WE HELP SCALE, FIX PROBLEMS
AND LAUNCH NEW VENTURES

STRATEGIC ADVISORY

KG has a network of top-tier been-there-done-that professionals offering fractional C-Suite leadership, financial planning and analysis, research and development, accounting, bookkeeping and more.

FIELD EXAM
DILIGENCE

Click Here
person writing reports with pen

FRACTIONAL
C-SUITE

Click Here
tree with large trunk in daylight

GROWTH PREPARATION AND CLEAN-UP

Click Here
laptop with charts sitting atop coffee table

MODELING AND FINANCIAL ANALYSIS

Click Here

Full-service strategic M&A advisory: Stabilize to Sell to Transition (from COM to TOM/FSOM) preparing companies to sell, fractional and Interim C-Suite (CFO/COO/CRO), accounting/bookkeeping services, growth advisory, growth clean-up, outsourced financial modeling, financial analysis services, process optimization, cash flow management implementation, marketing and business plan development, budgeting and forecasting implementation, etc., feasibility studies, special projects, high risk negotiations…

Ask us how we can help

Reach out to a team partner today!

Anthony Lazzara

Managing Partner

Restructure, Turnarounds M&A Advisory

Joseph B. Wabick

Joseph B. Wabick

Managing Partner

Restructure, Turnarounds M&A Advisory

Gregory A. Paulus

Gregory A. Paulus

Managing Director

Restructure, Turnarounds, M&A

TESTED AND PROVEN

Kreshmore Group has worked on
hundreds of cases over the past 10 years
and has processes down to a science.

OUR SERVICE OFFERINGS

Kreshmore Group is your resource for M&A services, procuring mortgage refinancing, equity
injection, growth capital, emergency loans and troubled debt solutions since 2009. Take advantage of
our track record, connections and expertise.

INGENUITY AT WORK

Problem solving is what we do.
Our team is focused on adding value throughout every step of the process.

Field exams and field audits that require costly overhead are done at subpar levels when kept in-house at lending institutions. Kreshmore Group’s diligence services provide veteran attention to detail to ensure that banks are fully aware of all potential issues prior to funding or as a credit enters a workout.

  • Pre-funding field exam
  • Collateral exam
  • Monthly or quarterly field exams
  • Workout field audit / field exam

Many firms offer interim and fractional c-suite management but not many firms pride themselves on having a team of business owners. Kreshmore Group’s team is largely comprised of current and former business owners who have led and grown companies through a multitude of industries.

  • Interim CEO
  • Interim COO
  • Interim CFO
  • Fractional and ready-time CFO
  • Ready-time Controller

Lower-middle and middle-market companies are full of entrepreneurs who in many ways have grown in head count and revenue faster than systems and processes. Kreshmore Group is the perfect release valve for companies who need process assessments and tweaks in order to truly scale and operate at the next level.

  • Capitalization assessment
  • Recapitalization and debt right-sizing
  • Systems analysis and assessment
  • Accounting clean-up and controls assessment
  • SWOT and industry analysis
  • Business plan development
  • Budget creation and implementation

Most privately held companies do not require full-time financial analysts and high-level analytical models. Kreshmore Group’s modeling and financial analysis team serves clients an array of services that help them better understand their business and more efficiently operate.

  • Cash flow budgeting and monitoring
  • Budget implementation
  • Bespoke financial and business model creation
  • Outsourced financial modeling and underwriting
  • Due-diligence services