We provide professional, institutional level guidance to help you generate more cashflow and grow. Our processes have been honed from +15 years of working in private equity and at +25 companies. Here's how we can help you:
Lack of access to top-level financial management and FP&A expertise
Small and medium-sized businesses can grow, increase in value, and move ahead of their competition through superior financial management. NextGen CFO provides owners access to this level of financial management.
Underperforming in-house financial staff
Though typically adept at day-to-day bookkeeping and processing common transactions, financial staff may not be trained in financial analysis, business planning, and managing company capital. With coaching and direction, we can help your company’s finance and accounting team can grow professionally and perform at a higher level.
Lack of a plan for the creation of value
Most owners never develop plans for increasing the value of their businesses. We analyze businesses and identify opportunities to create value. Our professionals also identify the steps required to take advantage of those opportunities and lay them out in a business plan.
Feeling distracted from critical revenue-generating activities
We handle the financial management function, allowing owners to focus on growing sales and developing long-term strategies.
Inexperience working with investors
Given our background in private equity, we can assist when deciding to bring in investment capital, and then help keep investors informed and updated on company performance.
Growth & planning
Key components of effective planning include the appropriate level of owner involvement, detailed support, realism, functional area buy-in, and accountability. A good plan should be timed by month, include a cash flow statement, and a set of annual projections for a 3-5 year period. We can help you develop and improve your planning and budgeting process.
Small and medium-sized businesses can grow, increase in value, and move ahead of their competition through superior financial management. NextGen CFO provides owners access to this level of financial management.
Underperforming in-house financial staff
Though typically adept at day-to-day bookkeeping and processing common transactions, financial staff may not be trained in financial analysis, business planning, and managing company capital. With coaching and direction, we can help your company’s finance and accounting team can grow professionally and perform at a higher level.
Lack of a plan for the creation of value
Most owners never develop plans for increasing the value of their businesses. We analyze businesses and identify opportunities to create value. Our professionals also identify the steps required to take advantage of those opportunities and lay them out in a business plan.
Feeling distracted from critical revenue-generating activities
We handle the financial management function, allowing owners to focus on growing sales and developing long-term strategies.
Inexperience working with investors
Given our background in private equity, we can assist when deciding to bring in investment capital, and then help keep investors informed and updated on company performance.
Growth & planning
Key components of effective planning include the appropriate level of owner involvement, detailed support, realism, functional area buy-in, and accountability. A good plan should be timed by month, include a cash flow statement, and a set of annual projections for a 3-5 year period. We can help you develop and improve your planning and budgeting process.