Strategy First Finance
Strategy First, Profits Follow!
Strategic CFO Services to Grow and Exit Your Business
Do you have an Accountant but not a Strategic Partner?
You're not alone. Or at least you don't have to be.
Your team looks backward instead of forward?
Accounting is important, but doesn't direct anything. Strategy aligns your desired outcome with your actions.
Your cash flow is unpredictable?
Our process delivers actions to improves ROI and cash flow. We then track that over time to ensure delivery.
You don't have a clear plan to growth?
We collaborate with you to define your "where to play" and "how to win" combination to grow your business. (Watch the first 60 seconds of this really long video)
You want to exit, but can't get the valuation you want?
Turning the ship is hard. We're there to help.
You budget, but don't deliver?
Planning is not strategy. (WATCH THIS)
Strategy is required for effective planning. Don't just plan. Strategize.
You miss forecast, often?
A forecast on a spreadsheet doesn't equal performance. We help you match the math to the reality. Delivering forecasts that reflect your actions.
Finance Leadership That Scales with You.
(Without the Full-Time Cost!)
We help founders scale profitably, and maximize their outcomes -- at a fraction of the cost.
CFO VP of Finance Director of Finance Sr. Financial Analyst
Director of Shared Services Controller
We have one goal in mind: your financial success.
Jeremy Lambertsen, CFO
By The Numbers
A few of the stats:
16
Exits and Acquisitions
7
Turnarounds
25+
Years Experience
The Strategy Behind Our Services
You need a strategic partner. Not a spreadsheet.
We start with strategy, understand your business and long-term objectives.
We break that down into near term targets: What are our hypothesis and how do we test those?
We do an annual budget.
We track that budget monthly and update with rolling-forecasts.
Strategy and FP&A from beginning to end.
Transparent pricing
Transparent pricing for our services allows businesses to assess their financial needs and make informed decisions.
Monthly Engagement Fee to Cover our Cost
Starting at
Expert financial guidance for businesses. Tailored strategies and dedicated support for optimal growth.
- Embedded Finance Team
- Comprehensive Financial Analysis
- Tailored Financial Strategies
- Monthly Reporting & Tracking
Value Participation -- We only profit if you do.
Success fee tied to
Align incentives to put your financial success first.
- Establish a Baseline
- Fee is a % of growth over baseline
- Results outlast the engagement
- Deliver significant value over cost
Clients and Companies
We bring real world experience from some of the best.
Big Company Expertise at Small Company Prices.
