financial modeling

EF International Advisors, LLC is a consulting firm that helps organizations navigate pivotal moments through actionable insights, customized strategies, and resources. For over 30 years it has served leaders in finance, real estate, education, media, insurance and technology, using the Agile Action Strategy Process (AASP) pioneered by Ted Fujimoto to build high-performing, sustainable organizations.

change managementCulture Rebuildingdesign thinkingdue diligencefacilitationleadership developmentM&A integrationMarket AnalysisOperational RestructuringPerformance Metrics Implementationrisk managementstakeholder researchstrategic-planningstrategy development

EQUIP is a software platform that combines advanced analytics with dynamic modules to forecast financial data, streamline processes, and manage risk. Originally developed for financial modeling in the oil and gas industry, it has evolved into a versatile solution for various industries, centralizing data and standardizing processes to replace traditional spreadsheet methods.

Financial forecastinggeneral ledger analyticshedge book risk managementlocation and PV mappingportfolio analysisrisk managementstress test simulations

Equitable Growth Solutions is a San Francisco small business consulting company, founded in 2013 by Trey and Gabriela Sapp. It provides business consulting services to small businesses in areas including access to capital, strategic business planning, digital marketing, financial management, operations, technology integration, human resources, and procurement. Its mission is to deliver business solutions and accessibility to financial resources for small business in the USA and Latin America.

BookkeepingBusiness consultingdigital marketingfinancial analysishuman resourcesloan packagingprocurementstrategic-planningweb development

ERC Holding Group LLC is a diversified strategic services enterprise founded in 2004 in the advertising sector and now serving government agencies and private sector leaders. It operates three divisions: Government Solutions, BizUpFy CEO Advisory, and Market Intelligence, offering executive mentorship, government contracting consulting, and market intelligence services.

Capability statement and technical proposal developmentcompetitive intelligenceDigital transformationgovernment contracting consultingmarket intelligenceSAM.gov positioning strategiesSBA program consulting (WOSB, 8(a))strategic consulting

ESR Solutions is a strategic finance and FP&A consulting practice in the Austin Metro area, founded to bring senior-level financial expertise to organizations on a flexible basis without the cost structure of a full-time hire. It serves federal contractors, nonprofits, private equity-backed companies, and organizations in transition.

budget developmentBusiness case developmentcash-flow forecastingfinancial reporting and analysismanagement reportingmonthly close supportmulti-year planningPower BI dashboardsProcess improvement and automationscenario analysissensitivity analysisTableau dashboardsvariance analysis

Exeter Associates, Inc. is an independent consulting firm located in Columbia, Maryland, established in 1981. It provides energy, economics, and regulatory consulting services in public utility regulation and antitrust economics, applying economic and financial analysis to quantitative and policy issues in the electric, natural gas, water, and wastewater industries.

bill simulation modelingcontract negotiation supportcost-benefit analysiseconomic and financial analysisexpert testimony and litigation supportlife cycle cost analysisRegulatory and policy analysisstakeholder engagementutility rate analysis

CXT Partners is a multi-dimensional Executive Business Advisory Firm delivering AI-leveraged customer experience services and solutions designed to accelerate business and financial performance. It is a subsidiary of Experience Activation, LLC. The firm uses a proprietary Integrated Value Creation model delivering Data Analytics, Strategic Insights, Targeted Solutions, and Rigorous Execution.

AI-leveraged analyticsBusiness advisoryCustomer experience strategycustomer researchData Analyticsjourney mappingMarket research and competitive analysissales enablementSales leadership coaching and trainingSales operationsSocial media sentiment analysis

FasTrak Enterprise is a data analysis company that facilitates small to medium size business development and business management for new and existing business owners. Since 2003, it has provided business owners and individuals with accounting and tax services, serving as a local and virtual accountant with offices in Coconut Creek and Naples, Florida.

auditsBookkeepingbusiness process outsourcingBusiness Valuationdata analysispayroll processingTax preparation

Fidelman & Co. is a fully-licensed investment bank for startups and funds, established in 2015. It helps founders and funds raise capital by preparing pitch decks, financial models, valuation analyses, business plans, and due diligence documents, and offers Fundraise as a Service (FaaS) powered by its proprietary Fundex operating system.

due diligencefundraising preparationinvestor outreachlead generationpitch deck designvaluation analysis

Fidus Commercial Partners is a commercial real estate agency founded in 2025 that operates offices in the Carolinas. It provides brokerage, acquisition advisory, asset management, capital raising, and related advisory services for private equity firms and other capital providers, public and private corporations, and private/family-held businesses. The company also supports residential, business, and development clients.

acquisitionsconsultingdispositionsleasingMarket Analysisportfolio managementproperty managementstrategic-planningtenant representation

Fieldman is one of California's most tenured independent municipal advisory firms, providing independent financial counseling to public agencies, non-profits and private companies. Since 1960 it has offered custom solutions for complex financing scenarios, guidance on continuing disclosure and aftermarket services. Headquartered in Irvine, California with additional offices in Oakland and San Francisco, it is an employee-owned firm and a founding member of the National Association of Municipal Advisors (NAMA).

capital planningcontinuing disclosure compliancecredit evaluationdebt structuringmunicipal advisorypublic-private partnership advisoryrating agency presentations

Financial Management Consulting (FMC) provides superior operational and financial analysis to public and private concerns, offering independent professional judgment. FMC conducts special financial analysis studies of investment, financing, and earnings scenarios, aiming to improve cash flow scenarios by combining operational analysis with finance decisions.

Audit preparationbenchmarking analysisbudget developmentbusiness plan writingfinancial analysisfinancial statement reportingOperational Analysis

Financial Transformations, Inc. (FTI) is a consulting group experienced in designing and executing large-scale change campaigns in the health care environment. FTI partners with clients for transformation built on a series of activities that culminate into achievement of a desired goal, delivering quantifiable change that leads to high-functioning system management with accountability culture and sustainable performance. Based in Fairfax, Virginia.

change managementcollaborative learning facilitationcontinuous quality improvementLeadership coachingperformance accountability

Fractal is a specialized energy storage and renewable energy consulting and engineering firm that provides expert evaluation, technical design, financial analysis and independent engineering of energy storage and hybrid projects. It supports the full life cycle of energy storage or hybrid projects from conception to operations, and has worked on hundreds of utility-scale projects.

commissioning supportdue diligenceenergy storage consultinghybrid system designindependent engineeringinterconnection studiesM&A advisoryowner's engineeringperformance testingTechnical Design

Frasca & Associates, LLC is an independent municipal advisory firm headquartered in New York City with offices in Albany NY, Atlanta GA, Los Angeles CA, Washington DC and West Palm Beach, FL. With over 25 years of innovation and industry leadership, the firm provides financial advice for transportation and general municipal clients, including bond structuring, alternative financing strategies, P3 evaluation, and strategic planning.

alternative financing strategiesbond structuring and evaluationcapital budgeting and planningcredit structure analysisgrant program applicationslease and concession negotiationP3 evaluationstrategic-planning

Global Marketing Insights, Inc. delivers research-driven operational marketing and strategic planning across the Global Commercial Space and Aerial Imaging sectors, operating across the full electromagnetic spectrum from 5G and Sub-6 technologies to Electronic Warfare, integrating AI/ML analytics and quantum computing capabilities. It provides market research, strategic advisory, and customized go-to-market strategies for the geospatial intelligence community.

AI/ML analyticsgap analysisgo-to-market strategyMarket ResearchPESTLE analysisQuantum computing integrationsales trainingstrategic-planningSWOT analysis

Gnarus Advisors provides analytic and expert services to clients facing complex challenges arising from uncertainty, potential litigation or disputes. Its experts and consultants solve business problems, identify, manage, and mitigate risks, and support litigation through research, analysis, regulatory expertise, and quantitative modeling. The firm combines economic, scientific, engineering, and regulatory expertise across economic analysis, environment & natural resources, and product liability & mass torts.

Economic Analysisenvironmental regulation and enforcement analysisenvironmental science and engineeringexpert testimonyinsurance archaeologyliability risk projectionsMonte Carlo analysisquantitative modelingSamplingstatistics

HERA Consulting is a consulting firm built on trust, collaboration, and a family-style culture. Founded by Lulu Zhang and Brad Denney, it offers four core service areas: Strategy, Execution, Entrepreneur, and Boutique. The firm is a certified women- and minority-owned emerging small business serving clients across industries including finance, utilities, healthcare, technology, consumer goods, and public services.

change managementGo-to-market executionprocess optimizationproject managementStartup accelerationstrategy consultingTechnology managementVendor & software selection

Hudson Realty Capital is an integrated commercial real estate investment management firm that provides financial solutions to mid-market deal sponsors across the U.S. Since inception, it has made more than $4.5 billion in aggregate investments. Its platform includes compliance, accounting, asset management, and loan servicing capabilities, and it has serviced and provided asset management for more than 1,000 loans across multifamily, office, industrial, retail, mixed-use and hospitality sectors.

asset managementconstruction monitoringdebt restructuring advisorydue diligenceinvestment analysisloan originationloan servicingmarket assessmentssite visitsunderwriting

IDM is a product development company that combines strategy, industrial design/engineering, and manufacturing under one roof. It invents, designs, and makes products for business leaders, engaging clients through every phase of product development from financial modeling to design and engineering through production and distribution. The company reports 1,056,562 products assembled and counting.

engineeringindustrial designmanufacturingprototypingsimulations and mockupsSupply Chain Management

Inno City Partners - Building Smart City Program Strategy Bringing Innovative and Proven Approaches to Building Smart City Program Strategy Inno City Partners provides counsel to organizations across the public and private sector to design, build and execute smart city programs. Executive leadership brings expertise in strategy, coalition-building, innovation in process improvement, citizen engagement and taking projects from concept to implementation.A Customized and Integrated Approach: Every city [and neighborhood] has unique needs and opportunities. Evaluating both the broad and granular possibilities to improve operations, resource efficiency and quality of life is essential to success. Inno City Partners has implemented solutions with both a neighborhood and city-wide focus, allowing for the development of a customized, but integrated approach to smart city strategy. Learn More.

asset mappingcitizen engagementinnovation district developmentpolicy reviewproject implementationpublic-private partnershipsstrategic-planningvendor assessment

Janzou Consulting provides innovative software engineering solutions for complex technical and financial desktop, mobile, and web applications since 2000. Owner Steven H. Janzou has over 34 years of computer programming experience, with applications in renewable energy, financial, fitness, educational, research and development, and electrical engineering.

architecture development and deploymentdesktop developmentlanguage wrappers around C/C++ librariesMobile developmenttechnical modelingweb development