CFO Services

Having the right leaders in place are critical to success. You first need to optimize the building blocks for financial growth!

Unlocking Growth with a Fractional CFO

Navigating the complexities of today’s business landscape requires a solid financial strategy. While it’s essential to have a robust financial foundation to drive growth and maximize profits, not every company needs or can afford a full-time CFO. Enter the fractional CFO. Partner with our seasoned CFOs to harness their expertise without the full-time commitment. They’ll work alongside you, providing tailored financial strategies and insights tailored to your unique challenges. This ensures a resilient financial structure that propels your business forward, helping you realize your most ambitious goals. Let us be your guide in this financial journey, setting the stage for unparalleled success. 

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fractional cfo

How are you looking to improve at your company?

Sell My Company

When should I sell? What am I worth? 

  • M&A and Due Diligence
    Evaluate your company to understand its current and potential value.

  • Valuation & Pricing
    Conduct a valuation of your company and develop a plan to get the best possible price for it.

  • Deal Structure & Terms
    Create a deal structure that meets your needs and includes the terms that are most important to you.

  • Legal & Regulatory Considerations
    Assess the legal and regulatory landscape to identify any potential risks.

  • Tax Strategy
    Identify and implement tax strategies to minimize the tax liability associated with the sale.

 

Identify & Manage Risk

Where’s my exposure? What could I lose?

  • Risk Assessment
    Identify your risk, categorize each item, and prioritize how you approach each challenge with a detailed plan.

  • Risk Analysis
    Define the probability of your risk happening, what it could mean, and what is tied to it.

  • Risk Mitigation
    Put a plan in place to avoid your risk, reduce the probability of it happening, and find ways to transfer your risk to a third party.

  • Risk Monitoring and Tracking
    Develop key performance indicators (KPIs) and a process to assess your risk over time.

  • Crisis Management & Contingency Planning
    Develop a plan for any crisis, including different scenarios and communication strategies.

  • Compliance & Regulatory Risks
    Review all compliance issues within your business and ensure you are in a safe place.

  • Supply Chain & Vendor Risks
    Develop a plan for all supply chain issues and how you will respond in different situations.

Fundraising & Capital Structure

How much do I need? How do I get it?

  • Risk Assessment
    Identify your risk, categorize each item, and prioritize how you approach each challenge with a detailed plan.

  • Risk Analysis
    Define the probability of your risk happening, what it could mean, and what is tied to it.

  • Risk Mitigation
    Put a plan in place to avoid your risk, reduce the probability of it happening, and find ways to transfer your risk to a third party.

  • Risk Monitoring and Tracking
    Develop key performance indicators (KPIs) and a process to assess your risk over time.

  • Crisis Management & Contingency Planning
    Develop a plan for any crisis, including different scenarios and communication strategies.

  • Compliance & Regulatory Risks
    Review all compliance issues within your business and ensure you are in a safe place.

  • Supply Chain & Vendor Risks
    Develop a plan for all supply chain issues and how you will respond in different situations.

Financial Systems & Controls

Do I have the correct processes in place?

  • Evaluate Financial Reporting & Accounting
    Do a full assessment of your finance and accounting and propose a path to improvement.

  • Internal Controls & Processes
    Review all internal controls and processes, and give an assessment of what should or could be improved.

  • Create Process & Automation
    Identify where processes can change and any areas for automation or process optimization.

  • Compliance and Regulatory Reporting
    Review current reporting processes, identify gaps, and fill those gaps as needed.

  • Data Integrity & Security
    Review any risk for data integrity and security to minimize risk.

  • Technology Upgrades
    Assess all finance-related technology and make a plan for additions, upgrades, and changes.

  • Training & Documentation
    Review all finance-related training and documentation, and implement a plan for improvements.

fractional CXO seeing the right answer

Improve Cash Flow

How do I ensure I can cover my expenses?

  • Forecasting
    Create financial reports and forecasts to ensure you can see into your future.

  • Working Capital Management
    Assess your current working capital and make a plan to ensure you have sufficient working capital.

  • Expense Management
    Produce an assessment of your current expenses and help develop plans to minimize costs.

  • Credit & Collections
    Create a plan to ensure your days outstanding are minimized and credit is given only where appropriate.

  • Capital Expenditure Planning
    Assess your current capital expenditures and create future plans.

  • Debt Management
    Optimize how you use debt to run your company.

  • Cash Reserves
    Assess your cash reserve situation and identify ways to improve it.

  • Scenario Planning
    Create best, expected, and worst-case scenarios to ensure preparedness for all situations.

Fractional PR Executive

Managing Debt

How do I optimize my debt?

  • Structure & Strategy
    Evaluate your current debt structure and strategy, and produce a plan.

  • Debt Financing Options
    Assess your current debt strategy and options to optimize financing.

  • Debt Restructure and Additional Financing
    Help renegotiate your current debt for optimal terms and restructure your financing.

  • Debt Repayment Strategy
    Develop an ideal debt repayment strategy.

  • Debt Sustainability Analysis
    Review and model your debt sustainability.

Building a successful business with a fractional executive

Financial Reporting

What are the best KPIs to track?

  • Data Quality & Integrity
    Ensure you have clean and accurate data to make critical decisions.

  • Standardization and Consistency
    Create repeatable processes to maintain standardization and consistency.

  • Key Performance Indicators (KPIs)
    Help design and deploy the appropriate key performance indicators to optimize decision-making.

  • Transparency & Disclosure
    Create the right processes to facilitate transparency.

  • Regulatory and Compliance Reporting
    Evaluate all processes impacted by regulation and ensure compliance and reporting are in place.

  • Stakeholder Communications
    Create communication processes for the appropriate stakeholders and ensure the right information is disseminated

 
compass helping business go in the right direction

Budgeting & Cost Control

Control costs to improve profitability

    • Cost Analysis
      Evaluate where you are spending and identify potential savings.

    • Budgeting Approach
      Build your budgets and budgeting approach, including: (1) incremental, (2) activity-based, (3) value proposition, and (4) zero-based.

    • Cost Reduction Initiatives
      Develop and implement plans to reduce costs across the business.

    • Vendor & Supplier Management
      Work with your company to optimize pricing and terms with your suppliers.

Strategic Decision Support

I am an expert to make sure I’m on track.

  • Financial Modeling
    Build financial models to help make educated decisions.

  • Investment Analysis
    Evaluate current investments and make suggestions for changes.

  • Merger & Acquisition Analysis
    Assess the right time to sell and determine what needs to be done to get there.

  • Business Expansion Strategy
    Assess when and how to expand, and build a plan to optimize the process.

  • Risk Management
    Assess your risk and develop strategies to mitigate it.

  • Resource Allocation
    Assess where resources are deployed and ensure they are appropriate investments.

  • Long-term Financial Planning
    Develop a long-term financial plan that is easily understood and followed.

Sell My Company

Sell My Company

When should I sell? What am I worth?
loic-leray-CIX5JDM59EM-unsplash

Identify and Manage Risk

Where's my exposure? What could I lose?
Raise Capital

Fundraising & Capital Structure

How much do I need? How do I get it?
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Financial Systems & Controls

Do I have the correct processes in place?
fractional CXO seeing the right answer

Improve Cash Flow

How do I ensure I can cover my expenses?
Fractional PR Executive

Managing Debt

How do I optimize my debt?
Building a successful business with a fractional executive

Financial Reporting

What are the best KPIs to track?
compass helping business go in the right direction

Budgeting & Cost Control

Control costs to improve profitability

Strategic Decision Support

I an expert to make sure I'm on track.

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