Investing in short- and long-term growth initiatives is challenging and can often times be the reason a business falls behind. If not managed properly, growing businesses often find themselves with operating models that were once sufficient suddenly overburdened.

Through our advisory services offering, we can provide crucial services that make out-pacing competition achievable through all stages of growth.

Examples of Our Projects

Deal Advisory

Expertise when it matters most.

Performed financial and tax due diligence on multiple buy-side private equity deals.

Transformation & Implementation

Technology-driven solutions

Supported a digital transformation at a $16 billion venture capital firm.

Technical Accounting Advisory

Proficiency in maintaining compliance

Provided resources and technical expertise to assist with the preparation and audit of US GAAP financial statements for a large multi-national corporation.

Our Process For Success

Through our simple, repeatable strategy you’ll realize high performance results through every service we provide.

Assess

Learn More
  • Gather facts including people, processes and technology involved.
  • Develop current state assessment.
  • Prepare benchmarks and competitive analysis.
  • Create a functional heat map to identify high impact project initiatives.
  • Develop high level target operation model to guide project initiative and scope.
  • Brief management team and prioritize opportunities for improvement.

Plan

Learn More
  • Initiate command and communication protocol through Project Management Office (PMO).
  • Establish project leadership at work stream level.
  • Engage work stream leaders, discuss priorities and opportunities for improvement.
  • Prepare options analysis and vet alternatives.
  • Determine resource needs, dependencies, risks and limitations.
  • Develop detailed project plan with milestones, tasks and timeline.

Implementation

Learn More
  • Kickoff project and initial project tasks at work stream level.
  • Initiate weekly communication protocol through work stream and PMO.
  • Develop and begin tracking key performance metrics (KPIs).
  • Begin project status tracking.
  • Address and update resource needs, dependencies, risks and limitations.
  • Monitor progress and continually reinforce project plan.

Evaluate

Learn More
  • Summarize project status and outcomes.
  • Compare realized outcomes to project objectives and expectations.
  • Brief management team on completion status.
  • Begin project status tracking.
  • Continuously monitor KPIs and other key factors to assess effectiveness of project delivery.

Thank you for your interest in
Caroprese & Company.

Please use this form to ask us a question or leave a comment.
How can we serve you?

  • Addresses
  • Headquarters:
    151 Forest Street, Unit B, Montclair, NJ 07042

    New York City location inside WeWork:
    1619 Broadway, 6th Floor, New York, NY 10019
  • Contact Information
  • 973-475-8090