Our mission at Focus CFO is to help entrepreneurial business owners build sustainable, transferrable value in their business. Our team is made up of individuals with 20+ years of working in businesses as senior financial executives. We embed them into your organization to work side by side with your team, to bring financial clarity, operational efficiency, and help define the path to reach your goals.
Services
1. Operational Financial Management
Our team will work with your existing bookkeeper and/or controller to develop best-in-class operating procedures around month-end closing, monthly financial reporting and analysis, cash flow forecasting, and forward-looking budgeting and planning.
2. Strategic Financial Planning
Do you have the capital required to reach your goals, if not how and where can we obtain it? Our CFO’s are experts in financial management and planning. We will work with your management team to create and manage a forward-looking financial plan which matches your goals and objectives. Our team can help you build sustainable, transferrable value to provide peace of mind and create options as you consider how to exit the business.
3. Exit and Succession Planning
We provide proactive and strategic guidance at each stage, for each transaction. Services include benchmarking, business structuring, M&A advisory, exit planning and business valuations.
Forum Presentation Topics
- Cash Flow – the lifeblood of any business is its ability to generate cash. How are you monitoring your cash? My Income statement says I’m making money, but I never have any cash in the bank, why? Let us help you with these and other questions you may have around your cash flow.
- Business Valuation Benchmarking – what is my business worth? DO I need to pay someone to understand the value of my business? How do outsiders value a business? What is EBITDA anyway? I’ve heard of these Multiplies people receive when selling their business, where do I find mine?
- Business Succession options – I am ready to exit my business, what are the options. Who can help me understand them? Who should I contact to help me sell my business?
- Business Risk – I have insurance for my building, auto’s, liability, and D&O insurance. What other risks should I be concerned about; how do I protect my business?
- Banking – I can’t get my bank to loan me any money, why? What does a bank look at when they decide to
loan money? My bank gave me covenants to my loan, huh?
Contacts
