Executive & Financial Advisory Services
- Business valuations for:
- Mergers & acquisitions (buyer or seller side)
- Partner buyouts and ownership divisions
- Estate planning and asset transfers
- Divorce or litigation purposes
- Corporate restructuring and turnaround consulting
- Executive compensation and incentive design
- Corporate governance and SOX (Sarbanes-Oxley) compliance
- Board-level financial performance reviews and strategy development
- SEC & EDGAR reporting assistance for public companies
- Private company IPO readiness consulting
Forensic & Investigative Accounting
- Forensic accounting and financial “detective work” — uncovering what’s really happening inside the business
- Fraud detection, embezzlement tracing, and irregular transaction analysis
- Insurance claim analysis and dispute support (when insurers fail to pay as agreed)
- Litigation support and expert witness reporting
- Verification of shareholder equity, partner contributions, and asset trail documentation
Valuation & Analytics
- Discounted Cash Flow (DCF), Adjusted GAAP, and Comparable Company Analysis
- Portfolio analysis and risk optimization
- Derivative and hedging strategy analysis
- Weighted Average Cost of Capital (WACC) calculation and capital structuring
- Corporate portfolio performance metrics and benchmarking
- Quantitative and regression-based forecasting models
- Profitability and margin analysis by product or division
Operational & Manufacturing Efficiency
- Manufacturing efficiency audits
- Cost reduction and process optimization studies
- Capital budgeting and project ROI analysis
- Cash flow optimization and working capital management
- Supply chain and logistics cost analysis
- Break-even and performance modeling for expansion projects
Tax Strategy & Multinational Structuring
- Advanced multinational tax planning
- OECD-compliant transfer pricing & BEPS planning
- Basel III compliant asset origination and banking advisory
- Tax-qualified reorganizations and stock-for-asset swaps
- Offshore and onshore tax efficiency analysis (Belize, Ireland, Puerto Rico, etc.)
Mergers, Acquisitions & Corporate Finance
- Target company analysis and valuation
- Deal structuring (forward & reverse triangular mergers)
- Stock-for-asset transactions and tax-qualified reorganizations
- Integration planning and post-merger efficiency analysis
- Investor relations and capital raising documentation
- Pitch deck and executive summary creation for venture funding
Advisory Software & Analytics Tools
- Custom Excel / AI / AutoGPT-based decision optimization tools
- Financial model automation (forecasting, valuation, sensitivity analysis)
- Implementation of FP&A dashboards for CFOs and boards
- AI-assisted cost allocation and capital expenditure analysis
Investor & Market Communications
- Investor relations and public relations strategy
- SEC, SOX, and audit preparation coaching for management teams
- Deck writing for venture funding or acquisition positioning
- Financial narrative and investor confidence optimization
Education & Credentials-Based Services
- Doctoral-level financial education workshops for executives and boards
- Speaking engagements on corporate finance, econometrics, or valuation
- Training sessions on “how to read a financial statement like a forensic analyst”
Unique Differentiators
- Doctoral-level training in financial management and econometrics, graduated with honors
- Proven history in publicly traded and high-growth private firms
- Co-founder and major shareholder of AlterAg, a $250M dairy enterprise supplying milk to Grassland who makes ⅓ of U.S. butter
- Experienced venture fund manager with 400%+ annual growth track record
- Elevated to the nobility after making money for a prominent UK individual and formally recognized by the representative of King Charles
- Never earned less than an “A” across all graduate and doctoral coursework — a record of precision and excellence
Financial Analysis, Valuation, and Advisory Services
We specialize in uncovering the true financial story behind your business. Whether you’re preparing for a sale, negotiating a buyout, settling an estate, or resolving a dispute, our expertise brings clarity, accuracy, and actionable insight to every engagement.
Core Services
Business Valuation Services
- For Acquisitions & Mergers: Independent valuation reports for buyers seeking to understand the true worth of acquisition targets.
- For Business Sellers: Accurate, defensible valuations that maximize sale value and support negotiations.
- For Partner Buyouts & Estate Divisions: Fair and objective valuations to ensure equitable treatment among stakeholders.
Forensic Accounting & Financial Detective Work
When numbers don’t add up, we dig deeper. Our forensic accounting services identify hidden losses, financial mismanagement, fraud, or irregularities within corporate financials. We bring clarity to complex disputes and provide expert support for litigation or insurance claims.
Corporate & Financial Advisory Services
Strategic financial guidance for growth, restructuring, and optimization:
- Mergers, acquisitions, and divestitures
- Capital budgeting and debt restructuring
- Multinational tax mitigation and transfer pricing (OECD-compliant)
- Executive compensation strategy and performance metrics
- SEC, EDGAR, and Sarbanes-Oxley compliance
Insurance Claim Analysis & Dispute Support
If your insurer isn’t paying out as promised, we can help. We evaluate complex claim disputes and provide the documentation and analysis necessary to enforce fair payouts.
Profitability & Efficiency Analysis
We specialize in finding hidden inefficiencies and improving profitability across manufacturing, agriculture, and production industries. Using advanced data modeling and decision optimization software, we help businesses achieve measurable gains in performance.
Why Choose Us
- Doctoral-Level Expertise: Led by a Doctor of Business Administration specializing in Financial Management.
- Unmatched Accuracy: Experience working with PCAOB and FINRA-compliant accounting firms and SEC-reporting companies.
- Proven Results: Helped take firms from startup to over $250 million in shareholder equity.
- Recognized Excellence: Honors graduate, award-winning financial strategist, and recognized in the United Kingdom’s nobility rolls.
- Cross-Industry Experience: Food production, agriculture, manufacturing, biomed, financial services, venture capital, and more.
About the Consultant
With over two decades of experience advising CEOs, CFOs, and boards of directors, our principal consultant has worked with publicly traded companies, fast-growing private firms, and international ventures. Past clients include an Inc. Magazine #1 Fastest Growing Company and multiple multi-million-dollar enterprises.
Doctoral dissertation research included a critical analysis of a Nobel Prize-winning financial model, demonstrating the ability to see beyond conventional theory and uncover what truly drives corporate value.
Get in Touch
We’re currently accepting new consulting engagements for:
- Business valuations
- Forensic accounting
- M&A and exit strategy advisory
- Profitability analysis
- Insurance and legal support
Contact us today to schedule a confidential consultation and see how we can bring clarity and precision to your financial decisions.
NOTE: None of the financial and banking offerings here from our affiliates are tied directly to Biz2Biz Consultants. They are industry professionals who agree to work with us when projects call for services they provide. We only provide personal introductions to them and it is always up to you ,the client, to except there services. We do NOT give financial or investment advice.