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Call Us (212) 792-9391
Office Hours Mon-Fri : 9:00am to 5:00pm

Why Choose Us


SEFA Finance is a U.S.-based consultancy with a global footprint, devoted to helping agencies and other professional services firms create and capture more value. For almost two decades, we have worked with firms around the world to help them optimize their business strategy and transform their pricing practices.

SEFA Finance is also a member of The Business Model Company, a London-based consortium of consultancies that serves the marketing and professional services sector.


  • 1230
    Completed Projects
  • 20
    Years Of Experience
  • 135
    Awards Winning
  • 1560
    Cups Of Coffee


Investment Planning
Marketing Research
Financial Analysis
Business Consulting

Our Services

We specialize in helping organizations achieve on time project delivery of strategic initiatives. Our team leverages years of industry experience and proven methodologies to design customized execution plans for each organization based on their unique requirements.

Your ability to control costs has a direct impact on your profitability. Reducing spending and improving accounting practices will have a positive impact on cash flow. Improving your operations and processes will reduce costs and improve profits. I will provide you with the tools to help you create and measure your current profitability and create a plan to identify strategies to improve.

Business Intelligence (BI) tools allow decision makers and analysts to slice and dice data to drive meaningful insights. We can also harness the power of Machine Learning and AI to perform both Predictive and Prescriptive analytics.

You might think that it’s a massive undertaking, but it’s not. How do you determine what to do and when? Defining your vision along with my Opportunity Matrix will identify the areas for development. I will help you create the plans that will move you toward your vision, with the flexibility to adapt to change.

Profitability improvements, business transformations, and growth initiatives often impact cross-functional groups across business units and geography. While large strategic initiatives can help propel an organization forward, they also bring short term resource capability and capacity challenges. This is where we can help. Our team specializes in executing large, company wide programs by leveraging proven methodologies.

Latest Projects

  • All
  • Business
  • Investment
  • Consulting
  • Marketing
  • Financial
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Investment Consulting

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Business Consulting

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Business Consulting

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Business Consulting

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Business Consulting

Meet The Senior Management Team

Client Testimonials