As the owner of a privately held company, you are constantly faced with challenges: optimizing cash flow, maximizing profitability, accelerating growth, presenting your business to third parties, and planning your exit strategy. Our seasoned CFO’s partner with you as an advisor to help you achieve your goals and develop a game plan for those strategic, financial, and business objectives. We work closely with your team to provide accountability to ensure that you reach those goals. Key operational support will be provided on a regular basis throughout the engagement period.
As your trusted advisor in the capacity of CFO, we carefully listen to your aspirations, challenges, and frustrations. We recognize that every business is unique and that while it may share commonalities with other businesses, it requires a customized approach to align with your unique desires, priorities, culture and budget. We then collaborate with your team to provide CFO services, business consulting and exit strategies prioritized to navigate your company from its current state to the desired end state – implemented and executed at a pace that you are comfortable with, both operationally and financially.
Financial Support
Key financial support will be consistently provided and include the following support, at a minimum:
- Work with management to develop and document a long term strategic plan, including the development of a long term financial forecast
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Provide financial oversight:
• Prepare monthly budget for each new year and update it throughout the year in light of ongoing operations
• Upload into the accounting system to provide actual vs. budgeted monthly results
• Review and discuss monthly financial performance with management
• Work with lenders (as needed) to secure capital for operations and acquisitions
• Participating in the year end audit
• Strengthen the financial operations and work closely with the existing team - Support any M&A effort to help identify, structure, and negotiate tuck in acquisitions to diversify the business and build value
- Act as a liaison to various internal/external parties (HR, IT, CPA, etc.) in support of the business
- Help hire, mentor, train and support team members in their development
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“Creating Value For the Entreprenuer”