Single Point CFO™

Sample of Client Projects

  • Investment Management
  • Portfolio Risk Management
  • Portfolio Aggregation & Performance Reporting
  • Stock Option Strategies
  • Concentrated Stock Position Planning
  • Real Estate Transactions
  • Landlord & Tenant Negotiations
  • Private Equity
  • Tax Coordination & Planning
  • IRS Audits
  • Estate Planning Strategies & Implementation
  • Risk & Liability Analysis
  • Insurance Analysis & Implementation
  • Insurance Claims Process
  • Retirement Planning & Probability Analysis
  • Retirement Savings Optimization
  • Roth Conversions
  • Retirement Income Planning
  • Cash Flow Planning
  • Social Security Income Strategies
  • Medicare/Retiree Health Care Planning
  • Executive Benefits Analysis
  • Pension Analysis
  • Corporate Retirement Plan Design & Implementation
  • Liquidity Events
  • Starting a Business
  • Raising Capital
  • Partnership Issues
  • Evaluate Business Purchase
  • Handling Lottery Winnings
  • Employee Benefit Planning
  • Debt Analysis & Restructuring
  • Negotiation with Lenders
  • Credit Review
  • Family Governance
  • Working with Aging Parents
  • Family Loans
  • Family Business Planning
  • Charitable Planning
  • Dealing with a Disability
  • Special Needs Planning
  • Transition Planning
    • Divorce
    • Pre-Marital Agreements
    • Death
    • Business
  • College Funding
  • Student Loan Analysis
  • Spending Tracking & Analysis
  • Budgeting
  • Savings/Goal Analysis