We help you move beyond those scribbles on the back
of a cocktail napkin.

Strategic Planning

Portfolio Theory 101: Diversify

Divisional, Service Line, or Product Forecasting

We can craft a feasibility plan to help evaluate the ROI of organically launching and funding a business division, or service/product line versus acquiring or doing a joint venture or alliance to accomplish the same objectives. The CFO can help evaluate your company’s existing core business, staffing requirements, sales structure and plan, competitive landscape, etc. 

Leading Fortune 50 CEOs have advisors, so where is your coach?

Quarterly Planning/Advisory Role

We are often engaged by the CEO/Founder and senior team to help execute a strategic plan. The CFO plays an objective and advisory role to help shape, craft and update the plan on a quarterly basis. Additionally, the CFO helps adapt the plan to current and future business and marketplace conditions. We evaluate the Budget vs. Actual Performance, both from a qualitative and financial perspective.

Chief Therapy Officer.

Partner Buy-outs

We work with you to develop a term sheet for a buy-out arrangement that suits both business and individual needs. Along with your external accountant (CPA) and attorney we help facilitate the process from initial deal memo/term sheet stage through final transaction.

Honeymoons are fun. Now, get ready.

Partnership Term Sheets

Let us help you structure deal points, terms, conditions, and assist with your operating agreement parameters as you form a new partnership in concert with your attorney and CPA. 

What color is your parachute?

Merger & Acquisition Due Diligence

We can help evaluate potential targets or, in preparation for a sale, we can work
with a business broker or investment bank. In addition, the CFO can facilitate and handle the due diligence process, including working in conjunction with accountants, attorneys, and investment bankers.   

A test drive beyond the dealer’s parking lot is not a bad idea sometimes. 

Joint Ventures and Alliances

By helping you evaluate your company’s growth strategy, we can help determine
whether forming an alliance with one or many parties is the best approach to growing your business. We can help develop and evaluate the parameters that will allow for an objective process. In addition, we can facilitate a Letter of Intent (LOI) / Term Sheet that can help the transaction takeoff.  

Sweeping up behind the elephant isn’t pretty, but it must be done.

Turnarounds / Restructuring

If your company has expanded too fast, lost market-share, dropped a big client, tapped out the credit line, or is experiencing a temporary downturn we can assist you in objectively evaluating the best path forward.  Our team of financial professionals and vast business network is available to help you turnaround. 

A little debt can keep you sharp. Below your eyeballs, of course!!

Financing (banking, asset-based lending, purchase order financing, factoring)

Structured properly, debt can help your company grow, smooth out seasonal trends, support payroll, finance inventory, make capital improvements, and help buy out partners.  We can help your company evaluate financing options that will work best with your cash flow, business plan and overall operational structure.   Our business network can help you assess the appropriate debt for your business conditions. 

What do you mean we can’t meet payroll this week?

Best Practices for Budgeting, Sales Reporting, Cash Flow Management, Compensation, Equity Plans

Your company is growing up or scaling to the next level and things are getting complex. We can help establish guidelines, procedures and systems that will consider your company’s size in relation to its need for systems, processes and reporting requirements. Preparing a proper sales forecast, managing seasonal cash flow trends, or determining the size of the carrot for your VP of Sales is not always second nature.

It’s in a CFO’s DNA, so delegate it.

Best Practices and Key Negotiator for Client Agreements, Employee Hires, Vendor Partnerships

Chances are you will more appropriately price your service or product, more properly allocate resources, increase profits, and better protect your company if a CFO plays a key role in negotiating your deals. An outsourced CFO removes the emotion, is objective, and covers all angles.   

Focus on your customer or you won’t have one.

Best Practices for Structuring an Accounting Department, an Org Chart, an HR manual, a Sales Plan

Growth requires some structure, but not too much. How much accounting staff do you need? Who reports to whom? What about vacation days? How many sales reps do you really need?   Wait, why is the cost of sales going up over last year?  For these questions, and more, The A Team has been there, with sleeves rolled up. We deal with these common operational issues so you can breathe easier. We’ve been through the drill: we’ll help you navigate the path forward.