earn money for reviewing products
planning is at the heart of any enterprise’s
success or failure, and our cfos bring a
key ingredient to this process. that
unique ingredient can be summed up as experience and
rational exuberance; our leaders offer an experience
base from which to draw sound judgments.
financial professionals at cfo partners offer a sounding
board backed by observing and participating in literally
hundreds of business models. this becomes
critical when companies need fresh ideas as they experience
change. we have seen what works and what
does not, and can reshape your strategic plan to withstand
scrutiny - scrutiny from lenders, board members, venture
capitalists, acquirers, and other stakeholders.
this advice can dramatically increase the company’s
credibility and reduce risk by applying capital efficiently.
cfo partners helps develop a detailed
strategic financial plan. we create a financial reporting
dashboard that illustrates performance in key areas such as
cash flow, capital structure and profitability -
information your leaders must have in order to make
sound financial decisions. our
controllers and cfos are expert at creating pro forma
financial statements based on real-world assumptions.
these spreadsheets become a living planning and
scenario-building toolset that can be used to make strategic
decisions.
how does cfo partners make a
difference? we ask questions and formulate our ideas only after a significant
difference? we ask questions and formulate our ideas only after a significant
knowledge transfer. the end result is not
just a financial model, but a collective strategic plan that
entails entry strategy, pricing strategy, distribution
strategy, acquisition strategy, funding strategy, market
segmentation, market focus, competitive threats,
opportunities, and risks, culminating in a comprehensive growth
plan. each strategic decision has
significant financial implications. in
most cases, a thoughtful circumspection and rethinking can
make a huge difference in timing and return on equity.
cfo partners can help consider “all the angles.”
at what time does significant investment payoff in a
market window of opportunity, taking into consideration the
current stage of company development?
what are the tradeoffs between investment in market
dominance, near-term profitability, and future valuation?
what is the best and most efficient way to fund
growth? what level of investment in r&d
and sales and marketing is typical for the current stage of
company life cycle? what scenarios
company life cycle? what scenarios
warrant higher or lesser investment given the competitive
environment and market opportunity? is
ipo feasible?
we seek to help our clients answer
these critical questions.
cfo partners can assist with:
- annual budget
- variance analysis
- scenario planning
- cash planning and
cash flow projections
- international
expansion
- growth strategy
- pricing strategy
- cost reduction
- competitive analysis
- financial studies
- ipo feasibility
- divestiture feasibility
- exit feasibility
- market comparison studies


- fractional cfos and controllers
- financial reporting and metrics
- strategic planning and forecasting
- business plans, market analysis, and business model assessment
- m&a advisory and exit strategy
- capital acquisition support and funding structure
- accelerate deal closure
- line of credit negotiations
- contract review