Recent vcfo projects:
- Managed process and provided team to complete due diligence in a tight timeframe for a successful merger
- Provided senior finance and accounting resources to recommend solutions and improvements to the accounting, reporting and financial environment of a business
- Provided a full-time Controller to manage accounting department while the client's Controller focused their efforts on completion of a system implementation
- Developed a Due Diligence program utilized by vcfo's team for acquisition targets for a high growth mid-market client
vcfo® Services for Mid-Market Companies
vcfo provides mid-market companies with seasoned business and financial advice as they grow. Whether you need an interim financial resource or team, a system upgrade, process improvement or better financial reporting, vcfo can provide the right resources with the right skill sets to address your requirements. vcfo's mid-market services include:
Transaction Support:
- Manage and execute M&A due diligence needs
- Ensure IPO readiness
- Provide post-transaction ongoing and integration support
Strategic Planning:
- Review and establish internal controls
- Develop financial modeling
- Develop budgets and forecasts
- Develop capitalization strategy and plan
- Recommend profit improvement & cost reduction options
- Negotiate lines of credit or other financing
- Negotiate contracts
- Facilitate exit strategy planning
- Guide through succession planning
- Develop HR policies, procedures and processes
- Complete compensation benchmarking
Operational Support:
- Handle daily transactions and requirements
- Develop a streamlined payroll process
- Manage monthly closes and cash flow
- Oversee financial policies and procedures
- Establish vendor relationships
- Recommend and implement accounting system
- Manage facilities
- Manage human resource needs and audits
Financial Reporting:
- Maintain financial and operational dashboards
- Prepare management and board reports
- Determine appropriate valuation for company
- Prepare for audits
Corporate Governance:
- Provide stock option plan support
- Assist with investor relationships and presentations
- Ensure compliance with GAAP and other emerging issues
- Ensure compliance with SEC, 123R and 409A and more
Read about vcfo Services for Public companies.