Broker Check

CFO, Operational Analysis and Strategic Planning

PUTMANGROUP provides a proactive approach through the management advisory department. Based on our experience, we are able to offer a wide range of chief financial services including, but not limited to:

  • Internal control and operational systems analysis to achieve:
    • Safeguarding of assets
    • Cost reductions
    • Increased revenues
  • Cash flow projections and analysis
  • Operational forecasts and projections
  • Budgeting
  • Development of business plans
  • General financial analysis
  • Due diligence for acquisitions
  • Planning for sale of business
  • Strategic planning
  • Performance appraisals and measurement
  • Personal financial statements

Our management advisory department seeks to maximize profits and increase market share while enhancing operational efficiencies. We also focus on emergency issues which are critical in today's evolving business and social environment.