances

RX CFO

EBO for Physician Groups, AI powered Patient intake, Prior Authorizations, RPM, RCM/PM, Practice Acquisitions and Practice Development

Our Work

Sophisticated Solutions – Comprehensive and Technology Driven Single-Point Solution Group of experienced CFOs, AI Technology Experts, Attorneys, from Private Equity/Venture Capital, Healthcare, Start-ups, Professional Advisors partnered with CPAs, Attorneys, Technology Companies, and Business Developers