Loading...

Clarity

Nicole Bordelon

Baton Rouge, Louisiana

Consulted hundreds of companies from start-up to Fortune 100, east coast to west coast, all industries for 15+ years on cash management best practices, bank account funds flow structures, bank fee negotiations, bank services & process improvements & automation (including RPA), Treasury & Accounting project implementations, RFPs, exit planning for owners. Specialty expertise in oil & gas, for-profit healthcare, government, industrial services, private equity & portfolio companies. International/MNC & domestic Treasury banking experience at top 5 US banks. Consulting for financially distressed companies/turnarounds. Chase credit-trained. Certified Exit Planning Advisor (CEPA) for small business owners/entrepreneurs, Certified Treasury Professional (CTP),licensed life insurance broker in 22 states.

$2.92/min

1 Call

—

0 Reviews

—

Avg. call

Private Equity Small Business Coaching Strategic Consulting Technology Integration Forecasting Banking Process Optimization RFP CFOs Life Insurance

Call me to talk about

Life Insurance & Key People Insurance Planning for Small Business Owners

Small businesses owners & entrepreneurs need sufficient insurance & estate planning in place to protect their assets & wealth and grow wealth tax free. Life Insurance is more critical yet more often neglected; sufficient insurance should be in place before even 401ks. Consultations on types/amounts of new policies to setup, examining existing policies to review sufficient coverage, etc.

PE - Target Acquisition Banking Implementation Strategy

Private Equity Sponsor & Portfolio companies that need strategic advice on how to seamlessly transition banking accounts & services of target companies in parallel with closing & post-closing. Advice on target acquisition cash management processes & services, bank account funds flows, advising & negotiating bank fees.

Banking RFP Support

Advice/guidance or direct involvement for RFP creation, issuance, management and grading of responses, overseeing implementation of banking changes and/or fee negotiations as needed. Experience with RFPs for Commercial clients as well as Government agencies & municipalities.

Treasury Bank Account Structure Services & Fee Review | Automated Processes

Lacking relationship support from your Banker or Treasury Officer? I can provide a thorough review of your bank accounts, funds flow, services, bank fees, cash management processes and provide validation, or recommendations. Can communicate, negotiate with banks directly if needed under separate agreement. Can also provide fractional support under separate agreement to oversee implementation projects if your staff has limited time and bandwidth. Debt advisory also available.

Fractional CFO Advisory for Businesses $1MM-$20MM

Wearing too many hats as the business owner? Master of your craft but not finances - and just want to run the business? Need a point finance person to oversee finances, ensure that you're growing the top line, growing profits, have sufficient marketing in place? If any of these sound like you, I can help.

As a CEPA, I can also help owners map out retirement or exit planning goals, then decide how and what to grow in the business to achieve said exit goal.

Integration services available to directly install automation & process improvement to tackle SOPs, scale ops & marketing, sales & fulfillment as needed.

Member since January 2022