DO I NEED A FINANCIAL CONSULTANT ?

Outside financial consultants are important to companies as they evaluate business options and decide on a course of action. Engagements include.

·      Tactical: For example, evaluation of technology upgrades including cyber protection. The client knows the investment is needed and asks the consultant to do the due diligence and vet the plan

·      Strategic: A common question today us about moving to the cloud, and whether a hybrid alternative might be appropriate. The consultant works with the organizations IT teams to  build a roadmap to determine which cloud approach makes financial sense in the short and medium term.

·      Cost Analysis: Where can an organization cost optimize. Examples include cost reductions from automation, use of AI to replace or augment personal

Generally, insights from 3rd party financial consultants can surface quickly surface unexpected issues to be resolved and the resulting savings more than justify the consultant cost.