Trusted Advisors - When You Need Us
- Turned around an under-performing $275 million national construction company by streamlining its three core business units/divisions around a coherent strategic and operational strategy, Result: Restored business profitability by producing higher than market revenue gains, winning contracts, and building market share to deliver double-digit EBITDA growth.
- Transformed a poorly-performing publicly held financial services holding company by instituting organizational culture and values based upon a set of beliefs and strategy on which the plan and actions were executed. Result: Led the company through revenue growth of 48% by achieving increased profit margins and realizing a 5x increase in the company’s stock price.
- Reversed losses into profits, serving as a catalyst for growth and expansion of a struggling $40 million national systems integration company Plan: Identified under-performing service lines, implemented a restructuring strategy, and created a financial plan and analysis to monitor performance and progress.
- Venture Capital-funded software as a service company burning through all early-stage funding and running a negative cash flow operation. Plan/Result: Initiated a strategy to produce positive cash flow by monitoring cost structure and expanding sales and marketing strategy. Accomplished goals and produced a 35% compounded annual revenue growth rate over three years with a net profit margin of 14%
- Merger and acquisition skills developed over many years through performing and leading the structuring, negotiating, and closing of more than 15 transactions with an aggregate value in excess of $500 million. Result: Several transactions completed that included Stock Purchase Agreements, Asset Purchase Agreements, Bank and Loan Agreements, Common Stock Sale Agreement, and Management Buy-Agreement.
- Set high ethical standards with strong business acumen that project competence, credibility, loyalty, and trust to build and nurture relationships with shareholders. Plan: Meeting with Board of Directors, employees, customers, vendors, investment banks, private equity and venture capital funds, banking/lending institutions, and federal regulatory agencies, including SEC, DCAA, and GSA.
- Developed and executed the corporate strategy that had multiple facets, including securing and growing core operating business units, divesting and selling under-performing divisions and assets, aligning general and administrative operating costs, and attracting new investment dollars.
When does a company need CFO expertise?
What type of relationship does the CFO Advisory Group Advisor have with a company?
A CFO is key to a company's success or failure, and a strong bond between the CEO and CFO is key to a successful working relationship. A CFO advisor expects to become an integrated member of your executive leadership team and to operate in that capacity. It is also critical that the company is comfortable with the CFO advisor having access to its board, employees, customers, investors, or bankers to achieve optimal outcomes.
What type of services will CFO Advisory Group perform for our company?
The services provided depend on a company's specific needs. Advisors can act as strategic advisors, who work closely with company leaders on planning strategies and financial modeling while overseeing the work of others; hands-on experts, involved on the ground level and performing financial tasks and transactional support; and/or mentors, who transfer skills and knowledge. A CFO Advisory Group advisor may also serve as a board member or an officer of the company to support management.
Generally, it’s critical to have expert CFO services in place when a company is starting up, in a growth phase, seeking additional capital, or distressed. Companies can greatly benefit from the guidance of CFO experts who have the experience and know-how to achieve desired outcomes.