Business Financial Advisor

Business Financial Advisor

Fractional CFO has extensive experience in business accounting and finance strategies. As your financial advisor, we can design and implement solutions for any of the following:

  • Integrated income statement, balance sheet and cash flow forecasts and pro-formas
  • Determination of valuation for internal use
  • Determination of optimal capital structure
  • Preparation of packages for investors / lenders / buyers
  • Assistance with sourcing bank loans, specialty loans or leasing programs
  • Identification of equity for expansion or to provide liquidity for shareholders
  • Development of tactical and strategic plans and drafting business plans
  • Development of acquisition strategy and identification of acquisition targets
  • Due diligence and deal negotiation
  • Preparation of monthly, quarterly and annual financial statements
  • Analysis and explanation of financial statement trends and variance to budget / forecast
  • Creation and presentation of customized reporting packages
  • Management of junior accounting and finance team
  • Identification of junior accounting and finance candidates
  • Selection and implementation of accounting software
  • Guidance on establishing and/or assessing banking relationships