Consulting Services Overview

CFO Selections:  Your Part-time, Interim, and Project-Based Financial Experts.

Today's small businesses face an ever-changing and increasingly difficult business environment. The multifaceted issues and constantly shifting business requirements are significantly more complex than those faced by business owners in the past.

Successfully growing and managing your small to medium sized business requires the same professional expertise as larger firms typically have available. Companies who do not have access to experienced guidance may find themselves left behind or facing unexpected consequences.

CFO Selections provides flexible and affordable expert guidance in:

  • Financial Strategy, Operations and Management
  • Business Tactics and Strategic Planning
  • Operational Development and Administration

Our professionals help you discover your businesses' potential by tackling the complex financial issues you face today.  

Listed below are just some of the customizable services we can offer you.  To discuss your specific needs with a CFO Selections' partner, please call or email us.

Start-up and Emerging Company Support

Setting up your company's financial processes correctly will save time and prevent headaches down the road. Let us help you set up your business right.

  • Financial discipline and controls that really work
  • Business plan creation and update
  • Mentors and training for financial staff
  • Appropriate procedures and processes

Business Modeling, Forecasting, Metrics and Analysis

How do you know if your business is on-track? Measure progress by making well-informed predictions and setting up analysis methods. We can help with planning, modeling and forecasting, and then measure the progress using metrics designed around your company's needs.

  • Business plan financial projections and forecasting
  • Budgets and tactical operations estimates
  • New business or product modeling
  • Financial model creation and sensitivity analysis
  • Business/Product modeling and analysis
  • Business metric development

Cash Management, Treasury, and Banking

Our financial experts can track where the money goes and help you manage the flow of cash.

  • Cash flow analysis
  • Establishment and/or review of banking relationships
  • Analysis of cash management, fees, and costs
  • Loan and credit line negotiation
  • Metrics and monitoring tools

Accounting Operations and Controls

Streamlining your company's processes can save you time and money. Our experts know how to refine procedures and help you better protect your company's assets.

  • Review and analysis of financial processes and practices
  • Internal controls
  • Credit policy, collections, and receivables management
  • Vendor policy, negotiations, and payables management
  • Liability and risk management strategies
  • Asset protection

Systems Implementation and Support

Implementing new tools and systems can be traumatic to your staff. Let CFO Selections' professionals smooth the way by providing leadership, expertise, and staff development.

  • Project management, support, and leadership
  • Business and systems needs assessments
  • Software evaluation and selection
  • Policy and procedure development and documentation
  • Implementation support and training

Acquisition, Sale, and Due Diligence Services

Buying a business or selling your own can be a complicated, time-consuming process that takes you away from your company's day-to-day business. Our executives have experience in evaluating companies for purchase and preparing companies for sale, providing guidance during every stage of the process.

  • Commercial due diligence and evaluation
  • Exit strategy development and support
  • Target identification
  • Pre-due diligence support
  • Deal structure and negotiations
  • Professional services referrals and network

Profit Improvement Planning and Restructuring

When your bottom line needs improvement, CFO Selections executives can provide an objective view of your company's needs and where changes can be made without jeopardizing your company's vision or values.

  • Cost analysis and reorganization support
  • Expense reduction programs
  • Vendor analysis and negotiations
  • Outsourcing analysis, planning and implementation
  • Alternative scenario modeling and sensitivity analysis