DRZIMMERMAN CONSULTING specializes in CFO consulting and financial advisory services for Professional Services Firms; with small and middle market private companies.

Annual budgeting Assist clients with single year financial plans-including Capex, cash flow Business planning, multi-year Three to five and ten year financial models as part of the strategic plan; includes cash flows, unit ownership valuations. Treasury management Banking relationships, credit agreements Equity ownership plans – stock and partnerships Assist in developing appropriate agreements for particular legal structure, i.e. shareholder agreements, partnership agreement, operating agreements. Real estate / Lease management Evaluate real estate assets and leases , compare to current market rates, and industry standards for space utilization and spend. International Business – establish operations, banking Assist with establishing branch offices, and/or new entities; M&A in the global market Assist with establishing banking and other professional services relationships Risk management Evaluate commercial and general liability insurance, business risk, professional liability insurance, and risk management policies and procedures. Retirement plans – IRA’s , 401 k’s (money purchase plans) Evaluate plans as to organization fit, administrative costs, investment performance, compliance. Firm structuring Advising on appropriate legal structure, operations plan, tax planning and company culture.

Evaluation of internal owner candidates Evaluate and create incentive bonus plans Design of transition plans; buy-sell agreements Valuation services - internal

Buyer and seller representation – assist with searches Valuation services – firm and targets Assist in negotiation and preparation of LOI’s Due diligence management