Purpose: CFO-level financial consulting services for companies with no full time senior financial managers or for those needing additional bandwidth and external assistance.

Key Attributes: Provides seasoned financial expertise and advice. Includes development of budgets and forecasts (strategic plans, annual budgets, quarterly updates, cash flow forecasts and sales pipelines) as well as analysis and recommendations (pricing, make vs. buy decisions, client acquisition strategies, financial implications of marketing strategies, and contract structuring).

For pre-funded companies, other services include capital raise and transaction support (pro-forma financial statement development, due-diligence preparation, etc.). For companies who have raised angel or series A venture capital, services include investor communications and board reporting.

Who Needs It:

» Small to medium size companies that don’t require full time CFO level finance support
» Companies preparing for a significant transaction (fund raising, M&A, major partnership, etc.)
» All companies looking for greater insight, visibility, and efficiency in their operations

What It Does:

» Builds a solid foundation of financial information to guide key decision making
» Provides rigorous analytical insight into the feasibility and profit potential of opportunities
» Gives investors and directors confidence in the direction and leadership of the business

Contact us today to learn how we can help. We look forward to working with you.

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