SERVICES WE CAN HELP YOU WITH
What we do
CFO Services
Solid financial ground to build on
Start
Grow
Extend the scope of your financial capabilities
Extend
Extend your financial capabilities into the organization to unlock growth. Partner with departmental functions to unlock savings and speed up progress.
Strategic Finance
Operations & Systems
Solidify processes and leverage your people
Solidify
Coordinating selection and implementation of business systems to support scaling your financial competencies
Why choose us?
We offer a variety of services to support your startup or small business
Valuation
Financial modeling support for your 409A valuation, including developing operating forecasts and coordinating with your 409A provider.
Ownership
Enable proper understanding of potential capital structure changes with cap table scenario analysis.
Fundraising
Pro forma modeling support for equity financing, negotiating debt arrangements.
Pricing
Map out product pricing strategies against volume scenarios amid competitive pressures and general market dynamics.
Strategy
Strategizing with management to quantify the longer-term strategy with financial and operational models to evaluate alternative future outcomes.
Business Operations
Partner with functions like operations and technology to analyze costs, renegotiate contracts, or aid planning of large projects such as reorganizations.
Communication
Building relationships with banks, lenders, and auditors; packaging proper communication to investors, boards, executives, and employees.
Flexible Pricing
We work with you to determine appropriate pricing for your specific project and needs. For short-term or one-off projects, we charge by the hour. For recurring or ongoing services we can set up a monthly or annual retainer structure.