Services - Strategic CFO,Exit Planning,Advance M&A and Equity Capital

Many middle market business owners don't need a full time Chief Financial Officer (CFO) but do need a strong controller for compliance and reporting.

These same owners need Strategic CFO advice on a timely on demand basis.

My clients find value in a long term advisor who can address creating sales, margin, profits, cashflow and business value.

Our relationships range from weekly to monthly to annual meetings, as it best serves the client.

I have been involved in every aspect of planning and executing either a business acquisition or a sale. 

As a trained, certified and experienced advisor with experience in over 100 purchase or sale transactions.  I understand how to provide advance M&A preparation, due diligence for buyers and sellers, representation and deal structure. 

I can quarterback the process or fill the void between your CPA and your M&A team. If an offer is on the table I can represent you through the transaction at a significant cost savings.

 Whether you are seeking to acquire a company or prepare your company for sale.  Preparation is the key to finding the way to convey the value of your company,  and evaluate the true value of others. 

From startups to established businesses growth can demand working capital from additional equity or debt.

I have helped clients obtain equity capital as well as the optimal debt structure to match the unique capital needs of the company and the ownership's objectives.

I work to validate the correct amount of capital required and work with the team to source it from investors and banks at competitive terms.

Most CEO's and business owners do not come from the financial sector, therefore objective assessment of existing talent and providing the required training and skills development are not facets that they are comfortable with.

I have lead large finance departments and know how to coach and provide skill development to team members at every level.

In hiring over 200 staff members from entry level accounting clerks, to accountants, senior management, controllers and even CFOs during my career I have a developed a perceptive interview approach and strong records of placing the required talent.

Data room preparation for a sale should be started years before the sale, so you are not overwhelmed with document generation, location or assembly at the 11th hour.

Getting an early start can ensure that the questions are evaluated early enough to be able to defend the answers and demonstrate the full value of the company you have built over your lifetime. 

We offer a secure virtual data room with access for the buy and sell side to have documents loaded for the due diligence process.

  Over my career focused on every aspect of planning for business transitions including family or management/ employee succession.  

Experience in building a win-win management or family succession plan that is affordable, tax efficient and effective migration of control and equity interests has resulted in the concept of a win for all parties.

My career has allowed me to work with over 20 multi-generational families on succession plans as a legacy of stewardship. 

Exit planning starts with accessing the goals of the owner and their financial and mental readiness for the transition.