STRATEGIC CFO CONSULTING

Our experienced CFO consultants empower you to make business decisions backed by financial data.

SHORT- AND LONG-TERM FINANCIAL STRATEGY

Advanced financial strategy and CFO consulting is our specialty. Our expert CFO cconsultants have decades of experience helping businesses of all industries and sizes make informed strategic financial decisions, resolve challenges, optimize systems, prepare for growth, advise on mergers and acquisitions,  raise capital, and more.

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 long-term financial strategy.

Whether you have a specific problem to solve, a goal you’re looking to achieve, 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 consultant as a partner in your financial strategy can help you understand these numbers and use them (and current economic trends) to help develop accurate forecasting and budgeting. This 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 and use these goals to drive intelligent financial decisions.

Our CFO consultants have prepared hundreds of long- and short-term financial forecasts for clients. These forecasts help create detailed plans for achieving growth and development goals with the least amount of financial waste. These forecasts are an invaluable tool in driving budgeting and developmental decisions.

If your organization is currently suffering from cash flow issues or is simply interested in optimizing costs, our consulting CFOs can help. We’re experienced in dozens of industries and will use that deep industry experience to benchmark your existing financial trends and look for places where your financial activities can be optimized. 

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, our financial consultants will help your company through every step of the process. This includes preliminary analysis and reporting, forecasting, stabilizing financial functions, advising key team members during the sales process, preparing 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 consultants can also help with raising capital when it’s right for your financial strategy.

HOW CAN PREFERRED CFO ELEVATE YOUR FINANCIAL STRATEGY?

 

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  • 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!