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Navigating Challenges, Maximizing Opportunities. We are Your Trusted Partner.
Our Services
Our Services
At Swan Strategy, we provide expert financial analysis and strategic insights to help businesses navigate complex challenges. Our team specializes in assessing financial impacts, optimizing business strategies, and delivering data-driven solutions.
Business Interruption Loss Assessment
Business Interruption Loss Assessment
Unexpected disruptions, such as covered insurance losses, can significantly impact a business's financial health. We analyze financial records, assess loss projections, and provide comprehensive reports to help businesses understand and quantify their losses. Our objective evaluations ensure that financial impacts are accurately documented and supported by data.
Strategic Planning
Strategic Planning
Success requires more than just reacting to challenges—it demands a clear, forward-thinking strategy. We work closely with businesses to develop actionable plans that align with their goals, optimize resources, and enhance long-term profitability. Whether you're scaling operations or navigating uncertainties, our strategic insights help you make informed decisions.
Consulting & Advisory
Consulting & Advisory
Every business is unique, and so are its challenges. We offer tailored consulting services to help companies improve financial stability, increase efficiency, and achieve sustainable growth. Whether you need guidance on financial reporting, risk management, or operational improvements, our expertise supports your business’s success.
ABOUT SWAN STRATEGY
ABOUT SWAN STRATEGY
Swan Strategy was founded in 2022 with a clear mission: to help businesses and entrepreneurs optimize their financials and navigate complex financial challenges with confidence.
Founder, Brian Drake, is a Certified Public Accountant licensed in New York, specializing in Business Loss Assessments, Forensic Accounting, Financial Strategy, Planning & Analysis, and Operations & Process Improvement. With a diverse background that includes auditing at a Big 4 accounting firm, corporate accounting at a publicly traded tech company, and financial planning and analysis for the nation’s largest wholesale wine and liquor distributor, Brian brings a wealth of expertise and a strategic mindset to every engagement.
At Swan Strategy, we are committed to delivering clarity, efficiency, and value. Whether assisting with business income loss assessments by analyzing financial documents and preparing objective reports, or enhancing operational processes for long-term success, we work as trusted partners to help businesses maximize their potential. Our expertise ensures clients have the accurate financial insights needed to navigate recovery and make informed decisions.
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