Determine owner objectives to help entrepreneurs launch their business
Create a business plan and assist in its implementation
Create budgets and cash flow projections
Recommend and assist in implementation of accounting system
Assist in identifying the best business entity option
Business valuation and improvement
Determine baseline valuation and value drivers
Perform a Business Diagnostic assessment and identify limiting factors
Collaborate with the owner and key staff on areas to be addressed per above
Provide a process, structure and accountability for making progress leading to improvements
Exit Planning
Collaborate with owners to establish their goals and timelines
Provide independent feedback and suggestions before finalizing plan
Provide a strategic framework that takes agreed-upon and reasonable goals and timelines and coordinate the process of achieving the goals within the timeframe
Begin the process of preparing for an internal or external sale or transition depending on which appears to be the best option
CFO Services
Review and adjust books, and prepare financial statements and management reports to actively manage and improve outcomes
Recruit, train and oversee internal accounting and bookkeeping staff who maintain basic books and daily routines
Act as an internal advisor and/or serve on the Board of Directors or Advisors
Provide financial analysis, develop budgets and projections, and design and implement tools to provide accountability for results, including incentive systems
Your Trusted Advisor
By providing CFO level service, along with business valuation and improvement services, and exit planning support, I look forward to making a big difference in the lives of those I serve.