what we do
We join the client team, in consultative status, starting the engagement with a broad assessment of existing tools and resources arrayed against the needs inherent to the CEO’s vision.
On a fractional basis, we provide senior-level contributions in those functional areas determined by the CEO.
Learn more about our areas of expertise here.
View and download our Capability statements
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Overview
Financial, Accounting, & Capital Management
Business Development, Capture & Proposals
Back Office & Management
Merger & Acquisitions
the experience
We customize services to undertake one or more assignments in a particular project area. Below are sample project engagements undertaken by Serotkin Group.
Sample engagementS
- Business Planning
- Analyzing options for shareholder redemption and use of ESOP to accomplish
- Launching capture program for the prime contractor, setting the framework for data calls, teammate interaction, and project schedule, monitoring progress toward capture milestones
- Serving as a senior financial individual on staff, interacting with and managing out-sourced accounting practice
- Building annual budget, including scenario evaluation
- Overseeing selection and implementation of chosen, upgraded accounting platform
- Developing and refining corporate documents and policies, e.g., accounting policy and employee handbook
- Undertaking diligence of acquisition target, providing contract and accounting support for transactions, and supporting integration
- Leading market search to break the client into a new agency
- Negotiating and executing teaming agreements
- Assessing capital requirements, approaching debt/equity sources, and supporting financing negotiation
- Drawing workflow plans for various operational aspects
- Developing support materials for sole-source procurement
Capability areas