Our Services

Equity Portfolio Management Services

Private Equity/Venture Capital Companies

If you have one or more of your portfolio companies that are underperforming, contact us today. We offer a free of a cost telephone conversation where we talk about your challenges and difficulties, and how you can overcome them with equity portfolio management services. If you choose to work with us, we will brief you about our portfolio management services and proprietary assessment methods to determine whether it is a leadership issue that may just require some coaching or if there are other, more complex issues at hand. We will analyze your business model, marketing, finances, small private equity funds and other areas of the business that might be preventing your operation(s) and a team from performing at its peak potential. Then a plan of improvement and/or change is designed and implemented into the operation, including all the required training.

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Small Business Consulting

This is one of our “sweet spots.” Typically, our definition of a small business is the one that is generating $6 million or less in annual revenues. In fact, the majority of the people we work with are owner/operators who average about $2-3 million in revenue per year. If your small business is unable to reach the next level or is ready to break out, but you’re just not sure how to do it, then we can help you with everything. We have been doing just that with other companies for years. If you would like to find out how we can help your small private equity firms, contact us. You will be surprised to see how affordable our services are for the individual entrepreneur and how hands-on we can be. Unlike other firms, we take care of how you can reduce the costs of your project to a level that is needed. We don’t fill up time with papers, manuals or other nonsense then bill exorbitant rates for it. And the best part is that the consultation is free.

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Due Diligence

Wish to acquire a business? Let us be your trusted partner in checking everything out. The old saying “caveat emptor” is never truer than it is today.

Do you see the REAL picture?

Are you getting what you are paying for?

Are there “fishhooks” buried in the deal like back taxes or other legal obligations you may end up with if your deal is not investigated or structured correctly?

Questions like this can only be answered thoroughly by professionals who have knowledge and experience of handling equity group investments portfolio and who have worked through complex business transactions and will pull back all the layers to see what is exactly there before finalizing any deal. NEVER sign any contract for a business purchase without proper due diligence. Even if you don’t have the US performing the investigative aspect, feel free to call us and discuss your deals before you complete them.

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Interim Management

Unfortunately, good leaders leave sometimes. If you’ve lost an executive or need a leadership change for whatever reason, we are there to make sure your operation doesn’t skip a beat. We have experienced professionals who can step into any situation in a moment’s notice, learn quickly about where your business was and where it is going and take over the operation until you find your permanent replacement. We have professionals for CEO, COO, CFO, and others on a temporary or even for a long-term basis.

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Human Resource Management & Support

Comprehensive Compliance Review to ensure hiring/termination documents, handbooks, and existing policies and practices are up to date and compliant with federal and state law.

HIPAA Training & Compliance for companies required to be compliant with the Health Insurance Portability & Accounting Act on health-care related matters, including companies required to provide health insurance to employees.

Out-Boarding of Executives using us as a 3rd part intermediary for presenting departure options, severance packages, and outsourcing assistance for the individual to minimize the level of anxiety while providing new opportunities to pursue.

Crisis Management in employment matters such as workplace conflict, legal disputes, strikes, mass layoffs, and tension mitigation with larger groups enduring company or policy changes.

Unemployment Representation for defending unfounded claims for terminations.

Temporary Staff Placement for accounting and administrative positions as needed to fit the specific needs of your company with temp-to-hire option.

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interim portfolio management

Custom Services

Ask us about other services tailored to your needs and charged on an hourly or packaged structure, including:

  • On-demand advisory services for a “quick call that solves it all”.
  • Out-boarding of Executives
  • Crisis management in employee matters
  • Unemployment representation
  • Audit services
  • Temporary accounting services
  • Short-term financial or operational analytics
  • Many others as requested by clients
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Contingency-Based, Value Added Services

We provide our clients with additional ways to grow and save money. These services are paid only as a percentage of savings – and only IF & WHEN – we find them for you!

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Telecommunication Expense Management

We partner with Auditel, Inc., with 25 years of experience in managing telecom expenses for small and large companies on a global basis. Auditel has successfully recovered millions of dollars for some of the world’s largest telecom users in the world. Services include wireless management, training and comprehensive audits boasting some of the highest recovery rates in the industry.

Portfolio Management Services USA

Credit Card Merchant Audit

Our Credit Card Merchant audit helps organizations reduce payment processing expenses. Our proprietary tools audit and analyze credit card processing and provide transparency to merchant fees and statements. Fees are based only on a percentage of savings.

Financial Advisors for Business Success

Waste & Recycling Audit

Our analysis includes finding loopholes by conducting a thorough review of your property, past invoices and pricing schedule. Whether the property is located in a city with set pricing or an open market, we know what it takes to uncover big savings.

US Small Business Advisors

Worker’s Comp Insurance Audit

70% of all employers have overpaid on their Workers’ Compensation premium costs. Our team performs a review to determine if there is a significant opportunity for a lower rated classification as they are typically determined by insurance company underwriters.

Business Startup Consulting Services

Parcel Shipping Expense Software

Our audit software automatically downloads carrier invoices and secures refunds for clients. Our processes are not intrusive. Our partner currently has an annual audit volume of $1.6 Billion Dollars and our billing is based on a percentage of received refunds.