Problem
Searchers, and Acquisition entrepreneurs, are typically either skilled operators or financial professionals, but rarely both. Strong operators often require financial assistance, such as opportunity assessment, modeling, negotiation with sellers and lenders, and investor communication. Conversely, those with financial expertise may struggle with operational management. Our Search Fund CFO services provide support in both areas.
Our approach to solving this problem
We provide Fractional CFO or Part-time CFO services to Search Funds and ETA Entrepreneurs.
Deal Support
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Deal Review
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Evaluate potential acquisitions to ensure strategic alignment.
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Provide detailed analysis and recommendations.
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Model Building and Review
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Develop financial models to assess profitability and risk.
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Review and refine existing models for accuracy and robustness.
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Investment Deck Preparation
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Craft compelling investment presentations.
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Highlight key financials and strategic benefits for potential investors.
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Stakeholder Communication
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Work closely with lenders to secure favorable terms.
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Maintain clear and consistent communication with lenders.
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Foster strong relationships with investors through regular updates.
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Understand and anticipate investor expectations.
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Financial Roadmap Creation
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Develop a detailed five-year financial roadmap.
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Outline steps and milestones to achieve long-term outcomes.
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Operations Support
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Decision-Making Support
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Offer an operational perspective for major strategic decisions.
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Act as a sounding board for critical business choices.
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Business Structure and Metrics
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Develop comprehensive structures and KPI reporting systems across the business.
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Implement metrics for effective revenue management and performance tracking
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Standard Operating Procedures
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Develop and document standard operating procedures (SOPs) for consistency.
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Ensure all team members adhere to established protocols.
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Finance Team Building and Scaling
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Build and scale your finance team to meet business demands.
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Ensure the finance team is structured to support growth and operational needs
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Cost Review and Margin Improvement
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Analyze costs to identify opportunities for margin enhancement.
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Implement cost-saving measures without compromising quality.
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Proven Experience in Growing, Scaling and Selling Businesses
Successfully scaled and sold businesses ranging from a $100K accounting firm to a $100M software company.
Searched with an Accelerator
Gained extensive experience as a searcher, partnering with a leading accelerator in the industry. Reviewed over 800 deals, made more than 80 offers, and engaged in several due diligence processes.
Ongoing Personal Commitment to ETA
We remain committed to the ETA ecosystem. We sponsor events, mentor/coach searchers and provide free coaching sessions to aspiring acquisition entrepreneurs.
NEWSLETTER
I hired Bob for ETA CFO advisory while searching for a business to buy. I would highly recommend him to a first time searcher - especially if you don't have experience in buying/evaluating deals. As a first time searcher, entering this world can be very intimidating. Bob's extensive dealmaking and deal evaluation experience shone through as he helped me evaluate businesses, challenge my thinking, and draft offers. More than anything, just having another person to talk things through gave me the confidence to make decisions and move fast. Five stars for Bob!