CFO consulting comes in many titles (Virtual CFO, Fractional CFO, Outsourced CFO). In the end CFO consulting is using a highly skilled strategic perspective to achieve the financial goals of an organization. From forecasting, debt management, and strategic expansion, a CFO Consultant can help you navigate the most complex issues while always maintaining an eye towards the future and profitable growth.

There are a variety of disciplines available to assist small business owners. A CPA might provide bookkeeping and tax services, which are traditionally compliance-centered. A financial advisor often assists individuals with their financial planning but may not be very involved in the success of the business itself. We combine the disciplines of a CPA, CFO and financial advisor, taking a strategic and forward-looking approach to increasing business value and profitability while also ensuring the owner of the business is meeting their personal goals.

While exit planning sounds final, the practice of exit planning is more than retiring from or selling a business. Exit planning, commonly referred to as succession planning, is the process of undertaking proactive planning with an eye towards to the future. All business owners eventually exit their businesses, whether by choice or not. It’s simply good business strategy to prepare for that moment now so that when the time arrives it is more likely to come on your terms.

As the owner of a privately-held company, your life and business are likely intertwined. Think of all the suppliers and clients that have become friends over the years or those community partnerships that were begun to promote your business but now mean so much to your legacy. We firmly believe that the best approach to planning is to take a truly holistic and integrated approach. We want to ensure that your life’s aspirations (lifestyle, retirement and legacy) are factored into your financial plan which in turn is largely dependent upon the cashflow and value of your business. If any of these three areas of your entrepreneurial life are out of balance, it puts your happiness and your success at risk.