Helping Businesses Make Better Financial Decisions

Valuation, Financial Modeling, CFO Services & Advisory for Established Companies and Start Ups. 

Services

CFO Services

  ●  Cashflow Optimizing Decisions

  ●  Investment / Divestment Decisions

  ●  Capital Structure Decisions

  ●  Strategy Decision Support

Budgeting / Valuation

  ●  Future Planning Decisions

  ●  Expansion / Contraction Decisions

  ●  Investment / Divestment Decisions

  ●  Decision Scenario Analysis

Advisory

  ●  Business Model Review

  ●  Soundboarding

  ●  Capital Raising Support

  ●  Business Sale Support

Why JB Goldstein

Better Financial Decisions

A core tenet of good corporate governance is the idea of an independent director.  In order for companies to list on [most] stock markets, a corporate governance certification is required – part of this involves ensuring a number of independent directors are included on a company’s board.  It’s critical for the integrity of the capital markets and to protect members of the public who are able to invest their cash into these companies.  These independent directors have expertise but do not form part of the day-to-day operations of the business, this allows them to bring unique perspectives to help the board make better decisions.  

Our mission is to provide unique perspectives to empower business owners and managers to make better financial decisions. 

Jason B. Goldstein, CFA

Founder

I’ve spent over a decade researching, analyzing, valuing, advising and working in businesses (young and old, big and small) from a range of different sectors, business models and countries.

Exposure to such a diverse range of businesses and stakeholders has given me unique and creative perspectives. I’d love to share more about what I have learnt so shoot me an email and let’s set up a time to chat!