Your Fractional CFO
Keep your business moving forward using a skilled CFO with over 30 years of corporate finance experience.
Bank and Credit Management
Bank facility negotiation and extensions, covenant reporting and wrangling other creditors
Accounting Oversight and Cleanup
Manage reporting; month end closings; and cleaning up messy books
Compliance and Governance
Manage annual audits, tax filings, regulatory requirements
Budget And Planning
Annual Budgets and Capital Spending Plans
Fundraising Support
Investor decks, cap tables, investor waterfalls, and data rooms
Complex Financial Models
Merger and LBO models, multi-year cash flow models, public company accretion/dilution models, project finance and tax structures
Cash Flow Management
and Treasury
Short term cash and working capital management, 13 week cash models, and supplier credit
KPIs and Dashboards
Industry-specific KPIs and board/CEO dashboards
More Complex Financial Models
Petrochemical plants, Oil & Gas E&P companies, energy transition, consumer finance tranches