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Growing Companies

Athena focuses on the needs of small and medium sized businesses as they mature and face increasingly complex financial, operational and business planning issues.

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Working Capital

Athena can help your business understand and optimize its working capital needs by improving process and cycle times in AR, AP and inventory management. And as growth requires, Athena can assist your business with structuring and negotiating working capital loans or lines of credit.

Budgeting & Forecasting

Understanding past performance and translating that insight into forward-looking targets that align actual financial results with corporate strategy is a key to sustained growth. Athena can help you create metric-based planning models and develop rolling forecasts that will provide visibility and help your company focus on what matters most.

Financial Systems

As companies mature, accounting systems must evolve from a way to simply pay the bills to a strategic asset that can provide key business intelligence on financial and operational performance. Athena can help your business with needs assessment, planning, general ledger (GL) design, configuration and implementation and help ensure that your company gets the most out of its financial systems.

Business Planning & Modeling

Do you have detailed visibility on your financial performance? Can you assess the return on investment (ROI) on investment made in new equipment, new lines of business, or new hires? Athena can break down your past financial data, understand your segmented expenses, cost of capital, and profitability, and with that information help create future-looking analyses and business cases in support of business plans and investment decisions.

Metrics & KPIs

Beyond planning, Athena can help your business establish individual and departmental measures of success in pursuit of strategic goals and objectives. Through implementation of metrics, you can enhance visibility and accountability throughout your organization and more fully align all of your people and assets in pursuit of common goals.

Debt Financing

Athena has experience, as operating company CFO, sourcing, structuring and negotiating debt transactions with family office, bank, and other institutional and individual sources. And Athena has experience from the other side of the table too, having closed mezzanine, convertible debt, and straight debt transactions as principal and investment officer of institutional investment funds. Athena leverages this combined experience to help your business be fully prepared to go to market and then work with you to source, structure, and negotiate debt capital.