Temporary CFO

The Chief Financial Officer (CFO) is a key position in successful management teams. Many early stage and middle-market business owners need the expertise of a CFO to provide financial oversight and direction to their business but cannot justify one on a full-time basis.

Source Capital & Consulting offers a unique solution to this common problem by providing these services on a part-time, cost-effective basis. We serve as a partner to your management team by attending monthly management meetings and providing timely data to augment the decision making process.

Services include:

• Forecasting and break even analysis
• Financial and operational dashboards
• Cost accounting for manufacturing, construction, and retail industries
• Accounting, finance, and operational processes
• Strategic analysis
• Due diligence
• Performance based compensation planning
• Developing an exit strategy for the owner
• Structuring the business for that ultimate sale
• Assistance in negotiating mergers and spin-offs