Finance Services
By Glover has developed and provides Embedded Financial Advisory® ("EFA"), which is a combination of the most critical strategic finance areas every growing business needs to thrive.
We utilize hundreds of custom automations on our backend operations platform to enable repeatable workflows, tailored to your business and delivered consistently across every engagement.
See below for a non-exhaustive list of what can get done with EFA in your business.
Embedded Financial Advisory®
Some of the solutions our strategic financials services provides for businesses, at a fraction of the cost, but all the value of a much larger firm. This is the power of EFA.
Financial Modeling
We build dynamic models that power smarter decisions and support investor-grade outcomes.
Financial Planning & Analysis
We deliver forward-looking insights that align financial performance with business strategy.
Fundraising Support
We help you craft the story, build the model, and navigate the process to secure capital with confidence.
Investor Relations
We ensure your investors stay informed, aligned, and excited about what’s next.
Term Sheet Negotiations
We level the playing field by structuring, reviewing, and negotiating terms that protect and create value.
Board Management & Reporting
We build dynamic models that power smarter decisions and support investor-grade outcomes.
Budgeting
We build dynamic models that power smarter decisions and support investor-grade outcomes.
Forecasting
We build forecasts that are dynamic, defensible, and tied directly to operational realities.
Corporate Development
We support M&A, partnerships, and growth initiatives with the financial rigor they require.
Merger Integration Analysis & Support
We help you quantify synergies, avoid surprises, and execute clean integrations.
Benchmark Analysis
We surface performance gaps and opportunities by comparing your metrics to industry leaders.
Cost Review & Analysis
We uncover inefficiencies and identify areas for margin improvement across the cost structure.
Cost Renegotation
We partner with you to renegotiate key contracts and vendor agreements for better terms.
Cash Flow Planning
We ensure your business stays liquid, prepared, and in control of its capital.
Sensitivity Analyses
We stress-test assumptions to help you understand risks and opportunities before they materialize.
BvA Analyses
We analyze budget vs. actuals to identify variances and refine operational discipline.
Exit Readiness Review & Enhancement
We prepare your business for a premium exit by aligning financials, processes, and narratives.
Operational Diligence
We provide deep financial reviews of operations to support investment and acquisition decisions.
Liquidity Enhancement
We help unlock and optimize liquidity through structural, operational, and financial levers.
Scenario Planning
We build multi-case scenarios that connect strategy, budgets, and transactions.
The other half of the picture
Need the books handled too? Our accounting practice covers the close, controls, and audit-ready reporting.
How it works
1
Start with a pod
Every engagement begins with a dedicated Lead Principal supported by a Secondary Principal working directly with your team.
2
Assess & prioritize
Based on the needs scoped out with your team, we conduct a thorough assessment of your current state relating to goals, align with leadership, and establish a clear hierarchy of priorities.
3
Build the framework
After the assessment, we get to work on tackling the key areas, and begin to build out our framework.
4
Iterate & refine
Using your feedback, we iterate and refine the models until they are tailored to your needs.
5
Deploy the solution
Once finalized, we put the framework to work and track our projects and initiatives in a shared, always-available workspace, so stakeholders have transparent visibility into progress at any time.
6
Empower your management team
Over time, we integrate deeply with your team, working through challenges big and small, using the baseline framework we develop and iterate on as a launch pad and single source of truth for your highest priority finance projects.