Chief Financial Partner helps companies solve their most urgent needs
When selecting your consultant, why not hire someone who has been in your seat before? With so many consultants who have never worked “in house”, make the smart decision to partner with one who has built the team, implemented the plan and has delivered the results. Because practical experience and elbow grease trump frameworks and binders.
My decades of experience has come in progressively more senior finance and operations roles. This allows me to offer a hands-on approach and always delve into the details, no matter the complexity.
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Interim and Advisor Roles
With expertise in budgeting, cash flow forecasting, variance analysis and reporting, Chief Financial Partner will ensure you execute the plan and deliver your goals. This model works well for interim CFO roles or as an advisor and partner to your exiting CFO.
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Raise Debt or Equity
Prepare your financials and business case to deliver a compelling case to your prospective investors or lenders. Package it all into a killer presentation and target ideal investors based on current market trends.
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Refocus
If results have not met your expectations and you find yourself forced to turn your business around, Chief Financial Partner can help you build a credible plan to reduce cash burn and track daily cash balances. Rely on our experience to negotiate with banks and vendors to prioritize payment obligations.
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Acquisition Advisory
A well-planned acquisition can unlock tremendous value just as quickly as a poorly planned deal can destroy it. Whether you are participating in a competitive multi-bid auction or negotiating with a private party, Chief Financial Partner will execute you are at your very best.
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Prepare your Sale
You met your goals and executed your plan. As you plan the sale of your business, Chief Financial Partner can help you assess potential business combinations, populate your data room, anticipate synergies from specific combinations and pre-qualify buyers. Together, we can create a more competitive dynamic to maximize the value of your sale.
