Services
We pride ourselves in providing responsive, customized end to end finance support for your business
A CFO When You Need One
Whether it is reviewing the accounting financial close for completion, interpreting financial statements, charting a path to profitability, managing burn, developing and managing KPIs, developing growth targets
An Excel and G-Sheet Guru at you Service
Ready for that first budget model or need an advance IRR analysis? Prefer Excel or Google? We can build within either platform. With the ability to customize to your business’ specific needs and KPIs we can create an evergreen option that requires little maintenance.
Time to Fundraise or Exit?
Forecasted financial statements, pitch deck preparation, M&A due diligence, valuations, synergy analysis
Support While Restructuring or Filling a Role?
Need a ‘pinch hitter’ to come in and support ongoing finance functions while searching for a backfill? Going through a restructure and looking to redevelop the FP&A function of your business? Let us help! With a deep understanding of several financial software platforms as well as being involved in several restructuring efforts, you need someone that can hit the ground running to support an existing team.
Tired of Excel and G-Sheets? There are other options!
There are several options to develop a financial model outside of excel.
Time to Fundraise or Exit?
Forecasted financial statements, pitch deck preparation, M&A due diligence, valuations, synergy analysis
Strategic Finance
A CFO when you need one
- Financial Planning and Forecasting: Analyze financial data and market trends to develop budgets, financial forecasts, and long-term strategic plans. Collaborate with different departments to gather relevant information and ensure alignment with organizational goals.
- Financial Analysis: Conduct detailed financial analysis to assess the financial health and performance of the company. Analyzing financial statements, key performance indicators (KPIs), and conducting profitability and cost analysis to identify areas for improvement and make recommendations.
- Investment Analysis and Capital Budgeting: Evaluate potential investment opportunities and assess their financial viability. This includes analyzing the return on investment (ROI), conducting risk assessments, and presenting financial models to support investment decision-making.
- Financial Reporting: Prepare and present financial reports, dashboards, and presentations for management, board members, and stakeholders. i.e. financial statements, variance analysis, key financial metrics, and insights into the company’s financial performance.
- Expense review and management (for cost savings/ opportunity), developing preferred vendors/ partners list. Fully exhaust the ability to leverage scale to partner with vendors and attain discounted pricing or revenue sharing opportunities.
- Cash Management/ Cash Burn/ Runway calculations: Analyze and scenario build cash deployment and sustainability of operations.
Financial Modeling
A sound financial model provides clarity and a roadmap for an organization to follow
- Financial Statement Models: These models project the future financial performance of a company by forecasting its income statement, balance sheet, and cash flow statement. Financial statement models often incorporate historical data, assumptions, and drivers to estimate future financial outcomes.
- Valuation Models: Valuation models are used to determine the intrinsic value of a company, an asset, or an investment opportunity. These models can include discounted cash flow (DCF) models, comparable company analysis, and other valuation techniques to assess the worth of an entity.
- Budgeting and Forecasting Models: These models assist in developing budgets and financial forecasts by incorporating revenue projections, expense budgets, and other relevant financial variables. They help organizations set financial goals and monitor performance against those targets.
- Investment and Project Models: These models are used to evaluate the financial viability of potential investments or projects. They assess cash flows, return on investment, net present value (NPV), internal rate of return (IRR), and other financial metrics to determine the profitability and feasibility of investment opportunities.
- Sensitivity and Scenario Models: Sensitivity and scenario models analyze the impact of different variables and scenarios on financial outcomes. They allow for sensitivity analysis to test the effects of changing assumptions and scenarios to understand the range of possible outcomes.
- Pricing Models: Pricing models are used to determine the optimal pricing strategy for products or services. They consider factors such as production costs, market demand, competition, and desired profit margins to set pricing levels that maximize revenue and profitability.
- Merger and Acquisition (M&A) Models: M&A models are utilized during the due diligence process to evaluate the financial impact of potential mergers, acquisitions, or divestitures. These models assess the synergies, financial benefits, and risks associated with the transaction.
- Financial Reporting: Prepare and present financial reports, dashboards, and presentations for management, board members, and stakeholders. i.e. financial statements, variance analysis, key financial metrics, and insights into the company’s financial performance.
Investor & Board Support
Let us help communicate you financial performance
- Stakeholder Communication: Communicate and present financial analysis, modeling results, and recommendations to key stakeholders, including senior management, executives, and the board of directors. Provide clear and concise financial information to support decision-making and gain approval for the proposed transactions.
- Due Diligence: Collaborate in the due diligence process, which involves conducting a detailed examination of the target company’s financial, legal, operational, and commercial aspects. Work closely with cross-functional teams to identify risks, evaluate synergies, and assess the impact of the transaction on the organization’s financials.
- Pitch Deck Preparation: Assist in preparing financial slides for an investor pitch deck or collateral for a raise.
- Board and Investor Reporting: Effective communication of financial results via concise charts and tables to investors and board members instills trust and keeps the founder / investor relationship strong and open.