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CFI Partners
 
 
Profile: 

CFI Partners mission is to provide our clients with financial talent to meet their immediate and most pressing issues. Our consultants have over 30 years experience with the financial issues that confront an organization and typically held positions such a Chief Financial Officer, Controller, Treasurer, and operating positions. They have solved problems your company is facing today for organizations ranging from startups to large public companies.
Our services can include:

   Interim Financial Management
   Debt Financing and Restructuring
   Turnarounds and Work-outs
   Mergers & Acquisitions
   Sale and Divestitures
   Arrange Bridge, Mezzanine, and Equity Financing
   Financial Planning and Control Systems
   Accounting Systems Implementation
   Cash and Working Capital Management
   Strategic Planning
   Business Plan Development
   Management and Employee Buyouts
   Tax and SEC reporting

Working with senior management, we can leverage your abilities in situations where your current staff or skill sets are insufficient to take on the crisis du jour or any special projects. On each assignment we bring a:

   Base of knowledge - all of our team members have had experience developing and implementing solutions to similar situations.
   Complete solution - our network gives access to a huge talent pool that can provide the scope and ability to meet the accounting and finance needs of virtually any organization and industry sector.
   Cost effective services - we do not have the overhead of larger organizations and are thus able to offer lower rates for experienced staff.
   Flexibility - we provide services as needed, avoiding permanent changes in a company's cost structure

We can guarantee current availability of talents and resources needed to meet any challenge in accounting and finance. Our directors and consultants are highly focused on mutual assistance, providing a breadth and depth of capabilities no other consulting group can deliver. New technologies, particularly internet-connectivity, has made social networking a very powerful tool; representing weapons of mass collaboration. CFI Partners is pioneering adaptation of these methods, representing a proprietary and unique approach that connects our clients to literally thousands of skilled practitioners.

Let's discuss how CFI Partners can help your company capture the opportunities your business offers. To begin the process of determining an assignment's goals, we would urge you to contact us so we can dicuss how we can serve your needs.
Overview: 

The challenges of financial leadership have probably never been greater than they are today. A weakening economy, cost pressures, technology changes, regulatory requirements, just to name a few, all impose heavy pressure on businesses.

Companies need seasoned executive leadership that can make an impact quickly, with the flexibility to fit an organization’s needs. Internal staff is not always able to effectively handle all situations that arise, and many companies find outside resources to be useful. CFI Partners can provide significant assistance in financial management, business plan implementation, and investment banking.
Our focus is to Create the Financial Infrastructure that companies in transition need in order to achieve their goals.

We step in and provide immediate assistance; developing a business plan, upgrading financial controls and accounting procedures, negotiating alliance relationships, and raising capital. We position our clients for success and then take relentless, focused action to achieve the vision.


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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