Fractional accounting support is ideal for growing companies who need seasoned CFO and/or Controller services for financial and business challenges, yet lack the budget or need for full-time resources. The VertexCFO team oversees financial operations and develops key finance and accounting tools for owners – including cash flow forecasting reports, financial forecast models, tax compliance support, performance reports, investment risk and opportunity analyses, and more. Our solid, easily-digestible monthly financial reports give business owners the detailed information they need to run their business and confidently present to their board of directors and potential investors. Our fractional CFOs and Controllers are also experienced working in a mentoring role to in-house accounting teams to prepare them for company evolution.
Capital alternatives are plentiful but choosing the wrong method can have serious ramifications for your business. VertexCFO will be an integral part of your senior leadership team, getting your finances in order, reviewing your company’s specific needs and helping you determine the best sources of capital funding – which could include private equity financing, debt financing, corporate restructuring, venture capital, angel funding or other capital-raise sources. We serve on your senior leadership team to strategize around capital raise and present financials in your conversations with potential investors.
Buying or selling a business is a daunting and complex process, and VertexCFO will shepherd the deal from start to finish, providing the general oversight and coordination owners need for a successful closing. We recognize that your team needs to focus on day-to-day business operations essential for the business’s continued progression. For owners who are buying or selling, we drive the due diligence process, work with M&A teams (attorneys, tax accountants, bankers, buyers and target companies), carefully examine tax structures and deal terms, identify and resolve potential snags in those terms and assure a successful outcome, both financially and culturally.