A New Approach to Financial Consulting and Restructuring
About
The Wexus Group strives to provide business solutions to companies during critical moments in its life cycle. Our value proposition is that our team has expertise in multiple disciplines, and has collaborated on other endeavors to effect significant improvements in both small to midsize agencies and corporate performance and culture.
The Wexus Group boasts over two decades of financial expertise. Our primary objective is to help businesses that are in transition. We manage a wide array of businesses from all different scales, backgrounds, and services. Businesses are always in a state of flux, and as such are either growing or contracting.
In most cases, small businesses do not have the manpower to navigate those processes; our firm will help companies manage those "growing pains". Large businesses can lose direction and get lost in transition if and when it is not organized.
We can implement systems and controls to more effectively administer cash flow. We can introduce marketing and business development strategies to improve sales. We will bring facilities expertise to aid in growth or contraction plans, and to audit and examine vendor contracts and relationships to help reduce costs. In any case, we can find and execute a stream lined plan for any business, at any state.
"Big Solutions for Small Companies"
Services
We can build and maintain accounting systems to improve management reporting and to assist in analyzing the business for its senior executives. We can implement internal controls to safeguard company assets, apply forensic accounting, provide bookkeeping and tax representation, and increase employee accountability.
In addition, our firm has over 15 years of experience working with and on Wall Street, and through those relationships we can help source growth and seed capital for our clients.
A company is only as strong as its employees, the building blocks to its success. Our approach to HR is unique in that it combines both the element of policy development and implementation, with the understanding of how to best apply those policies in order to effectively mobilize and develop personnel and mitigate the risk of liability that may arise from those employees.
We will improve the quality of the hiring process and help protect the company from corporate culture clashes and disgruntled personnel. Payroll and insurance can be set up to ensure you have the most effective service possible.
In order to effectively increase its revenue base, companies are charged with understanding what products and services may be of use to their client base, and the best strategies to implement in sales, external communications, and business development to provide those products and services to their clients.
We will guide you through the processes involved with getting to know your customers and audience, and devise solutions to help develop marketing plans, account strategy, digital and social media, prepare you for what is next, and generate improved sales and greater, sustainable revenue streams.
When a project is completed, it needs to be maintained and cared for. We take it from the project stage and turn it to the operation phase. Within the operations, we also manage the vendors involved, which can range from small to large scale and we organize all these factors to ensure even flow.
We assist our clients in offering the service option of searching, selecting, and managing outside vendors that provide facilities management. We can implement online tools and platforms for easy maintenance that reduce cost and time in handling these processes and ensure that all information is up-to-date.
In order to effectively operate in the constantly evolving world of modern business, managers must successfully navigate the bridge between the business world and computer science. It is on this virtual bridge where Information Systems and Technology merge to assist people in transforming data into information; and it is here where our team adds immense value.
We have the breadth of experience, and the know-how to identify technology solutions that will help improve productivity and enhance your company's performance. We can expedite your network capabilities, improve your corporate website's design and layout, and implement a vendor and client management platform.
In the current financial environment, access to capital can be an issue, especially for new businesses. Having access to working capital in order to keep operations in momentum, could mean the difference between success and failure, in any business, small or large, just starting or long time established.
We gather and provide the necessary information to gain access and to show value to invest in your company. We can assist in obtaining loans, fundraising for capital, capital structure, and investor relations. We also have the in-house ability to fund business on a short term basis. We maintain the core while you can focus on the growth and make you aware and advise sound choices to better your business.
Our Team
Alan Weichselbaum
CEO & Founder
Alan has almost 25 years of accounting and finance experience. He has both a CPA and an MBA and has had a very broad base of experience. He started his career as a staff accountant at Price Waterhouse. After receiving an MBA from New York University Stern School of Business, Alan spent three years at Philip Morris where he was a Manager of Financial Planning and Analysis.
Over the past 15 years, he has worked on Wall Street in various capacities. Alan has been a research analyst, a partner in two hedge funds and the CEO and CFO of a small broker dealer. Throughout his career, he has focused on smaller companies that are at inflection point and he has used his finance expertise to identify those companies that are going to successfully navigate during their transitional phase.
Elliot Daniel
Senior Analyst
Elliot serves as senior analyst at Wexus Group, LLC. since 2013. He draws from his experiences as an Accounting Associate at Stewart Daniel Accounting & Tax Services, as well as his experiences as a marketing analyst at the real estate firm Globerex.
Elliot received his degree in General Business from Yeshiva University, graduating cum laude. He caters to his clients specific needs by assisting them with one on one financial analysis, ranging from planning and budgeting to forensic accounting and reconciliation.
Shara Sita
Client Relations Advisor
Shara joined the Wexus team in 2014 as an advisor in client relations, with a focus in financial marketing and business management. She facilitates the on-boarding of new clients, from a field variety and brand culture, with the business transition process into full integration into our organization. By providing each and every client with the utmost service and personal approach, she ensures their satisfaction and understanding of their account.
Shara received her Bachelors degree in the Arts and Business Administration. Her creative background and personable attitude gives her an edge and a unique approach in customer service with a respective, refreshing, and relevant viewpoint. Some fun facts: she was a lacrosse player, is an avid runner, a mixed-media artist, and a mom of 2 girls!
Bracha Goldstein
Senior Accountant
Bracha graduated with a degree in accounting from Touro College. She is studying further to become a CPA. Prior to her joining the Wexus team, she was a manager at a pediatric office assisting their accounting department.
With her background, she provides the Wexus team with knowledgeable and tactful insight for our clients needs. Her attention to detail and her “get-it-done” attitude is the emphasis of how she achieves such exemplary work.
Lorraine Costa
Account Payables
Lorraine joined the Wexus team in October of 2021 as an account payable representative.
She brings to the Wexus team her problem-solving skills and outside-of-the-box tactics to assist with our clients needs. She is a team player and shows great initiative to take on new challenges. She has over 25 years experiance in customer service and sales support.
Fun facts: she is an artist, a chocolate aficionado, an origami teacher, and regular light house volunteer!
Sam Jacobs
Director of Payroll & Human Resources
Sam joined the Wexus team in 2020 as Director of Payroll and Human Resources. Prior to this, he was directing the payroll team at Paragon Healthcare Group primarily servicing Skilled Nursing Facilities and is now happy to bring his skills over and service the variety of clients and businesses here at Wexus.
With his careful attention to detail, he gives our clients the reassurance that their payroll is completed in both an accurate and timely manner. Outside of business, Sam keeps himself busy with many hobbies including magic, music and motorcycles!
Clients
