Gain access to seasoned financial leadership on a fractional or interim basis. Whether you need support during a transition, a critical project, or ongoing guidance, our CFOs deliver strategic insights and operational expertise to position your company for success.

Service:

We provide experienced CFOs and Controllers on a fractional or interim basis to deliver strategic financial leadership tailored to your needs. Whether you’re undergoing rapid growth, facing financial complexity, or transitioning leadership, our CFOs step in to provide stability, insights, and long-term solutions.

Challenges We Solve:

• Lack of in-house financial leadership during critical transitions or periods of growth.
• Difficulty managing complex financial challenges without the cost of a full-time executive.
• Inadequate strategic planning, cash flow management, or financial oversight.

How We Help:

Our CFOs integrate quickly with your team, leveraging deep expertise to streamline operations, establish financial discipline, and position your business for sustainable success.

Ensure compliance and accuracy in your financial statements. From private reporting to navigating the complexities of SEC requirements, we provide comprehensive support to help you meet regulatory standards and investor expectations.

Service:

From preparing private financial statements to meeting the rigorous demands of SEC reporting, we ensure your financial reporting is accurate, compliant, and timely. We help you navigate complex regulatory landscapes with confidence.

Challenges We Solve:

• Difficulty meeting reporting requirements for private or public companies.
• Inconsistent financial data, inaccuracies, or non-compliance with regulatory standards.
• Challenges preparing for audits or responding to investor scrutiny.

How We Help:

Our team implements best practices, ensures compliance with accounting standards, and provides clear and actionable financial insights for stakeholders.

Optimize your financial infrastructure with robust processes and effective cash management strategies. We streamline operations, improve liquidity management, and safeguard your financial stability, ensuring you’re prepared for growth and challenges.

Service:

We streamline financial operations and implement treasury management strategies to optimize cash flow, manage liquidity, and reduce financial risk.

Challenges We Solve:

• Inefficient cash management leading to liquidity crunches.
• Disorganized financial operations affecting decision-making and scalability.
• Vulnerabilities in fraud prevention or operational inefficiencies.

How We Help:

We create systems to monitor cash flow, manage working capital effectively, and establish processes that drive operational excellence.

Establish and strengthen internal controls to enhance operational efficiency, mitigate risks, and ensure compliance. Our team designs customized frameworks tailored to your business needs, setting the foundation for sustainable growth.

Service:

We design and implement internal controls to safeguard assets, ensure accurate reporting, and improve operational efficiency.

Challenges We Solve:

• Lack of oversight leading to fraud, errors, or compliance issues.
• Inefficient or undocumented processes hindering scalability and growth.
• Challenges meeting audit or regulatory requirements.

How We Help:

Our customized frameworks enhance transparency, mitigate risks, and provide a strong foundation for sustainable growth.

Develop a high-performing finance and accounting team with our recruitment expertise. Whether you’re building a domestic team or leveraging offshore talent, we help you create a cost-effective, scalable back-office solution aligned with your goals.

Service:

We help businesses recruit and build domestic or offshore finance and accounting teams that align with operational goals and cost-efficiency strategies.

Challenges We Solve:

• Difficulty sourcing skilled talent for critical finance and accounting roles.
• High costs of maintaining a fully in-house team.
• Need for scalable back-office solutions to support business growth.

How We Help:

We leverage our expertise and network to recruit top-tier talent, ensuring your back office is equipped to meet your business needs efficiently and cost-effectively.

While we do not currently offer in-house tax services, we partner with a carefully curated network of trusted tax professionals to ensure your business remains fully compliant and benefits from expert tax strategies tailored to your needs. These partners are leaders in their fields, providing innovative solutions and proactive advice to optimize your tax position while ensuring adherence to regulatory requirements.

Our collaborative approach allows for seamless integration between our financial services and your tax planning. By working closely with our partners, we ensure that your financial operations, reporting, and tax strategies align to support your broader business goals. Whether you need assistance with compliance, tax credits, international tax considerations, or advanced planning, we’ll connect you with the expertise necessary to deliver exceptional results.

With Titan Advisory, you can rest assured that your tax needs are addressed with precision and care, giving you the freedom to focus on growing your business.

Take your company public with confidence. We guide you through every stage of the IPO process, from readiness assessments to compliance and regulatory preparation, ensuring a seamless transition to public markets.

Service:

We guide companies through the complex IPO process, from initial readiness assessments to compliance and regulatory preparation.

Challenges We Solve:

• Uncertainty about IPO readiness and required processes.
• Inexperience navigating regulatory and SEC requirements.
• Lack of robust financial systems and controls needed for public company reporting.

How We Help:

• Preparing Your Organization for Public Markets: We guide your business through the complexities of IPO readiness, ensuring all aspects are aligned with regulatory and market expectations.
• Building Necessary Infrastructure: We establish robust financial systems, reporting frameworks, and governance structures required for public company operations.
• Managing Stakeholder Communications: Our team develops and executes effective communication strategies to engage investors, regulators, and other key stakeholders.

Navigating Regulatory Requirements: We ensure compliance with all relevant regulations, including SEC filings and disclosures, to facilitate a smooth transition to public markets.

Maximize value during a company exit, whether through acquisition, merger, or divestiture. We provide strategic guidance, valuation support, and negotiation expertise to help you achieve the best outcome.

Service:

We provide strategic guidance for mergers, acquisitions, or divestitures, ensuring businesses maximize value during exit events.

Challenges We Solve:

• Difficulty valuing the company and negotiating favorable terms.
• Inadequate preparation for due diligence or transition processes.
• Risk of undervaluation or unfavorable deal structures.

How We Help:

• Providing Expert Advice: We leverage our extensive knowledge and experience to guide you through complex financial and business decisions.
• Conducting In-Depth Financial Analysis: Our team performs thorough evaluations of financial data to uncover insights, identify opportunities, and address potential risks.
• Negotiating on Your Behalf: We represent your interests with precision and skill, ensuring you achieve favorable terms in agreements and transactions.

Securing the Best Possible Outcomes:

We are committed to delivering results that align with your strategic goals and maximize value for your business.

Secure favorable terms in your business agreements. Our experienced negotiators analyze and structure contracts to align with your objectives, mitigate risks, and protect your interests.

Service:

We assist in structuring and negotiating contracts (vendor and supplier agreements, employment agreements, acquisitions agreements) to align with your strategic goals and mitigate risks.

Challenges We Solve:

• Negotiation impasses that delay critical business agreements.
• Lack of clarity or understanding of contractual obligations.
• Risks stemming from unfavorable terms or overlooked liabilities.

How We Help:

• Advocating for Your Interests: We act as your dedicated representatives, ensuring that your priorities and objectives are reflected in every contract.
• Ensuring Clarity and Fairness: We meticulously review and draft agreements to eliminate ambiguities and establish equitable terms.
• Mitigating Risks: Our team identifies potential risks and liabilities within contract language, providing solutions to safeguard your business.
• Negotiating Favorable Terms: We leverage our expertise to secure cost-effective, strategically advantageous agreements tailored to your needs.
• Aligning Contracts with Business Goals: We ensure that each agreement supports your short- and long-term operational and financial objectives.
• Comprehensive Support: From vendor and supplier contracts to partnership agreements, we provide guidance across a broad range of contractual scenarios.

Navigate transactions with confidence. We perform thorough due diligence to evaluate financial, operational, and strategic considerations, ensuring you have the insights needed to make informed decisions.

Service:

We conduct comprehensive due diligence to evaluate the financial, operational, and strategic aspects of potential investments, partnerships, or acquisitions.

Challenges We Solve:

• Insufficient information to make informed investment or acquisition decisions.
• Undetected financial or operational risks in target companies.
• Uncertainty about valuation or strategic fit.

How We Help:

• Identifying Risks: We conduct thorough evaluations to uncover potential financial, operational, and strategic risks that could impact your decisions.
• Highlighting Opportunities: Our due diligence process pinpoints areas of value and growth potential to maximize the benefits of your investments or transactions.
• Delivering Critical Insights: We provide comprehensive, actionable insights that inform your decision-making and align with your strategic goals.
• Enabling Confident Decisions: By addressing uncertainties and validating key information, we empower you to proceed with clarity and assurance.

Choose the right vendors with confidence. Titan Advisory helps you identify, evaluate, and select vendors that align with your strategic goals and operational needs, ensuring optimal outcomes for your business.

Service:

We provide end-to-end support in vendor selection, covering everything from software and technology solutions to auditors and professional service advisors. Our process ensures you partner with vendors that meet your quality, cost, and scalability requirements while minimizing risks and maximizing value.

Challenges We Solve:

• Overwhelming number of vendor options, leading to difficulty identifying the right fit.
• Lack of transparency in vendor offerings, pricing structures, or contractual terms.
• Risks of selecting vendors that don’t meet quality, compliance, or performance standards.

How We Help:

• Conducting a thorough needs assessment to understand your specific requirements.
• Researching and shortlisting vendors based on industry reputation, capabilities, and alignment with your goals.
• Managing the RFP (Request for Proposal) process to gather and evaluate vendor proposals.
• Facilitating contract negotiations to secure favorable terms and protect your interests.
• Providing objective, data-driven recommendations to ensure you make the most informed decision.

With Titan Advisory guiding your vendor selection process, you’ll gain the clarity and confidence needed to build successful partnerships that drive your business forward.