What We Do

CFO Services -

Interim, Fractional, On/Off Site

Most SMBs do not require full-time CFO, and many times cannot afford such. SMBs often require a mix of controller and senior accountant, to ensure timely and accurate maintenance and reporting. In addition, they require a part-time CFO for cash flow management, constant monitoring and strategic leadership and advice. In addition, SMB’s require CFO level team member for special situations and issues, such as business planning, strategic advice, capital raising, preparation for sale, investors’ reporting, accounting software selection and implementation, and more. We provide the right mixture that your business really needs. Lower level and less expensive personnel for accounting tasks, and senior part-time financial controller and CFO for the guidance, leadership and the strategic advice you need. By doing so we are able to provide tailor-made higher and more efficient level of service, at a lower cost.

Financing and Capital Raise - Readiness, Strategy, Advisory and Support

There are many reasons for a business or its owner to need or want funds. They may require straight start up cost or funds for growth, such as inventory, marketing, acquisition and amalgamation, purchase of real estate, and more. They might also simply want to cash out on a portion of their success or to establish value for the enterprise by securing a successful M&A transaction. Also, sometimes a business needs finances to fund previous losses as part of a restructuring move.

Startups

The difference between startups and small businesses is that small businesses are…small businesses, while startups are the first step of large and successful organization.

As such, startups should see themselves as large companies in the making and create the proper foundation, infrastructure and road map to get there.

Investors and Shareholder Reps

Boutique funds, Family offices, and Angel Investors usually do not have the capacity or will to manage and get thoroughly involved with their portfolio companies. Typically, such investors rely on quarterly management reports they hope to be accurate and as long as the investors’ note is paid as agreed, no real questions are asked.

Problems start when the investee is under-performing, sales do not meet projections, cash flow becomes an issue, key employees are leaving, or turnaround is required and an exit is not found.

Our job is to make sure you are not surprised.

Turnaround, Planning and Strategy

We partner with businesses’ leadership on ad-hoc special situations.
Usually we are called when there is some sort of a business trigger event which is out of the normal course of the business, or when there is some void in the leadership’s capacity.