Finance


ITAG Finance service is an alternative to working with an investment banking firm to raise capital for growing companies.  Instead of being a broker, we are a corporate financial planning and corporate finance consulting firm that delivers investment banking alternatives and solutions for growing companies and provide our services to raise capital. 

As corporate financial planners, we specialize in helping established, successful, and profitable companies develop plans and raise capital in order to fund faster growth, perform management buyouts or leveraged buyouts, make acquisitions, or refinance corporate debt.  Unlike investment bankers, ITAG specializes in finding corporate financing alternatives that allow owners and managers to maintain control of their company and preserve equity, and instead of performing our work on a contingency basis where are fees are tied to the amount of the capital raise.

Beyond raising capital, we also offer corporate financial planning services, serve as a corporate financial advisor, create professional comprehensive business plans, and monitor financial performance in order to help our clients use finance to realize their Company’s unique potential.

ITAG Finance Operations Services can assist you with all of your financial accounting and reporting needs. Our talented professionals have many years of experience and are lead by a team of project directors who bring best practices from project to project. We have the proven ability to immediately bring high quality, experienced resources to projects, both large and small. Our services include project management, accounting support, and work stream execution. Some of the more common work streams that we have been engaged to lead or support includes:

  • • Account reconciliations
  • • Assistance in preparing annual reports and financial statements
  • • Assistance in preparing for external audit
  • • Board of Director and management reports
  • • Cash and risk management
  • • Compliance audits
  • • Cost accounting
  • • Financial planning and analysis
  • • General accounting
  • • Lease financing analysis
  • • Operational audits
  • • Payroll support
  • • Revenue accounting
  • • Shared services support
  • • Treasury and working capital analysis
• Vendor audits