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“When we own portions of outstanding businesses with outstanding management, our favorite holding period is forever.”

Warren Buffet

Berkshire Hathaway

2nd richest man in the United States

CFO Advisory Services

Hiring a CFO doesn’t have to break the bank. Our CFOs and Controllers work in-house to dramatically improve your financial performance –without becoming a full-time employee. This allows you to benefit from the expertise of a highly experienced Chief Financial Officer.

The CFO Program

The Fractional CFO is a results-oriented collaboration model designed to meet your financial objectives. Our CFOs work seamlessly with you while getting their elbows deep in processes and procedures to make your business more profitable.

In this fast-paced economy, Business Owners that drive fast growth companies or struggle to keep up rarely have time to use their financial skills effectively. Thus, managing the financial aspects of the business can prove overwhelming. Our CFO program alleviates these stresses by offering the following services:

  • Accurate and timely monthly financial reporting
  • Cash management/Cash Flow Analysis
  • Highlighting performance metrics via  “dashboards”
  • Detailed budgets and forecasts

The Cornerstone CFO program is designed for small to midsize businesses that are ready to enhance the financial aspect of their business.  Your CFO will help you develop strategies and action plans to generate more profits and curb unnecessary spending.

Your financial success in the long-term is dependent on the direction of your current financial steps. Therefore, your Cornerstone CFO will help you develop strategic plans that put you on the right track using rigorous financial modeling and performance analysis tools.  The program includes a strategic financial development plan and strategy sessions to improve your financial performance.

Setting the Stage for Financial Success

Prior to starting the program, participants will complete a needs assessment report to help the CFO better understand the business’ financial position. From this, the CFO will then develop a customized agenda for the meetings and guide discussions to address challenges and opportunities.   

Strategic Planning

Your financial success in the long-term is dependent on the direction of your current financial steps. Therefore, your Cornerstone CFO will help you develop strategic plans that put you on the right track using rigorous financial modeling and performance analysis tools.

Raising Capital

Your CFO advisor will help you understand your working capital requirements and identify options to raise capital if necessary.  The capital raise can include debt, private equity, or a combination of both.  In addition to helping you raise capital, we’ll help you manage the reporting process required by your lenders and/or investors.

Business Valuations

There are many situations in which a business owner and their advisors may need an estimate of what a business is worth (and why) as well as the opportunities that may exist to increase the value. When trying to make informed decisions regarding operational improvements, capital investments, or exit strategies, it is critical for an owner to understand the factors driving the value of their business and how it compares to others in the same industry.   Our Touchstone Value Analysis offers business owners and advisors a valuable and cost effective tool for business assessment and planning. 

Transaction Support & Exit Planning

Cornerstone offers advisory support for mergers and acquisitions (M&A) including company or division sales, sales of assets in Chapter 11 Bankruptcy, recapitalizations / workout plans, and acquisitions for growth companies.  Your CFO Advisor will not only guide you through the buy / sell process, but also help you throughout the transition.