Management Consulting

Management Consulting Services

Accounting, Finance, and Business Strategy Services for Small Businesses

Management consulting for middle market companies is our specialty. Large corporations and multinational companies employ dozens, and sometimes hundreds, of people in their Accounting, Finance, and Business Strategy departments. Keystone Financial Services (‘KFS‘) believes that small and medium size businesses require the same functions and deserve top quality service. We deliver outstanding Financial Management and Business Strategy functions without the overhead, and on demand. We help our clients find and implement the right growth strategy for their circumstances and strive to be recognized as providing the finest advice and service.

Management Consulting

KFS offers business advisory, including the following services:

Part-time CFO
Fundraising
Financial Management
Business Strategy
Operations Transformation

Management Consulting - Corporate Finance Advisory

Strategic growth advisory
Financial management advisory
Capital structure optimization
Corporate restructuring
Acquisitions
Private company share valuation
Modeling and sensitivity analysis

Management Consulting - Real Estate Advisory

Combination transactions (land for developed property) advisory
Property dispositions
Real estate investments due diligence & analysis
Market analysis

Our clients include:

Real estate developers
Custom home builders
Real estate investors
Real estate operating companies (REOCs)
Management and real estate service companies

Investor Services

Investment capital financing (debt & equity)
Investment strategic advisory
Investment due diligence

Management Consulting

Keystone Financial Services (‘KFS‘) business advisory improves financial management and creates growth. We provide consulting and part-time CFO services to startups and middle market companies. Our professionals create accounting/finance infrastructure, and manage clients’ finances professionally, and cost-efficiently.