Enterprise & Corporate Finance Solutions.

Promenade Advisors brings the experience and leadership needed to manage large-scale projects. We build full-service packages tailored to your company, providing comprehensive solutions from start to finish.

Please contact us for an estimate of services.

EVERYTHING YOU NEED

All In One Place.

❖ Bookkeeping

❖ CFO Leadership

❖ Financial Planning

❖ Tax Preparation

❖ Business Strategy

❖ Human Resource Department

❖ Investor Relations

❖ Compliance

Let's Chat

Enterprise Solution FAQs.

  • We have over 50 combined years of experience working with major corporations, family companies, and venture capital backed startups. Providing tailored financial strategies that optimize performance and drive growth. Read more about our Team and projects in the About Us section, here.

  • We have extensive experience across multiple industries, including consumer products, technology, Software as a Service, and Web3. We understand that each industry has specific challenges that requires one to anticipate changes and also opportunities with foresight that can only come from years of experience.

    We provide strategic financial solutions or options for our CEOs that are no nonsense so they can make a decision and move on to the next priority. We pride ourselves on concise and to the point communication.

  • We prioritize building strong relationships with stakeholders (team members from various departments) to ensure everyone is aligned on goals and expectations. Regular communication and transparent reporting are key to our approach, making sure all parties stay informed throughout the project. We use shared documents to streamline this process and often are invited to our clients Monday, Asana, ClickUp, Slack, or Basecamp.

  • We will assist in providing any of the financial due diligence requests and negotiating a term sheet from a lead investor - both the terms and pre-money valuation. Our firm does not raise capital for our clientele.

  • What truly sets us apart is our focus on the finer details and building strong relationships. We believe long-term success comes from not just executing strategies but fostering meaningful connections within your organization. It is not uncommon for our clients to include us on the team slide of their investor pitch decks which we are honored to be part of.

  • Yes, we provide end-to-end support for M&A transactions: from assessing target opportunities, synergistic analysis, due diligence, valuation analysis, fairness opinions, term sheet negotiations, and post transaction integration. Many deals might be associated with an insolvency or liquidation whereby the intellectual property, physical assets, and/or team are being acquired (Acquihiring). Transaction activity is billed separately from our monthly fixed fee structures.

  • We incorporate risk management into every aspect of our financial strategies, identifying potential risks early and developing contingency plans to mitigate them. Our proactive approach ensures your business can navigate uncertainty in the global economy while staying on track with the annual plan across each of the functional areas we have listed in the section above.

  • Yes. after our scheduled consultation to learn about your business and its needs we will share an estimate of our starting monthly fee. We do not bill hourly for services except during periods of extensive time and accessibility for M&A transactions and investment capital fund raising. This is how we keep our fees low for our clients.

READY TO BEGIN?

Contact us today to schedule a consultation.

SCHEDULE A CALL