Advisory

Advisory

Achieving sustainable financial growth reaches far beyond the most stringent accounting and tax compliance matters. Drawing from a network of trusted advisory professionals, we stay ahead of the trends and models that impact operations and profitability. We are particularly proud of our ability to provide solutions to the unique challenges our clients face.

Clients repeatedly call RMG to evaluate their business models and provide insight needed to make informed operational decisions in concert with financial goals.

Advisory Services:

Management Consulting & Advisory
Transaction Strategy & Advisory
Certification & Prequalification Services
Succession Planning
Technology Support

CFO Advisory

At RMG, our team of experienced professionals deliver a wide range of financial, strategic, and operational services to meet our clients’ current and future financial goals while working closely with them as an advisor. A few key objectives are financial turnaround, growth initiative, or building a turnkey organization ready to sell.

With our Management Consulting & Advisory Engagements, we build a back office, oversee cash flow management, budgeting, forecasting and financial reporting. We ensure timeliness, accuracy, and usefulness of financial and management reporting. We implement and customize new accounting software and technology while also improving financial processes and internal control design. We assist in securing financing for working capital, growth initiatives and real estate. Most importantly, our professionals work to improve and maintain the relationships with our clients’ key stakeholders.

RMG has a proven track record of success. Depending on our clients’ needs, we have varying levels of service we can provide to support and add value to our clients’ businesses. Whether it’s a temporary engagement while searching for a permanent professional, or only a part time resource, our team is the ideal strategic partner.

Transaction Strategy & Advisory

RMG has emerged as a valuable resource in the transaction strategy and advisory space. We strive in our ability to assist clients implement best practices, produce real-time reporting, and forecasted reports, as well as work as a trusted advisor throughout the due diligence process.

RMG works closely with our clients to produce monthly management reports that will track key performance indicators, as well as real-time projections. This is a crucial process as it allows our clients to have more comprehensive reporting for interested third parties. We also perform deep dives into the accounting software to estimate the quality of earnings adjustments that will arise both for and against our clients so informed decisions can be made.

Utilizing the management reports and analysis we provide, RMG provides our clients with estimated enterprise values. We use these estimates to project tax implications, as well as the net cash flows our clients would receive at each target selling price. This is crucial so a minimum target price can be established.

RMG has successfully acted as transaction strategy advisor for numerous clients over the last few years. The prospect of selling a business can be both exciting and stressful. We take pride in our ability to act as a reliable partner to our clients throughout the entire due diligence process.

Certification & Prequalification Services

For clients who intend on securing contracts with governmental agencies, we provide guidance throughout the prequalification and certification process. We will also identify opportunities for clients to obtain MBE, WBE, SBE, DBE, 8A, Hub Zone, and SDVOB certifications when they meet the applicable criterion.

Succession Planning

The importance of a succession plan cannot be overlooked. Each plan is designed to attain operational continuity while maximizing shareholder value. RMG collaborates closely with clients, advisers, and key personnel to ensure successful execution of the plan.

Technology Support

A common scenario encountered during the initial assessment of a clients’ use of technology is the under-utilization of the systems’ capabilities as intended. Accounting system implementation and migration can be costly and labor intensive. Our team is cognizant of the cost benefit to the client and implements strategies that will attain desired goals in a timely manner based on the financial and human resources available from the client.

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