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Finance Solutions
Overview
Real World Expertise Without the Long-Term Commitment
Experienced CFOs bring a lot to the table, including a price tag that can be difficult to swallow. Investing in a fractional finance executive may be the solution for your business.
We provide advisory service to small and medium-sized businesses on an hourly basis or from 4 to 12 business days per month.
For larger enterprises, we provide supplemental support for special projects and transactions. Either way - you only pay for what you need.
Corporate Development and Strategy
Strategic Growth:
"Major-in-the-majors". Focus on opportunities that move the needle. Expand, restructure and optimize:
- Mergers and Acquisitions (M&A): forge strategic partnerships, and scale.
- Drive Value: Identify opportunities that enhance value. Leverage your platform through well-executed deals.
- Improve Performance: Identify growth avenues. Optimize the business.
- Internal and External Focus: fill gaps in the organization and vet investors, auditors, legal, and tax expertise.
- Growth, Exit and Turn-Around advisory up to and including including S1 IPO advisory.
Finance Solutions
Capital Markets, Fund Raising and Roadshows
Capital Markets, Fund Raising and Roadshows
Capital Markets, Fund Raising and Roadshows
Which capital funding source is right for your business?
- cash flow from operations
- debt
- convertible debt
- warrants
- equity
Roadshow prep and execution
Pitchbooks
Capital Intro
Investor and Board presentations
Valuation
Capital Markets, Fund Raising and Roadshows
Capital Markets, Fund Raising and Roadshows
We've been around long enough not to fall prey to acceptance of purely quantitative methods without injecting substantial amounts of "common-sense" and judgement.
We use multiple valuation techniques including:
- Discounted Cash Flow (DCF)
- Free Cash Flow
- Precedent transactions
- Comparable companies
- LBO valuation
- Breakup analysis
- Options based valuation
- IRR and MOIC
We employ a weighted "football field" valuation approach combined with sensitivity and scenario analysis. We can build simulations around these models.
Due Diligence and VDR Development
Capital Markets, Fund Raising and Roadshows
Due Diligence and VDR Development
We are experts in due-diligence and can help you build a solid Virtual Data Room (VDR). You can't raise funds or attract quality investment partners without a VDR.
We have developed DDQs in a wide variety of sectors over the years. We know the questions investors need answers to.
Financial Modeling and Analytics
Financial Modeling and Analytics
Due Diligence and VDR Development
Expert in modeling and analytics:
- Cash flow optimization
- FP&A
- Forecasting
- Budgeting
- Analytics and ML
- Valuation modeling
- Back-testing
Finance and Accounting Systems
Financial Modeling and Analytics
Finance and Accounting Systems
ERP systems implementations and conversions.
In addition, we'll review your Financial Tech-Stack.
Depending on the size and complexity of your firm, we recommend:
- QuickBooks - Online
- NetSuite / Oracle
- MS Dynamics
Accounting, Bookkeeping, Tax
Financial Modeling and Analytics
Finance and Accounting Systems
Source accountants, book-keepers, tax & compliance resources as needed.
We recommend accountants who are CPAs and are experienced in internal and external audit, GAAP and IFRS.
Bookkeepers should be certified by The American Institute of Professional Bookkeepers.
Review your monthly close process with your accountant and assist in audit prep. We can also help you select an appropriate audit and assurance firm based on your growth and capital markets plans.