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Strategic Business Services

  • Strategic planning and execution framework
  • Annual business planning with linkage to strategic plan and integrated financial planning
  • Management incentive compensation development
  • Succession, transition & exit planning
  • Merger & Acquisition preparation and process management (buy or sell)

Performance Optimization

  • Issue & opportunity root cause analysis
  • Operational reporting & improvement
  • Metrics & goal setting
  • Turnaround management

CFO Advisory Services

  • Capital structure
  • Financing
  • Financial planning
  • Treasury management
  • Risk management
  • Employee benefit plan design and management
  • Interim CFO oversight

Are you ready to experience the Edge Financial Strategies Difference?

Get the Edge

Edge Financial Strategies provides real world, experienced Chief Financial Officer perspectives to your business issues, opportunities and strategies. We are more than just idea people. We have hands-on experience with middle market businesses utilizing custom designed approaches that overcome obstacles and accelerate value. We know how to avoid the mistakes many businesses make.

Operating in today’s business environment is more difficult than ever. The pace of change continues to accelerate. If you are not on the leading edge moving forward, your competitors will be. Don’t allow your financial strategies to limit your outcome; rather structure them to help ignite your growth. Let us help you develop your Edge, with the plan and capabilities to take your business to a new level.