Business Wellness
Once your business has a firm financial foundation, your fractional CFO will work with you and your team to improve the financial and operational wellness of your business. While the foundation primarily focuses on the present and past, wellness involves shifting our focus to preparing for the future.
We do this by building a comprehensive financial model of your business – a “dashboard” showing key financial and non-financial drivers, capturing a complete view of how your business operates, where it makes money and where it does not. The financial model helps you and your team identify and use key performance indexes and operating metrics to assess the financial and operational wellness of your business and make decisions on how and where to make improvements.
Our Wellness Services include the following:
Budgeting and Forecasting
• Annual budgets and monthly variance reviews
• Financial modeling and comprehensive business forecasting
• Financial analysis and the FP&A function
Business Operations
• Metrics, KPIs, Scorecards and Dashboards
• Revenue forecasting
• Cost analysis and pricing reviews
• Profitability and margin analysis by business unit, product line, sales channel and customer
• Contribution and breakeven analysis
External Capital
• Analyze capital structure (debt/equity)
• Review debt and equity agreements
• Understand growth capital needs and potential constraints
Coordination with Key Wellness Advisers
• Benefit insurance brokers
• Commercial insurance brokers
• Business attorney
• Bankers
• Board of directors
Interested in learning more?
To learn more about how our Fractional CFO Services can help your business, please contact us to arrange a no-obligation introductory meeting.