Our Services

C - Suite Consultancy

 

Helping you anticipate and lead change, improve and transform systems, reduce costs, and strengthen your company, your team and your personal leadership.  DANLEX can help prepare and position your organization for growth, increase enterprise value and, as necessary, blast through and solve critical business and financial issues and challenges that may be keeping you up at night! 

Interim Management Services

 

Companies in every industry are facing a shortage of qualified candidates to fill C-Suite roles.  An increasing number of organizations are filling C-Suite vacancies with high-level consultants.   Under this win-win scenario, companies get access to top talent, all while keeping their internal management teams lean and capping costs. Whether you need to fill an executive role for a single project, to fill in during an absence or just some expertise and guidance, consider filling out your talent pipeline with DANLEX Solutions.

Mission Critical Project Management

 

Today’s ever-changing business climate puts a premium on an organization’s ability to remain agile. Knowing when and how to engage fast and flexible talent is a competitive advantage. Trust DANLEX to handle the mission-critical work that used to be handled solely by your permanent employees or to handle project overload.  We can stay focused on achieving success and dig into your challenging assignment

M&A Advisory: Preparation and Execution

 

No two transactions are alike. Are you prepared to enter into a dialogue with a prospective buyer. Are you the acquirer? Have you conducted proper due diligence, structured the best deal, negotiated the ideal transaction, arranged suitable financing, or considered the impact on your employees, suppliers and customers? In most cases, you only sell once, while the buyer has been involved in numerous transactions. Be sure to have experienced assistance from DANLEX to help guide you through the process.

Strategic Contract Negotiations

 

We bring a passion for helping business executives, entrepreneurs, boards of directors, vendors, customers and management teams achieve successful results in negotiating mutually agreeable agreements that benefit all stakeholders.

DANLEX can serve as your representative at the table, or work behind the scenes to help you 1) clearly articulate your ultimate goal, 2) determine your optimal negotiation strategy, 3) understand your unique negotiating approach 4) build your underlying motivational stance as you enter into negotiations and 5) bring a non-emotional presence to the task at hand.

Portfolio Company Advisory Services

We draw on extensive experience as business consultants to help portfolio companies refocus direction, address business challenges and enhance growth.

Portfolio company services can help you maximize a return on your investments, as well as assist you with aggressively addressing ongoing financial reporting and tax requirements, operational difficulties and impediments to success. We work alongside you to solve your toughest problems and helping you capture your greatest opportunities.

 

Corporate Governance / Board of Directors

 

DANLEX Solutions principals are also available to step up and serve as valuable members of your board of directors.  They possess recognizable traits in their willingness to do more,  an ability to adapt and adjust, appropriate diligence and persistence, inspiring creativity and innovation, together with adept Learning and researching Skills, bringing keen observation, a truly competitive drive, outstanding communication skills, seasoned and effective leadership Qualities underpinned with a sense of kindness and ethical behavior.

Additionally, they are qualified to serve as an independent Audit Committee Financial Experts, under the rules and regulations of the SEC.

International Business Expertise

 

In today’s business world, almost every business needs to have an international component to its operations. DANLEX principals have worked with global enterprises of all sizes in dealing with the many issues that arise as an international enterprise. From international corporate entity structuring, foreign currency, GDPR compliance and other matters, we can bring the insight and guidance to help you avoid the unknown.

Fractional CEO / CFO / COO

 

Whether you refer to it as Interim Executive, Contract Executive, Part-time Executive, Temporary Executive, Fractional Business Executive, On-Demand Executive or Executive-as-a-Service we offer our advice and skills to your organization on a for-hire basis.

If you have decided that full time executive employees are not appropriate at your stage of business development or size, fractional management is often the answer.  DANLEX brings diverse perspectives which are enhanced by experience in working with multiple industries.

General Business Strategy

 

CEOs and business leaders are challenged in how they can achieve maximum value for their organization.

Have you ever wondered how someone else would handle a critical situation? Where do you interact with someone who has seen it? done it? Where do you turn to for seasoned advice on your most pressing business challenge? How do you get your business to the next level of performance, profitability, growth or plan an exit.

We will challenge your assumptions and help you create strategies for you to grow, optimize and improve profitability by solving your complex business challenges with effective strategies.

Capital Management, Strategy and Sourcing

 

In the life cycle of any business organization, it is likely that there will be a need for capital, whether in the form of debt financing from a commercial bank, asset based lending, equity financing or a combination of any of these forms of financing.

Identifying the need for financing may be rather easy but deciding upon the most appropriate type and source of financing for a particular project can be quite a challenge.   There are many factors in addition to interest rates, repayment terms, borrowing covenants, controls, outside influences, prepayment terms, etc. that need to be part of the capital management strategy. These are clearly important and impactful decisions and it is often prudent to seek unbiased, seasoned advice from experienced sources, such as DANLEX, in gaining the education and guidance in order to make the best informed decision.

Let DANLEX be the Solution to your capital management, strategy and sourcing decisions. We can assist you as you consider ownership, profit sharing, benefit sharing, operational control, valuation and exit strategies as you evaluate your capital and/or financing options. Our involvement in a project can range from something as simple as introducing you to a few strategically chosen lenders or evaluating an existing financing proposal to creating an investment value proposition presentation together with specific documentation required to support a request to equity investors.

Is there an APS

in your future?

The Alternative Practice Structure (APS) is becoming a common organizational design for forward thinking accounting firms, even if you are not pursuing outside/PE investors.

Is your firm looking to –

·  Restructure and adopt a modern governance style

·  Remove regulatory oversight from a significant portion of your practice

·  Enhance the value of your firm should you contemplate a PE investment

·  Modernize and upgrade your internal HR policies and practices

·  Demonstrate that you are being progressive and forward looking

·  Design custom ownership structures for your ancillary service offerings

·  Implement an APS on your time schedule and not be rushed into it

 In many circumstances the adoption of an APS happens late in the game as negotiations with  potential PE investors are coming to a close.  Having an APS in place in advance of such talks will markedly increase your firm’s value in negotiations by minimizing post transaction transition issues.

Further, even if there is no contemplation of PE in your future, an APS brings significant governance flexibility and reduces the regulatory overhang of your firm’s operations.

If you are seeking an experienced APS design and implementation specialist, consider DANLEX Solutions LLC as your guide.  It is headed by one of the most experienced APS professionals in the USA, with years of hands on practice in an APS firm as the former COO of UHY Advisors, a pioneer in the APS model.

DANLEX understands the many issues that could arise when designing an APS and works with Firm Management to structure an APS that best meets your needs while minimizing disruption to your day to day operations while fully complying with regulatory, professional ethics and other aspects of a modern day, forward thinking accounting firm.

DANLEX will coordinate with all of the various firm functions, from HR, Accounting and Finance to Marketing, IT, Time and Billing and Client Relations to ensure a smooth implementation.

If you have any questions about how an APS can be part of your future success, please do not hesitate to contact Rick David, RICK@DANLEXsolutions.com for a Confidential, No-Obligation discussion.