Strategize Financial Modelling

Finance for companies without finance departments

Our Services

Fractional CFO

Strategize offers flexibility to suit a company’s specific needs and budget.

Our clients enjoy a cost-effective CFO resource at a fraction of the investment.

Your business leverages our broad strategic financial management expertise.

Strategize helps businesses with specific financial challenges periodically.

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Advisory

Strategize would analyze the financial health and performance of your business or a target company, usually before a merger, acquisition, or investment.

Your company would receive detailed financial modelling to validate the financial accuracy of your business or target.

Strategize analyzes the quality of earnings, cashflow, debt and liabilities, projections and operational metrics of the business in question.

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Due Diligence

Our firm can deliver strategic financial planning or budgeting to your company via driver-based financial modelling.

Executive decision support to your company’s management to improve financial and operational performance.

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Strategize Financial Modelling
Strategize is a fractional CFO, financial modeling and advisory firm.

About Strategize

Strategize is a fractional CFO, financial modeling and advisory firm.

We focus on servicing private equity, middle market, family office and banking clients; both public and privately owned companies.

We are an independent, boutique firm with no conflicts of interest.

We work in the best interest of your company’s business and stakeholder needs.

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