Financial Advisory Services

The principals of SOGID™ Management Consultants are uniquely qualified to offer unmatched financial advisory services in a wide variety of areas.

Financial Advisory Services

Having extensive experience in both the business and banking sectors, the principals of SOGID™ Management Consultants are uniquely qualified to offer unmatched financial advisory services in a wide variety of areas that are critically important to any business. We take the time to get to know our clients, so we can create customized solutions for each one.

Whether there is a need for management consulting, debt and equity placement, restructuring or due diligence, we can utilize our resources and proven strategies to help you overcome roadblocks, optimize efficiencies and accomplish your financial objectives.

What Is Financial Modeling?   

When embarking upon a journey, it is always best to have a roadmap that clearly spells out the best way to reach your destination. Our Financial modeling services does just that.

We will work with you closely to lay out a concise plan to determine what specific action steps and resources will be needed to achieve the business goals you set out to accomplish. Having all stakeholders fully informed of and committed to a strategic plan from the inception of the process will dramatically increase the probability of success.

Interim Management Services 

If a company is to be successful in the long term, it must be properly guided by the right executive management team. An organization’s CEO must have the right mix of financial and operational experience, insight and vision in order to take a company into a prosperous future.

Should your business suffer the loss of a Chief Executive, the highly knowledgeable team at SOGID™ Management Consulting can help by providing immediate support with our Interim Management Services. Whether you need an interim CEO or CFO, we have the skill sets, knowledge and experience to fill a void and help you continue to accomplish your business goals.

The Benefits Of An Interim CEO/CFO

There are many advantages to utilizing the Interim Management Services provided by SOGID™ Management Consultants including:

  • 3+ decades of diverse business and banking experience.
  • Provides a fresh, objective assessment of the organization.
  • Helps identify areas where staff development is needed.
  • Provides a steady presence, lowering anxiety throughout the organization.

Learn more about how our Interim Management Services can help your organization in a time of need. Contact us today.

Management Coaching Services

In today’s ultra-competitive business environment, a company’s management staff must consistently perform at their best in order to help the organization achieve its goals. The highly knowledgeable and experienced team at SOGID™ Management Consultants have worked with many organizations to optimize the effectiveness of their leadership staff through our Management Coaching services.

Why Corporate Coaching Is Important  

Management coaching brings a new perspective to companies, often shedding light on new ways to resolve problems and maximize productivity. Our objective, unbiased approach to coaching is designed to help people in management positions continue to develop their knowledge, abilities and skills. When it comes to corporate coaching, a one size fits all approach does not work. The services we offer are individualized to the meet the unique needs of every employee.

Strategic Planning Services

Business Refinancing

Maintaining consistent cash flow and reliable banking/financing relationships are the foundation of every viable business. Sometimes, for a variety of reasons, it is necessary for a company to seek out new sources of funding. Whether it be due to an over extension with a current financing relationship, a need for recapitalization, acquisition financing or other important needs, the highly experienced team at SOGID™ Management Consultants can help you establish alternative financing options that will best meet your unique business needs.

Our process of matching your business with new potential financing partners involves the following steps.

  • Gathering information about your organization’s products and services, so your company’s story can be effectively told to prospective refinancing sources.  
  • A detailed evaluation of your company’s financial history and current financial standing.
  • Contacting appropriate financing sources on your behalf.
  • Taking the lead on negotiating the best financing terms and conditions to suit your needs.

Strategic Planning Services

As the old saying goes, hoping that things will go well in the future is not a reliable strategy for success. Companies must have a strategic plan that focuses both on their short and long term objectives. The creation of a strategic plan involves an analysis of many facets of your business, including emphasizing core strengths, customer service policies, product and pricing strategies, as well as other important considerations. Our team will work closely with you to develop an effective strategic plan, as well help determine the best way to execute it.

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