Offering Differentiated:
- Fractional CFO Services delivered by a seasoned CFO/CPA/CFP
- Independent Director or Advisor to Boards of Directors of Privately Held Enterprises and Family Businesses
- Financial Advisor/Consultant Roles
CFO CONSULTING SERVICES
Help with Running Your Business and Improving your overall performance, financial systems and training your staff
We provide part time, interim, and project-based financial expertise to small and medium-sized businesses. Our work focuses on business and financial strategy; using the tools and techniques of accounting and finance to help business owners make better decisions.
Our experience in diverse industries and businesses at various stages including startup, high growth, turnaround, management or ownership transitions and M&A. We know how to identify key issues to your company, prioritize them for you, and execute for results that are measurable.
Limited Financial Assessment
A great way to start is the Limited Business Assessment
Through the lens of a CFO, and beginning in the finance accounting functions, we will continue to assess the inter-related operations and sales areas of the Company’s business over 4 to 8 days. An Executive Summary of Findings and Recommendations will be delivered to and reviewed with the Company’s management after the assessment.
Evaluating and setting up better processes
Setting up your company’s financial processes correctly will save time and prevent headaches down the road. Let us help you set up your business correctly from the beginning.
- Financial discipline and controls that really work
- Business plan creation and update
- Appropriate procedures and processes
Business Modeling, Forecasting, Metrics and Analysis
Is your business is on-track? We can help with you elevate your performance with better planning, modeling and forecasting, to measure and track progress using metrics designed around your company’s needs.
- Business plan financial projections and forecasting
- Budgets and tactical operations estimates
- New business or product modeling
- Financial model creation and sensitivity analysis
- Business/Product modeling and analysis
- Business metric development
Cash Management, Treasury, and Banking
We can help you track where the money goes and better manage cash flows.
- Cash flow planning and analysis
- Establishment and/or review of banking relationships
- Analysis of cash management, fees, and costs
- Evaluation of banking relations, loan and credit lines
- Metrics and monitoring tools
Merger, Acquisition, Sale, and Due Diligence Services
Buying a business or selling your own can be a complicated, time-consuming process that takes you away from your company’s day-to-day business. We have experience evaluating companies for purchase and preparing companies for sale, providing guidance during every stage of the process.
- Commercial due diligence and evaluation
- Exit strategy development and support
- Pre-due diligence support
- Deal structure and negotiations
Profit Improvement Planning and Restructuring
When your bottom line needs improvement, we can provide a fresh objective view of your company’s needs and where changes can be made without jeopardizing your company’s vision or values.
- Alignment with Strategic and Business Planning
- Cost analysis and reorganization support
- Inventory, Expense and Cost control programs
- Vendor analysis and negotiations
- Data collection, analysis and enhanced reporting on KPIs, metrics for better planning and control
- Alternative scenario financial modeling and sensitivity analysis
Staff Development
- Mentoring and coaching for your accounting department
- Training on best practices where needed
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