Holding Advisory LLC is a boutique one-stop-shop for all your management consulting and transaction advisory services. We deploy a network of top-tier C-suite consultants and subject matter experts specific to your industry. We specialize in B2B SaaS offerings across a number of industries, including (among others) EdTech, MedTech, BigData, CRM, Clinical Research, Life Sciences, and eCommerce.
We help our clients to maximize performance of their organization with strategy, financial planning, business systems/processes optimization/implementation. We also focus on helping companies prepare and execute fundraising rounds at every stage of company maturity. Our track record includes over 200 clients and over $1B in private placements, as well as 3 IPOs.
We also utilize a fully-integrated consulting approach, where we function as an extension of your finance function or other relevant business functions.
Our general scope of services include:
- Fractional CFO services
- Strategic management consulting
- Financial controls, processes, and systems
- ERP implementation
- Business systems/processes optimization
- Transaction advisory
- Fundraising
- Investor Presentations
- Board Presentations
- Budgeting and Forecasting
- Financial Modeling
- Financial Planning & Analysis
- Valuations
- Audit preparation/management
- Go-To-Market Strategies
- Strategic Planning
- Executive Coaching
- Market/Industry Research
Company Details
- Founded
- -
- Industry
- Business Consulting And Services
- NAICS
-
Management, Scientific, and Technical Consulting ServicesManagement Consulting ServicesOther Scientific and Technical Consulting ServicesOther Management Consulting Services
- Website
- https://holdingadvisory.com
- Keywords
- Transaction Advisory, Management Consulting, Business Systems and Processes, Financial Planning & Analysis, Fundraising, ERP Implementation, Financial Controls and Financial Systems, Corporate Strategy, Strategic Planning, Go-to-Market Strategy, Market Research, Executive Coaching, Board Presentations, Investor Presentations, Financial Modeling, Budgeting and Forecasting, Audit/Tax/Compliance, Fractional CFO Services, Capitalization.
Holding Advisory Llc Questions
Holding Advisory Llc's website is https://holdingadvisory.com
Holding Advisory Llc's LinkedIn profile is https://www.linkedin.com/company/holding-advisory-llc
Holding Advisory Llc's industry is
Business Consulting and Services
Holding Advisory Llc's top competitors are
Straffic America,
Microautomation,
Colding Advisors,
Ridgeline International, Llc,
Fairfax County, Department Of Information Technology,
Vtg, Llc,
Millennium Enterprise Corporation,
Straffic,
Karambit.ai,
Pueo Business Solutions Llc.
Holding Advisory Llc's categories are Business Consulting and Services
Holding Advisory Llc's founding year is 2009
