NextGen CFO bridges the gap between the Owner/CEO and accounting staff by performing financial functions that create value.
Business Plan.NextGen CFO leads you and your team through the process of developing a comprehensive business plan. This can serve as an operating budget or a long-term plan to create value.
Financial Projections.We facilitate the creation of a dynamic financial projection to determine future effects of current business decisions.
Timely/Reliable Reporting.We work with and coach your accounting staff to formulate processes and procedures to achieve timely, reliable and accurate reporting.
Performance Metrics.We assist in determining metrics to measure short-term and long-term performance.
Transaction Support.We provide experienced transaction support and leadership for your non-recurring business opportunities. Transactions may include the review or negotiation of business terms contained in pending contracts, real estate sales or leases, acquisition due diligence or any other business opportunities that you and your staff may not frequently encounter.
Financing.We assist in all phases of the capital raising/bank loan process, from identifying sources and preparing materials, to meetings and closing the deal.
Sounding Board for Owner.We provide “sounding board” advice from the perspective of a seasoned CFO to remain on track with your business plan and objectives.
Exit Strategy.We work with you as owner to evaluate exit strategy options, timing and how to factor this into your business plan.
