What We Do

Your business is poised for growth: Your business model is viable, and your team is brilliant. But you lack the internal resources and expertise to ensure your business is financially and operationally ready to grow and thrive. Sommet Strategies can serve as your outsourced strategic CFO team by building financial and operations infrastructure and guiding you through the business growth path to ensure your long-term success.
  • Financial strategy development and execution 
  • Advising and negotiating commercial bank debt agreements and public debt indentures
  • Advising and negotiating investor term sheets
  • Financial and legal pre-due diligence and data room setup
  • Facilitating 409a valuations
  • Cap table management
  • Electronic share conversion
  • Designing and building finance and treasury organizations 
  • Developing financial models to drive capital planning, budgeting, and forecasting
  • Developing and optimizing treasury and cash management processes
  • Establishing and documenting corporate finance policies
  • Selecting and implementing corporate card programs
  • Month-end close oversight and review
  • Monthly/quarterly financial management reporting
  • Managing external CPAs on tax filings and related tasks
  • Partnering with CPA firms to bring businesses to US GAAP or SEC compliance
  • Collaborating with legal counsel on NDAs, buy/sell agreements, and corporate governance
  • Creating company pitch decks
  • Managing insurance policies 
Contact us for more information about how we can help your business.

We work with businesses poised for growth and ready to navigate various stages of the business lifecycle.