Roopal H. Patel
MBA & CPA
roopal@lilufinancials.com
503-575-5996
Linkedin
Business financial management
Partnering with business leaders to support the strategic and operational management of their companies and capital.
Lilu Financials, LLC. provides strategic financial & operational consulting services to businesses both public and private resulting in reliable financials which can be communicated to key stakeholders.
Financial strategy and financial operations consulting services:
- Mergers and/or acquisitions support as the target or acquirer
- Preparing for the IPO
- Preparing for fundraising
- Financial modeling, pro-forma projections and capital needs assessment
- Valuation for internal management planning purposes
- Financial operations review and alignment
- Financial reporting and recording using GAAP or IFRS principles
- Assessment, design and implementation of financial controls
- Cash flow forecasting
- Presentation and communications with investors, boards of directors, compliance agencies and other key stakeholders
- Financial statement audit support
- Tax filing process support including support for IRS audit