How I can help you

I can help them understand the important financial aspects of their companies to ensure liquidity and profitability.

I have helped with the following:
-ERP transition for a airline logistics company
-Valuation modeling for sale of a government contracting company
-Profitability analysis of event hosting company
-International expansion of fitness franchise
-Standard FP&A: Forecasting, budgeting, proformas, investment decision support, KPI trackers/dashboards

Areas of Expertise

  • Accounting & Cash Flow
  • Business Plans / Startup Assistance
  • Buying or Selling a Business
  • Financing / Capital
  • Franchising
  • Strategy & Planning

Industry Experience

  • Arts, Entertainment, & Recreation
  • Professional, Scientific, & Technical Services
  • Transportation & Warehousing

James Megliola

Communication Methods

  • Email
  • In Person
  • Phone
  • Video