Ballantrae: Strategic & Financial Consulting

What We Do

Every company needs comprehensive, well conceived financial strategies to reach its long term goals, especially when faced with challenging economic conditions. Ballantrae is an advisory firm that provides interim, high-level CFO services to small- and medium-sized companies, helping them determine, execute and communicate sound financial strategies. Ballantrae collaborates with executives to think critically and creatively about their business as a whole, and then orchestrates a course of action that maximizes short- and long-term success.

Specifically, clients partner with Ballantrae to assist with:

  • Cost reduction and productivity improvement
  • Debt restructuring and recapitalization plans
  • Debt facility negotiations
  • Cash planning
  • Fundraising strategy and process
  • Business due diligence
  • Audit preparedness
  • Financial “boot camp” education
  • Media, investor, and employee communications
  • CFO mentoring and coaching
  • Board management
  • Board services

Financial Boot Camp

Diane explains the importance of understanding financial fundamentals.