CFO Partners: Services

CFO Partners provides highly professional controllers and other senior financial executives, on demand, to help your company achieve its objectives even when the workload outstrips capacity.

Our leaders become strategic members of your team, not another Quickbooks-Are-Us. We assist your company in structuring your accounting system for maximum flexibility and financial insight, so that financial statements help decision making. We develop sustainable process improvements and procedures. We provide audit support and preparation. We transform your finance organization so that nothing “slips through the cracks.” Our controllers run your finance function as if they were full time, focusing on cost control measures, profitability analysis, and extracting meaning from financial statements. We interface with your tax firm, law firm, auditors, and bankers to ensure that all filings and compliance requirements are met. CFO Partners can be trusted to run your finance function.

In addition, as previous investment bankers, investors, and board members, CFO Partners offers significant expertise and advice in the area of capital structure, capital acquisition, and M&A support. Our approach is unique. We don’t just make introductions. Instead, we provide a compelling written plan and presentation that communicates your value and positions your company for investment. We create demand for your equity.

Senior Financial Management

Fractional CFOs and Controllers
Financial Reporting and Metrics
Strategic Planning and Forecasting

Capital Structure Advisory

Business Plans, Market Analysis, and Business Model Assessment
M&A Advisory and Exit Strategy
Capital Acquisition Support and Funding Structure

Contract Negotiations

Accelerate Deal Closure
Line of Credit Negotiations
Contract Review