We support larger businesses (large enough to have or consider having a Board of Directors / formal Advisory Board) in collaboration with full-time accounting & finance leadership and other members of the executive team.

• Ad hoc project-based support (strategic planning; capital allocation considerations; capital structure considerations; business case development; opportunity evaluation; etc.)

• Board reporting and Investor Relations support

• Primary development or review of financial and other meaningful business analysis, including comprehensive enterprise or opportunity-specific financial models

• Part-time interim support during periods of employee transition (particularly relevant for transition of Financial, Planning & Analysis (FP&A); Treasury; Investor Relations; Corporate Development; etc. personnel)

We provide strategic and growth-oriented financial leadership to closely-held or family-owned businesses. We are uniquely positioned to best serve clients that are contemplating transactions in the near-to-medium term (whether fundraising or M&A/sale of the business).

Our Fractional CFO model equips businesses with Fortune 500 and Silicon Valley startup “unicorn” experience at unparalleled value (at a fraction of the cost and effort to find, hire, manage and retain a full-time executive employee). Our services are provided on a part-time, monthly basis (subject to client needs and complexity). These costs are ultimately far exceeded by the value-creating services we provide, whether through the generation of enhanced profitability, the avoidance of costly missteps, and/or introductions to key folks within our network (e.g., potential customers, investors, employees, service providers, etc.).

Standard Offerings include:

• Financial reporting advice & financial statement review and analysis (accounting records are to be maintained by the company’s accountants / bookkeepers)

• General strategic financial analysis - ad hoc financial analysis pertaining to individual growth & profitability initiatives, partnerships, and related matters

• Capital structure & capital allocation analysis - prioritization of strategic growth initiatives and capital investments (e.g., product / service line expansion; large capital projects; workforce management; strategic partnerships; acquisitions / divestitures; etc.); evaluation of optimal sources of funding (debt/equity/convertibles/other) and sizing of sustainable owner distribution levels

• Scenario analysis and financial modeling - development and maintenance of a company’s pro forma financial model (encompassing budgeting and strategic planning), including cash flow, cash burn and/or cash needs analysis

• Ongoing strategy evaluation and operating guidance as advisor to the CEO/Founder/President

• Fundraising & investor relations support - Board and pitch-deck review & preparation, capital sourcing

We execute transformative M&A transactions for businesses and their stakeholders.

Our services are centered around [1] delivering outsized value and [2] enabling executives & managers to remain focused on core operations, customers, and employees through the most important transaction in a business lifecycle.

Independent and Objective Buy-Side Advisory Services

• Investment opportunity (“target company”) identification and outreach

• Due diligence and evaluation of target company(s), including quality of earnings, working capital analysis, etc.

• Valuation and returns analysis, including pro-forma financial model development

• Negotiation and structuring support through transaction closing

• Transaction financing support (debt and / or equity)

• Development of post-transaction strategic operating recommendations

Our on-demand, online courses equip founders and business owners with the training and awareness necessary to optimize business and financial operations.

Our courses are also available to accounting and finance professionals looking to “level up” their skillsets and advance in their careers.

Additionally, we have developed courses to prepare (1) founders and business owners for a sale of their business and educate (2) potential acquirers (individuals or businesses) about the steps and considerations in purchasing a business.

Board of Directors / Advisory Board membership - our background and experience are appropriate for Board service and particularly for ESOPs and other firms for whom valuation matters are of ongoing significance

The following services are offered on an ad hoc, project basis:

Capital fundraising execution (debt and / or equity) — does your business require capital to fund expansion?

Transactions concerning non-controlling ownership interests — do one or more business owners wish to sell their partial ownership stake(s)?

Business valuation and analysis — what is your business worth and how can you enhance the value of your business?

Any combination of the above offerings