Fractional Controllers

1. Financial Oversight:

   • Review and manage financial records and transactions to ensure accuracy and integrity.

   • Supervise bookkeeping and accounting functions.

2. Month-End and Year-End Close:

   • Reconcile accounts, prepare adjusting journal entries, and generate accurate financial reports.

   • Ensure timely closure of accounting periods.

3. Budgeting and Forecasting:

   • Develop and manage budgets aligned with business goals.

   • Provide financial forecasts to support strategic decision-making.

4. Cash Flow Management:
   • Monitor and optimize cash flow to maintain operational stability.
   • Implement strategies to improve working capital management.
5. Compliance and Regulatory Reporting:
   • Ensure compliance with tax regulations, GAAP, and other financial standards.
   • Prepare and file required financial documents, such as sales tax returns or regulatory reports.
6. Financial Reporting:
   • Generate key financial statements, including income statements, balance sheets, and cash flow statements.
   • Provide insights and analysis to help business owners understand financial performance.
7. Internal Controls and Processes:
   • Establish and maintain robust internal controls to prevent fraud and errors.
   • Streamline financial processes for efficiency.
8. Audit Preparation:
   • Prepare documentation and records for external audits.
   • Act as a liaison between the business and auditors.
9. Cost Management:
   • Identify opportunities to reduce expenses and increase profitability.
   • Analyze cost structures to recommend improvements.
10. Support for Strategic Decisions:
    • Assist in evaluating investment opportunities, financing options, or expansions.
    • Provide financial insights to support long-term planning.
11. Software and System Implementation:
    • Recommend and implement accounting or ERP software to improve financial operations.
    • Train staff on best practices for using financial systems.
12. Project-Based Work:
    • Support specific initiatives like mergers, acquisitions, or business restructuring.
    • Provide expertise during periods of rapid growth or transition.

 

Merger & Acquisition Adviser

1. Business Assessment: Support owner to evaluate readiness, financial health, and market position.
2. Valuation: Work with valuers to determine the business's worth using industry-standard methods.
3. Buyer/Seller Identification: Identify and approach potential buyers or acquisition targets confidentially.
4. Negotiation: Negotiate commercial terms and draft the LOI.
5. Due Diligence: Manage data sharing, mitigate risks, and address potential deal-breakers.
6. Financing Support: Assist in securing funding and recommend optimal financing strategies.
7. Coordination: Act as a central contact point to streamline communication among all parties.
8. Closing the Deal: Oversee documentation, finalize negotiations, and ensure ownership transfer.
9. Post-Deal Transition: Support integration, performance monitoring, and ongoing compliance.
10. Maximizing Value: Align the transaction with business goals, ensuring smooth execution and risk minimization.