Fractional CFO Services
Access High-Quality Financial Expertise at a Fraction of the Cost, On-Demand, and Tailored to Your Needs:
- Cash Flow & Liquidity Management
- Strategic FP&A: Forecasting & Planning
- KPI Definition & Tracking
- Business Intelligence, Analytics & Automation
- Board & Management Reporting
Core Offerings and Focus Areas
We typically work with businesses in the $5–$50 million range that need a part-time CFO and provide them with services that are typically available only to larger companies with full-time CFOs.
Manage Change with Agility
- Raise capital: Manage equity & debt fundraising, including preparing financial and due diligence materials
- Evaluate and prepare for a sale, merger, or acquisition
- Scale the business to support fast growth
- Restructure during a downturn to set the stage for long-term profitability
- Budget for capital investments and one-time events
- Analyze and plan for expansion into new products, services, customer segments, markets, or locations
- Negotiate bank financing and covenants and improve relationship with banks
Enable Data-Driven Decisions
- Enhance the company’s strategic plan
- Develop detailed business plans
- Optimize the use of debt vs. equity
- Analyze costs and sales cycles for accurate ROI calculation
- Conduct financial and market analyses
- Assist in pricing products and services appropriately
- Separate profitable from non-profitable customers
Improve Financial Management
- Maximize cash; forecast and proactively manage cash-flow
- Identify and mitigate business and financial risks
- Manage receivables, payables, cash forecasts, and debt covenants
- Improve inventory control
- Manage cash burn rate
- Prepare for and manage external audits
Streamline Systems & Processes
- Assess current processes and systems to identify areas for improvement; design new processes
- Optimize finance functions: monthly-close, vendor payments, payroll, budgeting & forecasting, and financial reporting.
- Drive digital transformation and automations within the finance function for better accuracy and fraud prevention
- Implement technical accounting standards and practices
- Select and oversee implementation of new accounting systems
Boost the Executive Team
- Serve as a trusted advisor to the CEO and the executive team
- Free the CEO to focus on sales and long-term growth strategies
- Provide interim stability in the event of a full-time CFO departure and assist in selecting a new full-time CFO
- Coach the finance & accounting staff, bridge skillset gaps, and re-allocate tasks as needed
Interact with the Board & Investors
- Build credibility with board members and investors
- Develop timely and insightful presentations and packages for board members and investors
- Serve as the primary point person for financial questions, concerns, and ideas
M&A Support Services
We partner with corporate acquirers, investors (PEVC, FOs), and sellers and provide them with high-quality service at a competitive rates and under flexible fee models.
- M&A Execution Support
- Financial Due Diligence
- Sell-Side Readiness
- Transition / Interim Services
- Negotiation Support
- Consulting on Capital Raises
Core Offerings and Focus Areas
We assist dealmakers in preparing for a potential transaction and help them evaluate whether to proceed with full confidence.
Create or Evaluate Offers
- Develop a solid transaction structure, perform a preliminary valuation, and draft a compelling Letter of Intent (LOI).
- Assess the financial and strategic merits of existing offers to ensure they align with the company's goals and provide optimal value.
Assist with Due Diligence
- Financial Analysis: Gain an independent evaluation of the company’s past and future financials and establish a solid basis for proposing reasonable deal terms.
- Identify Deal-Breakers: Quickly spot potential deal-breakers, such as financial irregularities or potential fraud, to mitigate risk and avoid a bad deal early on.
- Profitability Assessment: Determine a sustainable run-rate EBITDA (profitability) and its relationship with cash generation, overall valuation, and purchase price.
Assist with Negotiations
- Maximize ROI: Leverage diligence findings to negotiate a better purchase price and strengthen the negotiating position.
- Risk Mitigation: Define the closing mechanism to ensure the client is protected and reduce the risk of M&A-related litigation.
Support at Closing
- Prepare investment-grade financials in a format accepted by equity investors, banks and lenders.
- Work with lawyers to define the accounting and financial clauses of the purchase agreement.
Support Post-Close
- Assist with post-closing adjustments and in integrating the acquired business with minimal disruption to ongoing operations.
About Us
Our principals have worked on over $10 billion worth of strategic transactions (acquisitions, sales, capital raises, complex carve-outs, etc.) in multiple industries with companies ranging from startups to middle-market firms and multi-million-dollar corporations.
Our principals have worked with more than 50 of the world’s premier Private Equity firms and their portfolio companies, as well as several leading VCs and VC-funded startups.
We combine external advisory credentials with in-house operational experience and take a hands-on approach to consulting.
We can provide a skilled outsider's perspective on complex challenges or implement solutions as an extension of your team.
Tell us about your financial goals and pain points.
We will get back to you soon to schedule a consultation.
New York, New York, 10065
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