Investment and Strategy Consulting

  • Profit measurement
  • Product development and pricing for hedge funds, private equity funds, core and growth funds, mutual funds, and other innovative product lines
  • Asset/liability management
  • Financial business modeling and planning
  • Expense analyses

The IP Financial Advisory Services LLC' view is that there is a strong financial component to any development or strategic initiative. Our consultants, therefore, have substantial experience in business modeling and cash flow projections across all financial services companies and concepts--in particular, lines like life insurance, annuity, financial consulting and banking.

Strategies for market entry, penetration and expansion, organizational restructuring, due diligence, negotiations, and implementation.

Market Snapshot
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