LionsEdge Advisory

What we Do

Financial Coaching/Analysis

How can we help? Well, as a financial coach we help you discover, qualify, quantify, prioritize financial matters.  This can be anything from learning to manage your managers and direct your financial life to aligning your finances or  determining your financial goals and priorities.  A coach assists you in analyzing your current situation and provides feedback and knowledge on steps including tips for choosing a first rate financial team.  Our priority is to assist you in aligning with your personal integrity system and financial goals, to empower you to take the action steps right for you.

Conflict Coaching

We guide you through navigating the terrain of conflict. Conflict may be pre or post litigation. It is different for every individual, as is the situation producing the conflict.  We leverage prior experience as an expert witness, forensic accountant, financial mediator and years of conflict training to assist you in walking this most difficult and challenging path. 

Fractional CFO/Controller 

We provide services too small to medium size companies, we specialize in family run businesses, law firms, real estate, and family limited partnerships.  We assist with ensuring the smooth and efficient accounting of activity; managing accounting staff when appropriate, communicating with the legal team and tax team.  We assist with financial analysis; compare activity to key performance indicators, and provide clear communication of financial results.  We use our training in business valuation to assist with positioning the company for future valuation.  We strive for a clear understanding of  finances and implications of the proposed actions or concepts.  If it isn’t understood it can’t be appreciated as a problem, solution or alternative.  We strive to provide education, facilitation and communication leadership for company  finances.  We offer a basic assessment of accounting and financial management needs; based on that assessment we can define the statement of work for any on-going services or other financial projects, along with a fee range.  Numerous fixed fee packages are available depending on size, activity and need.  Contact us for more information!

Financial Mediation

For situations where a knowledge of finance is important, Loreine is a mediator and offers mediation services through  Mediate Finance LLC.