Our Services

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How can we help you?

Financial Planning & Analysis

Measurable results provides actionable intelligence and enables critical business decisions. No hockey sticks here. Beacon builds plans you can trust. We turn raw data into board-ready intelligence.

  • Budgeting
  • Reforecasting
  • Rolling Operating Models
  • Monthly Management Reporting
  • Key Performance Indicators (KPIs)
  • Quarterly Board Reporting
  • Quarterly Lender Reporting
  • Weekly Flash Reporting
  • Profitability Analysis: Product, Customer, Business Unit
  • Buy/Build/Sell Analysis
  • Cash Management: 13 Week Cash Flow
 

Transaction Support

Billions in closed deals. Beacon gets you across the finish line. We deliver buy-side diligence, sell-side prep, valuation models, integration plans, and synergy tracking—flawless execution from LOI to close.

  • Financial Modeling
  • Buy / Sale Preparation and Execution
  • Valuation: DCF, ROI, Comparables
  • Equity Investments / Debt and Covenant Analysis
  • Special Situations: Restructuring, Under-performing, Unknown
 

Interim Services

Fractional or interim CFO/VP resources for FP&A, M&A, turnarounds, or lender negotiations—plug-and-play stability, no long-term overhead.

  • Chief Financial Officer
  • Vice President of Finance or Accounting
  • Director or Manager of FP&A
  • Corporate Development
 

Let's Work Together. Book a Free Consultation.