INTERIM and Fractional CFO & Value Growth Advisory

Illuminate Your Business.

Our mission is to significantly grow the profitability, cash flow, and value of your business. We illuminate the growth opportunities and the controllable risks of your business that are the most impactful. We can drive your vision to retain and grow the business, and to sell the business in the future at maximum value. We will be your dedicated interim or fractional CFO and Value Growth Advisor that delivers an extraordinary return on investment, and at an affordable cost that is a fraction of the cost of a full-time CFO.

How We Provide Value Growth

There are six value growth engines that we can design, build, and operate for your business.

Build Business Infrastructure

Accounting and financial reporting
Budgeting, forecasting and modeling
Data analytics and business intelligence
KPIs and business metrics
Business enabling functions

Create Financial
Strength

Working capital and cash flow
Bank and debt financing
Mezzanine and equity investors
Insurance coverages and risk mitigation
Intellectual property protection

Scale & Grow
Profitably

Customers – pricing, segmentation
Sales team performance
Suppliers – costing, supply chain
Contract management – customers, suppliers
Organic vs. acquisition growth

Achieve Operational Excellence

Business operating system and rythym
Project management and action plans
Expense budgets and cost discipline
Incentive compensation programs
Risk and compliance processes

Maximize Company
Value

Long term strategic and financial planning
Acquisitions and joint ventures
Intangible assets – customers, employees, processes
Build vs. Buy vs. Lease analysis
Tax planning and structuring

Exit or Transition
Owners

Business readiness and attractiveness assessments
Wealth gap, profit gap, value gap
Quality of earnings and business range of value
Professional advisor team coordination
Post-exit business transition

Built on 30 Years of U.S. & Global Business Experience

James Halsey, CPA. Chief Financial Officer and former Deloitte Partner with 30 years of experience in the U.S. and globally across a broad range of industries. Trusted business advisor to owners, CEOs, executive leadership teams, and boards of directors. Executive leadership team member responsible for building and leading high-performance teams, connecting business enabling functions, improving business processes, transforming financial technologies, implementing business intelligence and analytics, and increasing the velocity and magnitude of value creation from decisions driven by key business insights. Member of the American Institute of CPAs, Ohio Society of CPAs.

what makes us different

The Values That Drive Us

Every business is a unique combination of people, processes, and technologies. We believe in improving people’s skills and capabilities, developing efficient and effectives processes, and leveraging technology to drive productivity. We will create financial and operational visibility into the business, grow the profitability and cash flows of the business, and maximize the value of the business.

Integrity

We value integrity and ethical leadership above all else.

People

People are the most valuable asset to business and society.

Growth

Growth is the energy that drives opportunity and prosperity.

Innovation

Productivity and efficiency are created from innovation.

Contact Us

Questions about how a fractional CFO and Value Growth Advisor can help you reach your business goals and financial freedom? Let’s talk.