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Finance and Fractional CFO 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 financially difficult to swallow. Investing in a fractional CFO or finance executive may be the solution for your business.
We provide Fractional and part-time Chief Financial Officer (CFO), consultant, advisory and coaching services 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:
We'll help you "major-in-the-majors". Focus on opportunities that move the needle. Make decisions to expand, restructure and optimize. This includes:
- Mergers and Acquisitions (M&A): forge strategic partnerships, and ensuring scalability.
- Driving Value: Screen and identify opportunities that enhance value by leveraging your platform through well-executed deals and initiatives.
- Improving Performance: Improve financial and operational performance by identifying growth avenues and optimizing the business. Best practices include identifying the right KPIs and dashboard development.
- Internal and External Focus: fill gaps in the organization’s reach and product and services portfolio. In addition, we'll help you vet banking partners, investors, auditors, legal, and tax expertise.
- Growth, Exit and Turn-Around advisory includes candidate and investor screening up to and including S1 IPO advisory work.
Finance and Fractional CFO 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 preparation and execution
Pitchbook creation
Capital Introduction
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
We employ a weighted "football field" valuation approach combined with sensitivity and scenario analysis. In addition, 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.
A VDR should contain the answers to 90 percent of investor and BOD Due Diligence Questionnaires (DDQs). We have developed several investor DDQs in a wide variety of industry sectors over the years, so 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
- Financial Planning and Analysis (FP&A)
- Forecasting
- Budgeting
- Analytics and Machine learning
- Valuation modeling
- Back-testing
Finance and Accounting Systems
Financial Modeling and Analytics
Finance and Accounting Systems
We manage finance, accounting and 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 either:
- QuickBooks - Online, or
- NetSuite / Oracle.
Accounting, Bookkeeping, Tax
Financial Modeling and Analytics
Finance and Accounting Systems
We'll source accountants, book-keepers, tax & compliance resources as needed.
We recommend accountants who are CPAs and are experienced in internal and external audit roles, GAAP and IFRS.
Bookkeepers should be certified by The American Institute of Professional Bookkeepers.
We can review your monthly close process with your accountant and assist in audit preparation. We can also help you select an appropriate audit and assurance firm based on your growth and capital markets plans.