Fractional CFO Net

Fractional CFO provides strategic and financial leadership to privately held companies on a long term, part time or project basis. The California based firm performs chief financial officer duties for business owners facing challenges such as optimizing cash flow, maximizing profitability, accelerating growth and planning an exit strategy. It describes its team as comprised of MBAs, CPAs, CFAs and PhDs, each with more than two decades of experience as business, financial and consulting managers. Engagements begin by listening to the owner's goals, aspirations, challenges and frustrations, after which the firm collaborates with existing staff to develop prioritized solutions implemented at a pace the client is comfortable with operationally and financially. Advisory services include integrated income statement, balance sheet and cash flow forecasting, valuation for internal use, capital structure analysis, preparation of packages for investors, lenders and buyers, assistance sourcing bank and specialty loans, acquisition strategy, due diligence and deal negotiation, monthly, quarterly and annual financial statement preparation, variance analysis and customized reporting. The firm also offers pricing and profitability analytics, assessing margins at the product, service, customer, market segment, branch and region level, plus business intelligence and exit planning. Its stated aim is to act as a long term CFO partner and trusted advisor, customizing its approach to each business rather than applying a one size fits all model.