Unlocking Business Value.
Driving Financial Results.
Financial solutions for corporations and individuals.
Our comprehensive financial consulting package brings clients clear decision-making capabilities by maximizing financial transparency. We are driven by a passion for prudent business oversight and fiscal results.
Approach
Bay Finance offers a one-stop-shop for both individual and corporate finance needs. Our areas of expertise have evolved over decades of combined experience, research and continuing education. We provide comprehensive access to all areas of corporate finance, including Finance & Accounting, Transactional/Capital Advisory, Investor Relations, Sales Operations, Strategy and Systems. Our unique approach allows for greater return on investment than traditional outsourced financial solutions. We utilize opportunistic and industry-proven strategies to source materials, develop playbooks and deliver word-class models, analyses and financial summaries. We are apprised of unique knowledge from deep experience in financial services and know how to set up your business for financial success. Our clients benefit from world-class reporting tools, deep dive capabilities and actionable feedback.
Markets
We work with clients nationally, principally in the San Francisco, Los Angeles and New York Metropolitan Areas. We serve corporate clients from pre-revenue up to $100M revenue. Bay Finance services clientele from pre-seed stage through pre-IPO and works with Individuals, Small Business Owners, Founders, CEOs, CFOs, COOs, Finance Teams and Boards Members. We specialize in Technology and have worked with clients in Consumer Goods, Hospitality, Industrial, Professional Services and Real Estate. We support companies sized from employee-owned upstarts to medium-to-large enterprises.
Connections
We partner with industry leaders to provide full-scale solutions, including auditors, attorneys, banks, brokerages, consulting firms, investors, tax specialists and valuation firms. We maintain professional connections with individuals of consequence including C-Level executives, business owners, angels, entrepreneurs, business aggregators and investment fund managers. These close connections enable plentiful fundraising, prospecting, sales and partnering opportunities in the San Francisco, Los Angeles and New York markets.
Contact Us
Interested in learning more? Please reach out via the contact form to the right. We will be in touch shortly.