Fractional CFO & Financial Advisory

A seasoned CFO, for the days you need one.

The CEO cannot do it alone. Technology, product development, marketing and finance are too much for one person. A fractional CFO takes charge of your company's finances, so you and your team can concentrate on growing the business.

Email about CFO services

When companies call me

A sudden resignation, or an absence to cover at a critical time
You need an experienced CFO, but only part of the time
Growth is outpacing your finance team or your systems
A lender, investor or board wants better numbers, sooner
You are raising capital, or preparing for an acquisition or sale
The management team is incomplete or under-performing

What I deliver

13-week cash forecasts and cash management
Financial models, budgets and strategic plans
Financial reporting and internal controls
Pricing and business analysis
Business plans, lender and investor packages, and coaching for presentations
Advice on raising capital, mergers and acquisitions, valuations and business alliances

Financing I arrange

For closely held companies, and for divisions and subsidiaries of national firms, on a project-by-project basis.

Asset-based financing

Short, medium and long term

Borrowing secured by receivables, inventory and equipment, matched to how long you need the money.

Structured debt and revolving credit

Working capital

Credit facilities shaped to your cash cycle, so growth doesn't stall for lack of liquidity.

Private equity

Growth and ownership

Introductions to angel investors, venture capitalists, investment bankers and traditional bankers.

A network behind every engagement

I have strategic alliances with law firms that specialize in securities law, tax law and industrial revenue bond financing. I also have long-term relationships with partners at national CPA firms whose clients look to invest in closely held companies, and access to small and large brokerage firms and international investment banks.

I respect the relationships built over years among the people running a growing company, including silent partners. Your ideas, plans and strategies stay confidential from the first conversation to the close of a transaction.