We provide companies in distress or with growth problems turnaround and restructuring services.
We determine where there are problems and where the company is performing. We create plans to stabilize the company and improve its performance. We strive to improve operations while minimizing disruptions to our clients and their employees, customers, and vendors.
We provides companies with interim and fractional CFO and controller services.
We work to streamline the financial functions of the company and create efficiencies. Our clients typically need us for a project or as a short-term solution. We help our clients take the next step without having to hire a full-time employee needlessly.
We provide tax planning, advisory, preparation, compliance, and planning services. Our clients are businesses, individuals, and estates.
We help plan to reduce their tax burdens, create tax efficiencies, maintain compliance with regulations, and prepare tax returns. We also research positions and provide our clients with advisory opinions.
We create simple or complex models to help businesses how their decisions today effect the future. Our models are typically used in three situations, start-ups, transaction support and advisory, and strategy.
Start-ups typically use the models to support their business plan, operational plan, and demonstrate to investors their ability to meet their goals. They are also used when discussing potential investments and how it will effect the overall company structure.
Transaction support and advisory services typically use the models to demonstrate the value of the transaction and how different terms and structures effect the company. The models are also used in turnaround situations to assist the interim management determine how they can create efficiencies and stabilize the company.
In strategy situations, the model is typically used to analyze strategic scenarios, planning for growth, planning for expansion, and adjusting the company’s capital structure.
We can create customized financial models for the clients we serve and they don’t need to fall into a category listed above. Typically each model is built from scratch and is completely customized to our client’s needs.
Typical list of financial model uses:
We can work with you to create your business plan. It can be for early stage planning, a start-up plan, growth planning and strategy, or for financing. We ask you general questions and follow-up with more specific questions to understand where you are and where you want to be.
Our goal is to provide you the roadmap to lead you to your destination. We have worked with companies in several industries at all stages of growth.
Depending on your personal plan and your goals, we can help you determine the steps to reach the goal.
Simply deciding to start a business with no plan, is planning to falter. Having a plan in place provides the guidance entrepreneurs need to stay on track and prevent any deviations from their goals. We can also help you with the decision of what type of entity to create and how it will fit into your future plans.
If you have any questions, please visit our contact us page or call us at 877-797-7948.
We can help companies in financial distress restructure and turnaround their operations. The company’s short-term survival must be ensured while also preparing for long-term success. We can assist the management team stabilize the financial situation while proactively creating a plan to profitability or optimized exit strategy.
All of our engagements begin with an initial diagnostic stage to determine key issues. When we determine the key issues faced, we create a short-term outlook and long-term plan to address the issues. We create realistic action steps to improve the company’s financial and operational performance, its overall value, and sustainability. We often take direct responsibility for implementing the action plan.
We advise clients on:
If you think we may be able to help, please contact us through our contact us page or call us at 877-797-7948.
204 Union Street, 2nd Floor
Bennington, Vermont 05201
Toll Free: (877) 797-7948
e-mail: LetsTalk@veracityfg.com
We have closed our Albany
office as of January 31, 2018.
Toll-Free (877) 797-7948
e-mail: LetsTalk@veracityfg.com