About us.
Our financial consultants are highly experienced and well-versed in a variety of industries and disciplines. Trust in our expertise to achieve the best outcome for your business.
25+
Projects Completed
Our team has completed over 25 engagements.
100%
Company Pedigree
All consultants have degrees from top educational institutions and have experience in many of the world’s largest, most reputable, and prestigious firms.
20+
Years of Experience
The team average experience each team member is over 20 years.
Area of Practice
We focus on the financial success of your business across several industries, including technology, media, real estate, manufacturing, business services, hospitality, and banking.
01
Portfolio Management
We will work with you to create a personalized plan to help your company achieve its financial goals.
02
Performance Reviews
We help keep your financial planning and accounting department on track and accountable for the business results.
03
Financial Planning
We use sophisticated financial models to help build pro formas that will enable you to control the growth of your business.
Our Amazing Team
Our consultants are highly experienced and well-versed in a variety of industries and areas of finance. Trust in our expertise to achieve the best outcome for your business.
Founder & CEO
Kevin F. Rudden
Experienced recognized financial expert with background in management consulting, investment banking, private wealth management, and capital markets.