Services PPMT
Our Services
CFO Services
We lead your accounting and finance department and provide oversight in the preparation of historical information and analysis, to better plan for future profitability. Our services include:
Accounting systems & controls review,
G/L selection & conversion,
Forecast and Budget Review,
Board Presentation
Banking and debt financing,
Risk management & Strategic planning,
Business Reorganization
Business Services
We offer a wide range of consulting services to help you improve business operations, boost efficiency and increase the bottom line. We apply the 5P’s to your business; Plan, Prepare, Passion, Process, and Profit. The following are some of the services we provide:
Business planning
Accounting system set-up
Accounting – Bookkeeping
Reorganization of business
Payroll services
Internal Control Review
SEC Consulting
We are available to help you prepare or review any SEC filing, in conjunction with your SEC attorney. We can also help you to ensure you are filing the right document at the right time to achieve your business or capital goals. Our services include:
Financial statement preparation
Registration statement preparation
Audit preparation
Stock option valuation
Reverse mergers
Mergers and acquisitions
Execution Effectiveness Solutions
We offer several high-impact solutions to turbocharge execution so your business can more consistently hit challenging goals and capitalize more effectively on aggressive opportunities for growth and profit. Our solutions are tailored to the unique needs of your business so they have maximum impact on operating results and on the bottom line. Our services include the following solutions:
Power90 is a structured quarterly workshop for top-teams that enhances their ability to execute effectively and achieve measurable 90-day priorities and plans
Power7 is a structured top-team weekly meeting rhythm that monitors weekly progress and ensures execution momentum is on track
Right-Seats Architecture enables you to systematically establish the optimal organization to maximize your results and achieve your business objectives
Right-People Scorecards ensure every position in your organization has someone in it who is i) highly competent, ii) a tight fit with your operating culture, and iii) crystal clear about their accountabilities
Right-Actions Engine builds and maintains a behavior-driven pathway that will eventually enable you to run your business on “autopilot” as every person learns to operates more effectively with less supervision
Surface-Examine-Resolve is a framework and set of best practices to suss out and resolve the biggest unaddressed issues that impede performance
Power7 Leadership Cascade is a coaching program for leaders across your organization that will enable them to build powerful execution muscles on their respective teams
Individual Execution Mastery is a coaching program tailored to individual leaders aimed at strengthening their ability to execute effectively
Biotechnology Consulting
We advise Management & Stakeholders on:
Product Commercialization – Sales and Marketing
Capital Formation and Structure
Introduction to Potential Board Members and C-Level Executives
Introduction to Distribution Network
Due Diligence on Target Companies
Financing
SEC Advisory Services
Incubate Early Stage Companies
CFO Services
Digital Presence
Tax Services
We treat each tax return/issue as if it was our own. Whether you are an individual, business or a publicly held company, our CPAs and Business Advisors can address the following:
Federal taxation
State and local taxation
Sales and use taxation
Property renditions
Representation of clients before the IRS and various state taxing authorities
Tax Planning
