Holdfast LLC

Finance and Operations Business consulting

Building a strong, lasting business is difficult… but you don’t have to go it alone.

  • Do you feel your business could be run more efficiently?

  • Do you wonder where your cash goes every month?

  • Are you looking to raise funds (equity or debt) but dont know where to start or what ‘good’ looks like?

  • Are you looking at an expansion opportunity but are having difficulty determining which option is best for you today, and tomorrow?

The business landscape is always changing and it can sometimes feel that you are stuck, or worse, moving backwards while your competition marches forward.

However, there are options for the enterprising business owner to leverage the skills and expertise of people that have walked your path. Saving you time and money while increasing your chances for success.

One of these options is working with a skilled, trusted advisor. And, at Holdfast we leverage our years of experience working with innovative, complex businesses to efficiently help you solve your biggest challenges.

How can we help your business?

  • Providing on the ground, reporting and analysis to help you better understand and run your business. Services include:

    • Accounting assessment including key risks noted (review of current landscape with report of findings)

    • Financial statement review highlighting key accounts, risk areas and areas of strength

    • Financial modeling: annual budgets, long range plans, ad hoc analysis.

    • Modeling development training for your team on how to instill disciplined financial modeling

    • Business case preparation assistance and/or review (for bank loans, acquisitions, fundraise, etc)

    • Financial and Operational due diligence support

  • Longer term and deeper integration within your business. Our Fractional CFO services are provided on a fixed or limited time engagement. Deliverables can include:

    • Strategic visioning and support (including Board support)

    • Cashflow, budgeting and modeling support. Short-range and Long-range.

    • Upleveling and/or hiring in-house finance team

    • Fundraise preparation and raise support

    • Process improvement

  • Operations focused support to instill operational excellence throughout your organization. Deliverables could include:

    • Building a high performance operations and sales team

    • Setting strategic sales goals, market segmentation and product differentiation

    • Creating a meaningful sales compensation structure

    • Building out supply chain and inventory best practices

    • Business Development, contracting and deal support

  • Helping you build a culture your team can thrive in. Sample deliverables include:

    • Creating interview processes and best practices

    • Instilling cultural programs and initiatives (including ongoing performance evaluation)

    • Coaching current team members on technical matters as well as soft-skills (management, negotiation, resolving conflicts, etc)

A Trusted Advisor for your business

Hello, my name is Daniel Kirstein and for over 18 years, I have been a trusted advisor for businesses navigating the complexities of finance, sales and operations.

My passion lies in empowering entrepreneurs and leaders to unlock their full operational potential and I believe in building core foundational processes that can support a business as it scales.

A sampling of situations where I can help your business:

  • Are you a business looking to raise funds?

    • I have been a part of multiple equity fundraise rounds and have raised multiple lines of bank and venture debts (including revolvers and term debt)

  • Are you looking to budget your current year expenses/cash? Or, are you looking to get a longer term (2-5 years) view of your company’s financials?

    • I have built and lead several company-wide budgeting processes. I’ve also built financial models that help businesses understand how their business will evolve over several years

  • Are you weighing a potentially complex decision such as buying or leasing assets, investing more into a process and/or scaling up headcount ?

    • I have advised business leaders on key decisions leveraging operational experience and supplemented with specialized financial models helping identify key areas to explore

  • Are you looking to potentially acquire a business or, getting ready to sell your business? An inspection of financials can help uncover potential issues early and focus your attention on areas of improvement.

    • Leveraging my core background in accounting, I am able to help you go through the numbers, suggesting opportunities for improvement and further growth for your business.

Contact Us

Interested in working together? Please fill out this contact form and we will be in touch shortly to better understand your needs. We look forward to learning more about your business.