"Your Business Success is our Passion!" but...

Why should you hire us?

Three Reasons:

1. Cash Savings – We love saving our clients money and we have saved and “found” our clients a hundreds of thousands of dollars by improving their operations and balance sheet.
2. Raising Cash for your Business – for organic growth or acquisitions.
3. Higher Valuations For your Business – A dollar saved is worth 5-6 times that at sale!

1. Cash Savings – Identifying Cash Wasters

Using our “Plan, Monitor, Correct Course and Succeed” approach, we find cash wasters quickly!

We have decades of experience in business operations and we’ll identify those cash wasters in your business and stop the cash bleeding!  

We have saved some of our clients hundreds of thousands of dollars.  We generally save our clients more money than our services cost, sometimes a lot more!   

We look deeply in to your operations for savings.  We even saved one client $400,000 when we discovered an incorrect journal entry!  We saved another client $180,000 by checking their contracts and finding their accountants hadn’t recorded contract retention!

Constant detailed monthly monitoring is the key to savings and we find cash savings constantly for our clients.  Monthly monitoring helped one of our clients quickly cut payroll for an annual savings $350,000 months sooner than they would have previously.

Our detailed monthly monitoring of your operations, both income statement and balance sheet, quickly identifies aspects of your business and balance sheet that are not operating to plan and wasting your cash.  For example, by changing the timing of payables payments and receivables receipts, we able to increase one client’s cash position by $300,000 in just a couple of months!

When you sign up for our monthly planning and monitoring services, along with an updated monthly business model, you will receive our monthly CFO Business Advisors LLC report which details recommendations for cash savings and other “course corrections”. 

In addition, if we spot potential problems in your accounting we will alert you of these also.  Better accounting leads to higher quality earnings and higher business valuations.  Finally, we will always be available for consultation to help you implement your cash savings and business improvement strategies.

Saving you money in operations on average improves your business valuations 5 to 6 times the amount saved, and if you are talking about hundreds of thousands of dollars, that’s maybe millions of dollars more in your pocket when you sell your business! 

2. Raising Cash For your Business

For organic growth or acquisitions, you may need to raise cash for your business.

The first question you will be asked when raising cash for your business is, “do you have updated financials and a detailed business forecast?” 

With our ongoing monthly planning and monitoring process, you always have an updated financial forecast and business model for your banker, lender or investor. 

In addition, our three year monthly outlook gives lenders and investors comfort that you have a well documented long-term plan for their repayment or returns.

3. Strategic Positioning: Being Ready to Sell your Business

Offers for your business can occur at any time and time is money! 

With CFO Business Advisors LLC you have the upper hand in sale negotiations and you are always ready to take advantage of sale opportunities when they present themselves.  Our cash savings improve your business valuation and you always know what your business is worth.

Your business model is always ready and well documented with historical, current and forecasted financial information. 

We constantly update your business valuation on a monthly, annual and trailing twelve month basis giving you and your potential buyer all the information you will need to quickly come to an informed valuation for your business.

Our Services

Our services can be obtained on an hourly or monthly basis.  In addition, we have several financial templates for sale on this web site that we have used in our practice and have been very helpful for our clients.   Our Moneyrazor™ financial planning template has raised over $20,000,000 and is included in the cost of our monthly planning and monitoring services.

Our clients generally save more money as a result of our services than our services cost!  This is always true in our first month of service, as our first month of service is free with no obligation to continue.  

Your business success is our passion!  We have helped our clients save cash, raise cash and succeed in their businesses.   We look forward to working with you and helping you succeed in your business too!
If you have any questions or need further information, please contact us at info@cfobusinessadvisors.com or you can reach us by phone at 720-837-8745.

Kindest regards,
John Thompson, Managing Partner

Monthly Planning and Monitoring Service - $1,500 per month, first month free!

• We start with understanding your strategic objectives, both business and personal. 
• We then create a personalized written business plan or, b plan, using our MoneyRazor™ Financial Planning Template, our plan software that has been involved in raising over $20 million.
• With CFO hands-on monthly monitoring of your business strategy, we ensure you stay on course.
• We’ll quickly develop “course corrections” to get you back to your strategic plan.
• We update of your financial plan every month.  Consistent and timely strategic planning is the key to success. You always have a current business plan! 
• We will help you maximize EBITDA to maximize value by correcting and improving unprofitable operations or divisions of your company.
• We will help you improve cash flow and key liquidity measures.
• We will work with your company and advisors to get you maximum value for your business.

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Monthly CFO Consulting – Add a CFO to your team from $500 per month, first month free!

• Add an experienced CFO on retainer to your firm
• When you just need a few hours of help a month, annual and monthly contracts available
• Monthly financial analysis and accounting, finance and business management overview from a seasoned CFO perspective
• Deal analysis and business consulting from a financial point of view
• Marketing plan and sales plan review
• Accounting and financial software evaluation

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CFO Business Advisors By-The-Hour™

•  First hour $275, Two hours $400, your hourly business advisor solution.

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DYI Do It Yourself CFO™ Products

• MoneyRazor™ Financial Planning Template, instructions and CFO phone and email assistance  $497, over $20 million raised with this format!  Save hundreds of hours!
• 20 Week Money Wizard (Cash planning template) $97  Improved one client’s cash flow $300,000!
• Balance Sheet, Cash Flow, Income Statement Forecast Template  $47 Forecasting tool which integrates all three schedules.  Forecast three years by month, two years by month historical. 
• Forecast Scenario Template $47 Change sales, gross margin and operating expenses on the fly and see the impact on EBITDA
• Return on Investment (ROI), Return on Capital (ROC), Internal Rate of Return (IRR) Template $47 A must have for presentations to investors or potential buyers
• Accounts Receivable and Accounts Payable Aging Analysis Template $47 A key component of understanding your company’s cash flow
• Fixed Assets/Depreciation Template $47 List all your assets, including fully depreciated.  A must for any company sale!

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How can we help you reach your goals?

Contact us at  info@cfobusinessadvisors.com or call 720-295-8745.