CFO Advisory Services
Businesses that need help with budgeting, forecasting, securing funding, M&A, and strategic planning benefit from engaging Pinewood in a fractional CFO capacity to provide weekly, monthly, or project based support.
Top Reasons to Hire a CFO
You are growing quickly: Your product is taking hold in the marketplace, your customers keep calling, and the cash is coming in faster than you can count. As you spend more time on customer service and recruiting your team, you pay less and less attention to your operations, and your finances.
Related: How to Find the Perfect CFO
Your CFO will help take control of your finances, build controls to prevent losses, and help you understand how your business is performing each month.
You are raising capital: It’s time to prepare to raise capital from venture capital firms and private equity and you need outside help preparing your investor deck, financial model, and improving your operations. You want to obtain the best deal, from the best investors, as efficiently as possible.
Your CFO will prepare your financial model, investor deck, and prepare a list of the most likely investors to give you a confident strategy to efficiently raise capital from the right firms.
You are selling your company: One of the best times to engage a CFO is 12-24 months before you plan to sell your company. Successful M&A deals require deep and thoughtful financial analysis to present your business in an accurate and valuable manner to potential acquires.
Your CFO will help you enhance reporting, maximize EBITDA, set a target valuation, prepare your offering materials, and help you market your business to buyers, or work with investment bankers, to help you achieve a favorable outcome.
Other situations for a CFO: Even if you don’t have explosive growth or a pending financial transaction, a CFO can provide executive guidance, leadership, systems implementation, mentoring, coaching, and organizational development for closely-held businesses, private equity sponsors, non-profits, and government organizations.
CFO Advisory Services
Budgeting and forecasting
Mergers & Acquisitions
Securing equity capital and bank loans
Strategic planning and advisory