GENERAL OVERVIEW
After acquiring a business, your financial needs evolve quickly. Our Fractional CFO service gives you a seasoned financial executive — on your terms — to lead financial strategy, oversee cash flows and risks, and promote growth and long-term financial success.
Whether you're managing your first acquisition or adding to a growing portfolio, having expert financial oversight from Day 1 is critical. We handle the complexity so you can focus on running your business, from transition planning and software migration to ongoing financial reporting and strategic advisory.
This is not a one-size-fits-all engagement. We tailor the scope of our Fractional CFO service to your specific needs, whether that's standing up financial operations from scratch, restructuring reporting, or serving as a strategic partner to guide long-term growth decisions.
WHAT YOU'LL RECEIVE
Financial Strategy
We develop and execute a financial strategy aligned with your objectives as the new owner, focusing on growth, cost control, and profitability. This includes Day 1 purchase price allocation and a transition plan to move from the seller's accounting software to yours.
Financial Reporting
We review and present regular financial reports and analysis to you and your management team, offering actionable insights and recommendations. We also review annual budgets and financial forecasts to guide decision-making and track your progress against targets.
Cash Flow Management
We monitor and manage cash flow to ensure your business maintains appropriate liquidity and can support its operational needs. We also assist in managing and optimizing your company's debt and equity structure to keep your balance sheet healthy.
Risk Management
We identify financial risks and implement targeted strategies to mitigate them, safeguarding your company's financial stability. We also identify cost-saving opportunities and enhance financial systems and processes to improve operational efficiency and reporting accuracy.
EVERYTHING INCLUDED
- Purchase price allocation for Day 1 accounting
- Transition plan development, including migration from seller's accounting software to buyer's
- Review and setup of financial systems and processes to streamline operations and improve reporting accuracy
- Financial strategy development and execution aligned with owner's objectives
- Annual budget review and financial forecasting to guide decision-making
- Cash flow monitoring and management to ensure liquidity and support operational needs
- Regular financial reporting and analysis with insights and recommendations
- Financial risk identification and mitigation strategy implementation
- Cost optimization: identifying savings opportunities and improving operational efficiency
- Debt and equity structure management and optimization
- Strategic financial advice on investment decisions and capital allocation
- Team leadership: guidance to the finance team, or support in recruiting and training financial staff
- Ongoing access to your Fractional CFO via phone, chat, and email