Cash Management, Planning & Budgeting
Cash is the lifeblood of every business. We help create and tune cash forecasting and integrate it with your business plan.
Sourcing Equity & Debt Capital
Access to capital is crucial for success and growth, particularly in the middle market. Berggren & Morant
Consulting can help with approaching, relating with and to, financing sources. We know the lender space, understand the potential complexity of debt and equity raises and are by your side at every step.
Corporate Financial Restructuring & Crisis Management
Our team is experienced in organizing deep analytical dives into financial challenges and in formulating dynamic plans to head off a financial crisis before it happens. Options are supplied near real-time and can be either opportunistic or defensive, as the situation may demand.
Integrating the Finance Function with Accounting & Control
The financial strength of any business lies, in part, in the control and recording of day to day transactions; and the management of them with trackable KPIs (key performance indicators). In this, integrating finance activities with best practice accounting and control is essential. We can help with designing the reporting and interpreting financial results, as well as useable dashboards and KPIs. If needed, we also provide staff financial training.
Interim CFO Services
Berggren & Morant Consulting supplies both interim or part-time CFO and other contract accounting services. We can also help interface with risk management and insurance professionals to answer questions and solve challenges.
Growth, Merger & Acquisition and Exit Strategy
Every Berggren & Morant Consulting engagement is developed with an ultimate eye to increasing enterprise value. With solid professional experience in the M&A field we can provide independent guidance. To the benefit of the business, we are not investment bankers and we are not interested in selling your company!