Monika Pelz
Securieon Group
Danville,
California
About
Company name
Securieon Group
Business title
Business Advisory Services
Contact
Email
Phone
How to contact
monika@securieon.com
Company profile
Professional Profile
Call Me When
You know a business owner of, or investor in, a mid to late-stage co. with $10mil to $100mil revenue in need a clear succession plan. Whether preparing for an exit, recapitalization, or leadership transition, we develop tailored growth strategies.
Professions
Accountant
Consultant
Functional Expertise
Assurance
Audit
Cash flow enhancements
Cash management
Compensation
Due diligence
Equity
Family business
Finance
Financial Modelling
Governance
Management succession
Mergers
Operations
Strategic planning
Transaction advisory
Exit/Transition Planning
Business Focus
Business consulting and management advisory specializing in developing and executing high performance growth strategy for each client.
Professional Certification
CPA
Client Industries
Business Services
Consumer Services
Education
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Tool Provider Relationships
B2B CFO
FocusCFO
Training Doctor LLC
Chapter information
Membership
Chapter Leadership Role
Launch Committee
Why I'm a Member of XPX
I support XPX because of the collaboration with experts, strategic insights beyond basic services, and helping companies navigate business transitions to achieve successful exits.
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