Common Client Problems
I need a Fractional CFO for a strategic project. How do I find one?
I have a start-up or a concept. How do I get ready for conversations with prospective investors?
My company is considering M&A or financial/operational restructuring. How could these situations impact valuation?
How do we evaluate many complex scenarios across large data sets or granular assumptions across multiple business segments?
My company is conducting a strategic review. Where can I find an expert to cut through the noise and vet assumptions before a key decision?
I’m not sure how investors will determine our valuation. Where can I find an expert who can guide me?
-
Tackling a complex problem facing a multi scenario outcome? We provide CFO consulting services to analyze as many scenarios as you like in a dynamic financial model so that they can be simultaneously compared against one another to make the optimal decision.
-
Create custom financial models to analyze and identify the best ways to maximize growth, profitability, and valuation from your organic and inorganic strategic business decisions.
-
Guide your start-up from concept through investor discussions.
-
Lead due diligence sessions with a management team on your behalf. Lead Q&A due diligence list creation. Lead analysis of target’s financials and operations.
-
Prepare, refine, and transform an existing business plan for investor purposes or create one from scratch.
-
Combine data feeds from Business Warehouse for SAP and Adaptive Insights to feed automated financial reporting, dashboards, and financials models. Improve internal forecasts and prepare budgets with maximum efficiency.
Solutions
Request a Free Consultation
Please complete the form below if you would like to schedule a free 1:1 30-minute initial consultation. A member of our team will respond to you as soon as possible.
* Limited time offer.
