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Fractional CFO

You will not always need a full-time Chief Financial Officer (CFO). Our team is prepared to advise you on a long-term, part-time, or project basis.  Outsourcing a controller or CFO is a great way to see what tasks they do and understand the value they bring to your business.

An interim CFO will work with you to understand your goals and current frustrations. We come alongside to support your accounting team to ensure strategic processes are put in place and improve accounting operations as a whole. Whether you want to sell, buy, or merge your business our team works with you to ensure a successful outcome.

What can a CFO do for your company?

    • Optimize cash management
    • Avoid financial mistakes
    • Improve visibility to financial analytics and convert it into actionable information
    • Build credibility with your bank and investors
    • Increase the value of your company
    • Streamline your accounting
    • Vendor management
    • Fraud protection
    • Build a budget that allows you to scale your company
    • Organize and close your bookkeeping records
    • Prepare your company for a sale

We’ll help you come up with strategies for maximizing your exit:

1. Getting you ready to sell your business
2. Optimize your sales price
3. Getting your financials prepared to ensure you are ready for anything!

Value/Profit Enhancement

By gathering internal data, understanding industry trends, and through benchmarking a CFO can help find new opportunities to increase the value of your business. They’ll work with your team to implement new strategies including sales/pricing strategies,  removing unprofitable products/services, reviewing vendor negotiations, and more.

External Benchmarking

Doing an external comparison of your company with market leaders can identify valuable solutions to increase your profitability. By analyzing competitor financial practices, marketing, and sales activities, risk, performance, research and development practices, etc. your CFO can lead your team in implementing efficient business model changes. Having access to this data gives greater clarity when setting your business performance targets. You’ll be able to save time in knowing what next steps to take by using the information to drive team decision making.

Should your firm hire a fractional CFO?

A fractional CFO is typically onboarded when you find there are frustrations that the current accounting team does not either have the bandwidth to service or the skillset to tackle.

Regardless if there is an in-house CFO or not, a fractional CFO will collaborate with the team to complete specific projects such as cash flow issues or take on the lead in guiding a due diligence audit.

By creating customized financial forecasts and preparing budgets, a fractional CFO will help your company analyze potential future products, services, and markets.

If you are ready to take your business to the next level, a fractional CFO will support you by ensuring you not only have the right systems/vendors in place but also have the financial capital you need to scale.

CAPATA has supported business owners for over thirty years and is experienced in various industries from the restaurant, real estate, rehab/ addiction treatment, entertainment, law, healthcare, and more.

Contact us for more information on how we can best support you today.