Financial Consulting

Sometimes it becomes difficult to separate the need to buy, sell, capitalize or borrow from other situations an organization confronts. Stonemark performs a number of consulting services in almost any area which affects the financial performance of a company.

We can be employed for short-term engagements to produce certain documents such as Business Plans or Loan Request packages. Or you can ask for continuing help and advice to address the problems or opportunities you may face; like feasibility, expansion or management.

We sometimes perform certain operational functions, such as Financial Management, Budgeting and even Sales and Marketing Management on a part-time or interim basis. An arrangement that can give you a Chief Financial, Chief Marketing or Chief Production Officer at a fraction of the cost.

The areas we most often consult in are as follows:

· Business Valuations and Appraisals
· Business Plans
· Marketing Plans and Feasibility
· Budgeting and Proformas
· Financial Design
· Investment Analysis
· Strategic Plans and Opportunities
· Sales and Sales Management

Document preparation requires a solid understanding of your business, its market and its industry. It may be necessary to dig deeply and plan precisely to recommend the most effective solutions. Yet such projects do not necessarily require immense budgets and lead times.

We can react quickly and efficiently in order to help you with critical decisions, and at a reasonable cost.

"Best advice I’ve seen. Clear-reasoned and well-presented.
I was impressed."