Our Services
How we can help
Patriot Financial Consulting provides Best Practice support to organizations looking to enhance financial strategy and financial operations. Our services target specific, measurable outcomes for opportunities within your organization. We do not just provide general financial support; learn about when and why you should bring in PFC:
Financial Optimization
Raising Capital or Restructuring Debt
Enterprise Scalability Support and Financial Operating Procedures
Executive Leadership Financial Planning and Shareholder Strategies
Growth Planning
Financial Strategy Development and Improvement
Multi-Year Financial Modeling and Cash Flow Forecasting
Merger & Acquisition Support
Issue Resolution
Low Margins or Margin Compression
Consistent Cash Flow Problems
Special Projects
New Accounting System Integration
Bank Loan Structuring
What We Do
Business Value Optimization
We work with you to ensure that the business understands your current company valuation and provide recommendations to best optimize your company’s value via financial forecasting, cash flow forecasting, and updated business valuation estimation based on standard valuation models.
Contingency Planning
We evaluate current contingency plans and identify risk gaps for your business. PFC supports business contingency financial planning, multi-year forecasting, organic and inorganic growth and scalability assessments, and working capital analysis and maximization.
Financial Operations Optimization
We help you ensure that your enterprise is using best practices for all financial operations through financial operations optimization, treasury and cash management, streamlined financial closing and financial reporting, cost control system and procedure analysis, and board-level financial communications.
Perpetuation and Exit Planning
We evaluate your leadership continuation and exit strategies to ensure business planning is aligned with your stated goals. We provide support for mergers and acquisition evaluation, negotiation and analytics, strategy and evaluation of capital structure funding sources for privately-held businesses, and pre- and post-sale transaction strategy.
Results Matter.
Privately Held Private Equity-Backed Company
We worked with our client to facilitate a Year 1 turnaround and Year 2-4 operational efficiency increase, revenue growth, and EBITDA growth.
Result:
Improved EBITDA margin from 4.1% to 14.7%
High-multiple exit transaction
Privately Held Services Company
Our Client lacked a long-term strategic and financial plan. We provided broad-level support and strategic guidance for the duration of our engagement.
Result:
A multi-year strategic plan with valuation estimates, cash flow management, and key milestones.
Privately Held Distribution Company
We performed financial lever analysis for our client to remove costs from the business and improve working capital. We created highly complex cash flow modeling for short-term, mid-term, and long-term cash scenarios.
Result:
We identified and executed on four financial levers to reduce costs and improve working capital by $26M.
“Our financial consulting model is based on best practices. Our clients always receive deliverables to the highest industry standards.”
— Guy Jackson, Founding Partner
Pricing Options
Hourly Billing
This option grants our clients flexibility to control how much or how little they are billed based on the work they need us to perform.
Project-Based
Billing at the project level locks in the total price upfront and avoids any potential surprises over the course of our engagement with you.
Monthly Retainer
Clients who prefer fixed, predicable monthly payments typically choose this option to help with their budgeting needs.
Other
We understand that every client has unique needs. We can create mutually agreed upon pricing structures that work for your projects.