Executive Management services
Independent Trustee/Fiduciary services
When should you use Mobus?

Executive Management services

Depending on your needs or the particular challenges you face, Mobus can handle any or all of the senior-level day-to-day or long-term strategic management functions of a seasoned "C" level officer at a fraction of the cost of a full-time hire:

  • Controllership: accounting, reporting, financial statements, internal controls, cash flow from accounts payable/receivable
  • Treasury Operations: stewardship of cash and assets, investment policies and guidelines, liquidity, risk/reward management
  • Capital Management: capital funding and procurement, short- and long-term capital structure, stock/debt offerings, investor relations
  • Tax Management: strategies for reducing taxable income/tax liability
  • Strategic Planning: objective business advice and recommendations, SWOT analysis
  • Executive Reporting and Modeling: financial performance metrics, accurate, actionable information for senior managers and line managers
  • Financial Market Intelligence: forward-looking micro- and macro-economic trends and analysis
  • Financial Organization Structure and Staff Development: optimizing financial processes and systems, cost containment, personnel training and skill development, team-building

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Independent trustee/fiduciary services

Mobus offers the specialized expertise and objectivity necessary to serve as an independent trustee/fiduciary for one-time or recurring transactions involving employee benefit plans (retirement, health, life/disability, ESOP, executive compensation, etc.),

As an independent trustee, Mobus will assume fiduciary responsibility for ensuring:

  • Proper due diligence for each transaction
  • The negotiation of fair and reasonable terms on behalf of the plan(s)
  • That each transaction is in the best interests of plan participants.

Mobus can also help establish and implement new employee benefit plans.

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When should you use Mobus?

Because every client's needs and challenges are different, we encourage you to contact us for an initial consultation at no cost.

Generally, any time you need responsive, cutting-edge financial leadership on demand, think Mobus Financial Group. For example, consider Mobus when:

Start-up companies

  • You have secured initial funding and need assistance with acquiring additional capital, developing financial systems and processes, and building a foundation for long-term profitability and success.
  • You are initially successful because of your passion and drive but now lack the time, interest, or expertise for managing the financial and/or coporate governance aspects of your business.
  • You are experiencing rapid-growth and need to strengthen financial processes, reporting, and controls, contain costs, implement tax-saving strategies, etc.
  • You have reached your start-up business goals and want objective analysis and guidance to ensure further growth, develop staff, sell the business, or build strategic alliances including merger and acquisition.
  • You want to establish employee benefit plans or execute transactions involving employee benefit plans.

Established small to mid-size companies

  • You need to implement or strengthen scalable financial systems and processes to accommodate rapid or future growth.
  • You need objective guidance to integrate financial operations with other critical facets of your business, including: administration, information technology, sales and marketing, human resources, etc.
  • You have an immediate need for financial leadership due to the attrition or release of a senior financial or operational manager.
  • You need objective help and guidance for evaluating or executing divestitures and/or acquisitions.
  • You are dealing with a market crisis of confidence involving your finances or financial leadership and need to quickly inject rigor, objectivity and integrity into your operations.
  • You are dealing with financial staff morale or performance issues and need help creating and developing a culture of success.
  • You want to establish employee benefit plans or execute transactions involving employee benefit plans.

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