Since 1981 we have served clients as a trusted advisor. Our reputation is based on a total commitment to quality work and client satisfaction made possible by our:
- Best Practices Knowledge – With over 100 collective years of treasury consulting experience we have a wealth of knowledge to apply to client needs.
- Objective Advice – Our independence enables us to integrate differing internal stakeholder perspectives and objectively evaluate banks and treasury service providers.
- Accounting and Tax Integration – We provide complete solutions, integrating economic issues with the relevant GAAP and tax considerations.
- Extensive Global Consulting and Banking Experience – Our consultants have worked with hundreds of companies and financial institutions throughout the world. We understand the challenges faced by treasurers and bankers.
- Focus and Value – Treasury consulting is our only business. We bring a dedicated focus and a flexible, cost-efficient team approach to meet the needs of your project.
- Partner Involvement – The partner you discuss your project with will be involved in all phases of the engagement – this way we insure that clients get the benefit of our collective experience.
To ensure the quality and effectiveness of the consulting work we have performed, all engagements include a post-project assessment. This assessment is performed at a mutually convenient time following completion of the consulting engagement, typically 6 to 12 months later, and includes:
- A review of the recommendations made and their status. We address what has worked, review any roadblocks that were encountered and determine what adjustments and adaptations are appropriate.
- Discussion of changes that have occurred at the company during the period – organizational, systems, acquisitions, revenue streams – with suggestions for treasury and banking approaches to accommodate these changes.
- An update on treasury best practices, banking, treasury systems, international events, regulatory or tax changes that would be of value to the global treasury.
This assessment is performed without charge, it is our way of ensuring that our work and recommendations are practical, working well and have delivered the expected benefits. |
