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You have a goal, we can get you there. Our CFOs are experts in designing financial strategies that help your organization achieve growth and success.

Fill out your information below and one of our CFOs will contact you.

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CONTACT DETAILS

(801) 840-5800

7413 S Rich Way Provo, UT 84651

Financial Advisory Services

We offer comprehensive strategy and advisory for any member of your corporate team. Your biggest business decisions are dependent on financial information and projections, and our CFO consultants help your strategic players align business goals with financial information and analysis.

Whether you have a specific problem to solve or would like an ongoing consultative relationship, our high-level strategic CFO consulting services can help your organization achieve its goals.

Forecasts & Budgeting

Your company is driven by numbers. Having a strategic CFO consulting partner to help you understand these numbers and use them (combined with current economic trends) to help develop accurate forecasting and budgeting empowers your to make intelligent business decisions backed by financial data.

Our main objective is to help you grow your business in a strategic, sustainable way. We will work with you to set monthly and annual goals, specifically around sales and profitability, and use these goals to drive intelligent financial decisions.

Transaction/M&A Services

During transaction or merger and acquisition situations, it’s important for both the buying and selling company to have all the tools and reports needed to achieve a swift and thorough transaction.

Whether your exit strategy includes partial, public, entity or asset sale, we will help your company through every step of the process, including preliminary analysis and reporting, forecasting, stabilizing financial functions, advise key team members during the sales process, and prepare relevant documentation.

Capital Structure

What is the right combination of financing that will allow your company to thrive and flourish while taking into consideration risk assessment? Our financial experts will help you make the call. Our outsourced CFO team can also help with raising capital when it’s right for your financial strategy.

HOW CAN PREFERRED CFO ELEVATE YOUR FINANCIAL STRATEGY?

 

Let's Talk

How can we help? Fill out your information below and one of our CFOs will be in touch shortly
to answer your questions and discuss your business needs.

  • This field is for validation purposes and should be left unchanged.

  • Expert Fractional CFO Team
  • Consulting CFOs
  • Fractional Controllers
  • Bookkeepers On Staff
  • Fundraising Services
  • Operational Plans & Strategy

Elevate your financial strategy, accelerate growth, overcome challenges, and maximize resources with our outsourced fractional CFO team. We look forward to working with you!

 

Let's Talk

How can we help? Fill out your information below and one of our CFOs will be in touch shortly
to answer your questions and discuss your business needs.

  • This field is for validation purposes and should be left unchanged.

  • Expert Fractional CFO Team
  • Consulting CFOs
  • Fractional Controllers
  • Bookkeepers On Staff
  • Fundraising Services
  • Operational Plans & Strategy

Elevate your financial strategy, accelerate growth, overcome challenges, and maximize resources with our outsourced fractional CFO team. We look forward to working with you!