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 in a white-labeled and branded business application just for you.

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 service provides for businesses, at a fraction of the cost, but all the value of a much larger firm. This is the power of EFA.

Scenario Planning

We build multi-case scenarios that connect strategy, budgets, and transactions.

Liquidity Enhancement

We help unlock and optimize liquidity through structural, operational, and financial levers.

Operational Diligence

We provide deep financial reviews of operations to support investment and acquisition decisions.

Exit Readiness Review & Enhancement

We prepare your business for a premium exit by aligning financials, processes, and narratives.

BvA Analyses

We analyze budget vs. actuals to identify variances and refine operational discipline.

Sensitivity Analyses

We stress-test assumptions to help you understand risks and opportunities before they materialize.

Cash Flow Planning

We ensure your business stays liquid, prepared, and in control of its capital.

Cost Renegotation

We partner with you to renegotiate key contracts and vendor agreements for better terms.

Cost Review & Analysis

We uncover inefficiencies and identify areas for margin improvement across the cost structure.

Benchmark Analysis

We surface performance gaps and opportunities by comparing your metrics to industry leaders.

Merger Integration Analysis & Support

We help you quantify synergies, avoid surprises, and execute clean integrations.

Corporate Development

We support M&A, partnerships, and growth initiatives with the financial rigor they require.

Forecasting

We build forecasts that are dynamic, defensible, and tied directly to operational realities.

Budgeting

We build dynamic models that power smarter decisions and support investor-grade outcomes.

Board Management & Reporting

We build dynamic models that power smarter decisions and support investor-grade outcomes.

Term Sheet Negotiations

We level the playing field by structuring, reviewing, and negotiating terms that protect and create value.

Investor Relations

We ensure your investors stay informed, aligned, and excited about what’s next.

Fundraising Support

We help you craft the story, build the model, and navigate the process to secure capital with confidence.

Financial Planning & Analysis 

We deliver forward-looking insights that align financial performance with business strategy.

Financial Modeling

We build dynamic models that power smarter decisions and support investor-grade outcomes.

How it works

Start with a pod

Every engagement begins with a dedicated Lead Principal supported by a Secondary Principal working directly with your team.

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.

Build the framework

After the assessment, we get to work on tackling the key areas, and begin to build out our framework.

Iterate & refine

Using your feedback, we iterate and refine the models until they are tailored to your needs.

Deploy the solution

Once finalized, we deploy the framework into a proprietary business application that can live within your IT environment, and supports Single Sign On, iOs or Android download. We track all our projects and initiatives there, fully transparent for stakeholders to review 24/7/365.

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.