We are entrepreneurs at heart. We think and act like business owners. We have helped build, finance and sell many companies over our careers. We can do the same for you.
Our nationwide team of outsourced CFOs, with an average of 21 years of C-Suite experience, will help take your business to the next level.
And with fixed fee service packages starting at $3,300 per month, we add great value for a fraction of the cost of a full time CFO!
A Fresh Perspective
Our CFOs will challenge your thinking, bring in new ideas and a fresh perspective
Your Finances in Order
With better processes and procedures, we deliver accurate and timely financial information
Better Decision Making
We will give you peace of mind and the confidence to make important decisions
Growth and Value
We will drive faster growth, increased profitability and a higher value for your business
Oversight of finance, accounting, audit, tax and insurance matters
Review of monthly financial statements
Creation of annual budgets, with updates on a monthly or quarterly-basis
Preparation of monthly financial packages to include: budget-to-actual comparison, variance analysis, KPI report
Preparation of rolling 13-week cash flow forecasts and recommendations on how to optimize cash flow
Design and implementation of financial processes and internal controls
Oversight of financial/operating/ERP systems selection and implementation
Investor / Bank relations
Advice regarding opportunities to increase revenues – either organically or through acquisitions/partnerships
Development of profitability analysis by product or market and recommendations on how to improve margins
Review of cost structure and advice concerning cost-saving measures
Integration of financial analysis and discipline into pricing decisions
Creation and management of incentive/bonus plans
Preparation of long-term financial forecasts and business plans (3-5 years)
Strategic Review and SWOT analysis
Guidance regarding capital structure matters
Capital raising
M&A advisory
IT’S LONELY AT THE TOP: You lack an experienced business partner and “consiglieri” at your elbow who is objective, strategic and fact-based, yet passionate about growing the value of your company. There is a substantial gap in business experience and acumen between you and other members of your team
THERE ARE NOT ENOUGH HOURS IN THE DAY: You have no time to deal with important financial or operating tasks, which keep on being postponed or falling through the cracks…or worse still, such financial and operating tasks continuously crowd out your pivotal duties related to customer acquisition and products
NO STRATEGY, INSIGHTS & ANALYSIS FROM FINANCE: Your finance function is limited to producing the monthly P&L and Balance Sheet. It provides no: strategic input, detailed profitability analysis of your products/services, a rolling cash flow forecast, benchmarking, Key Performance Indicators, etc. You feel like you are flying the proverbial airplane with no instrument panel
CASH FLOW AND PROFITABILITY “SURPRISES”: Your business is experiencing profitability or cash flow problems, is missing bank covenants or is underperforming the budget – and you are often surprised by it
$20 MM COMPANY STUCK IN THE BODY OF A $4 MM BUSINESS: Your business is growing fast and requires more robust finance and operating functions to deal with the challenges and opportunities that come with such rapid growth. Increasingly, you feel like your company’s accelerated expansion is being restricted or held back by its own lack of infrastructure
SHORT-SIGHTED: You don’t have a long-term view of your business, including: (i) a 3 to 5-year strategic plan and financial forecast and (ii) a sense of the business value, currently and in the future
DEAL MAKING: You are looking to raise capital to fund growth or acquisition opportunities and reach your ambitious goals. Or you plan to sell in the short to medium-term and have not prepared your company for it
Seasoned Fractional CFOs, with an average of 21 years in the C-Suite leading companies of various sizes and dynamics. Our experience includes: (i) starting-up and co-founding successful businesses; (ii) helping companies scale up rapidly; (iii) leading the transformation of mature, larger businesses; and (iv) successfully turning around troubled ventures. We have also been part of some corporate failures, from which we learned important lessons.
Team Approach – Because we work collaboratively, when you retain one of our outsourced executives, you gain access to the whole team’s knowledge, experience, and relationships. This provides your business with a real competitive advantage.
We have negotiated $60+ billion worth of M&A ($35+ bn) and Capital Raise ($25+ bn) transactions across numerous industries and countries, including including: company sales, mergers, acquisition, joint-ventures, equity and debt financings, and balance sheet restructurings. Counter-parties in those transactions ran the gamut, (i) from entrepreneurial buyers to corporate acquirers; (ii) from angels and small investors to major venture capital and private equity firms;; (iii) from traditional commercial banks to alternative debt capital providers
Vast industry experience, covering virtually every corner of the economy, including: SaaS and Software-enabled Businesses, Technology, Life Sciences, Medical Devices, Healthcare Services, Fintech & Crypto, Marketing & PR, Consumer Products, Retail, Franchises, Distribution, Manufacturing, Professional Services (including the trades), Energy and Clean Energy, Logistics, Defense and Government Contractors, and Non-profit.
Starting at $3,300 per month, our fixed fee service packages offer you the structure and price certainty of an engagement with a defined scope of work, with the flexibility to request additional support as needed, and charged on an hourly basis.
| Fixed Fee Plan: | Starter | Advanced | Pro |
|---|---|---|---|
| Monthly Rate (except for month 1)* |
$3,300 |
$5,500 |
$7,700 |
| Review of monthly financial statements, including interactions with bookkeeper to address issues |
✓
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✓
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✓
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| Preparation of monthly financial packages, including: budget-to-actual comparison, variance analysis, KPI report |
✓
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✓
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✓
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| Advice regarding opportunities to increase revenues |
✓
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✓
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✓
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| Review of cost structure and advice concerning cost-saving measures |
✓
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✓
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✓
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| Interaction with tax advisors |
✓
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✓
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✓
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| Bi-weekly 1-hr meetings with the CEO/Leadership Team |
✓
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| Weekly 1-hr meetings with the CEO/Leadership Team |
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✓
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✓
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| Monthly preparation of rolling 13-week cash flow forecasts and recommendations on how to optimize cash flow |
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✓
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✓
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| Quarterly update of budget throughout the year |
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✓
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✓
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| Design, implementation and management of financial processes and internal controls |
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✓
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| Integration of financial analysis and discipline into pricing decisions |
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✓
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| Management of incentive/bonus plans |
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✓
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Ad-hoc Tasks
Pavel Perlov
CEO at Electronic Fluorocarbons LLC
Jonathan Whitworth
Former CEO of Seaspan (retired) and Board Member on three corporate boards
Kelly Bates
President, Interaction Institute for Social Change
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