Companies are often faced with circumstances that require a specific skill set or experience that is necessary but may not warrant the hiring of a full-time employee. Whether you’re in need of a special financial project, would like assistance managing through a period of transition, or want a third-party to evaluate your operations; Broadway is your business resource.

Financial Advisory

As financial advisors, Broadway will analyze your business and work with you to develop the management and reporting tools you need to learn from the past and plan for the future. From preparing reports for a bank loan to creating projections for a potential transaction, our professionals will perform the analysis.

Our services include:

  • Assessment of short- and long-range strategic plans
  • Financial projection models: we will develop formulas for long-term and short-term scenarios so you can answer the “what if” questions.
  • Cash flow planning and development: we will work with you to develop a cash flow projection and cash flow report so that you can continuously monitor your cash and plan expenditures accordingly.
  • Budget creation: we will review your financial history and put together an operating budget.
  • Bank loan and lease package preparation: we will assist you in filling out all application forms, generating required financial projections and statements, assembling personal income tax returns and loan guarantees, and completing any other agreements and attachments requested.

Interim Management

Broadway’s leadership team consists of seasoned professionals with C-level experience who are prepared to fill the void when our client’s face leadership challenges. We will take the time to truly learn about you and your organization and incorporate our experience to develop an interim management plan. We approach your business as a unique entity, enabling us to identify strategies that work for how you run your business today and where you want it to go tomorrow.

With little to no advanced notice, we can assume C-level roles, providing the leadership and strategic decision-making ability you need to drive your company forward during periods of transition.

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Operational Consulting

Our diverse disciplines as financial executives, sales and marketing professionals, operating managers, and private equity investors create a unique complementary skill set that gives us a balanced approach to operational consulting.

Broadway professionals help clients identify, evaluate, and provide actionable, results-based solutions to financial, operational and management issues.

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Services we have provided to improve operational efficiency and effectiveness for our clients include:

  • Business plan development
  • Evaluating capital structure
  • Assessing management and staff
  • Cost analysis
  • Operations assessment and reorganization
  • Competitive environment analysis
  • Examine key business drivers
  • Review trends in profitability
  • Identify significant concentrations of risk