Fractional, interim or project-based support.
Always customized to you.
CFO and Corporate Finance Services
Fractional and project support for strategic CFO, corporate finance, FP&A, budgeting, forecasting, modeling, investor relations, capital markets and more. Token Financial has deep experience across private and public companies in various industries.
Corporate Development Services
Fractional and project support for commercial opportunities, mergers, acquisitions, divestitures, etc. Provide additional diligence, modeling, presentation support from start to end and encompassing every detail.
Start-Up Coaching + Consulting
Built-to-suite consulting and coaching services for entrepreneurs and founder-led teams. Services include business plan drafting, financial modeling, strategic + growth planning, deal analysis, pitch decks, investor prep and more!
Investor and Fund Support
For private equity groups seeking support for their portfolio companies monthly reporting packages and corporate finance functions, or support for fund-level reporting, analysis and investment target sourcing and recommendations.
Transaction Readiness
For founder-led teams and start-ups, Token will get your financials, pitchbook and growth strategy ready for buyers or private equity investors. Includes creation of target investor lists, introductions and partnership with investment banks.
Personal Finance Consult
Custom decision-making tools for large real estate investments for individuals, couples and families. Includes review of detailed financial present and future goals, two hours of virtual meetings, custom financial model and strategic guides.