Core Value Creation Services
Our ability to help you grow your business is built on knowing where you are with your company and what you want out of your
entrepreneurial experience. Every business and business owner are unique with their own unique goals. We strive during this time of
relationship building to gain a mutual understanding of how The Small Business CFO™ can be of the greatest value to your efforts.
After reaching conceptual agreement with you during our initial conversations, we will prepare a value proposal outlining our objectives,
the value to your enterprise, the metrics by which we will mutually evaluate success, our mutual accountabilities and the terms under which
we will move forward together. Our fee structures are value-based and objective-oriented. A fixed price simplifies calculating your ROI and
also frees us both up from "watching the clock".
We will use a variety of tools and methods gleaned from years of experience in small business finance to meet the mutually agreed-upon objectives.
Depending on the scope of the engagement, the implementation can take weeks or months. Each situation is unique, but one thing is always constant –
the focus on the desired results.
Our goal is to foster a long-term, mutually beneficial relationship with your company. We are confident that our results will have demonstrated our
value, and you will see our longer-term value to your company with our continued involvement. Our services are available on an ongoing basis, on
retainer or for specific projects. The Small Business CFO™ is just that, your small business' Chief Financial Officer!
A Sample of How We Can Help
- Strategic and tactical planning
- Business plan ideation
- Capital allocation
- Lease v. buy
- Revenue model analysis
- Revenue cycle analytics
- Margins & Profitability
- Key Performance Indicators
- Product mix/customer mix
- Financing packages
- Acquisitions & dispositions
- Retained advisory
- Outsourced bookkeeping
- Investor/lender reporting
- Risk management