Cash Flow Visibility & Profitability Solutions

Explore our comprehensive selection of services that cater to a variety of needs, ensuring your company’s success.

Charts 1

01

Cash Flow Magnifier Model

Gain clarity around your business’ required working capital, liquidity position, and break-even point. If you want an accurate forecast, that has built in scenario analysis, and expense optimization features the Cash Flow Magnifier is the tool you’ve been looking for.

02

Cash Flow Optimizer App

Our state of the art proprietary software is a full Business Intelligence Operating System unlike anything else in market. The Cash Flow Optimizer has a fully functional CRM, Project Management Suite, Profitability Accelerator, Business Development Center, Reporting & Analysis features, and more.

CFopitmizer app logo
Team meeting discussing business growth strategies.

03

Private Equity Portfolio Visibility

PE firms benefit greatly from having a standardized reporting process that both creates visibility and uniformity across their entire portfolio. Speed, data driven insights, and standardization are keys to success. Utilizing our financial model paired with our proprietary software, as well as a portfolio level view of the financials are an absolute game changer for PE firms.

Long-Term Engagement Solutions

CFO explaining revenue projections to a business team.

04

Fractional CFO Services

If your business is ready for professional financial oversight and wants to grow beyond your current state, having a virtual CFO partner can be an absolute game changer and save you years of time. A strategic advisor who knows where to look, what questions to ask, how to analyze and use your data can reveal your biggest ROI opportunities; literally being worth their weight in gold.

05

Business Consulting & Advising

Regardless of where you are in your business journey, sometimes you just need a few hours worth of advising. Whether you are looking for some professional advice or have a specific project or obstacle you need to analyze and fix within your organization, we offer tailored services to meet your needs.

CEO reviewing profit optimization strategies with a fractional CFO
Entrepreneur analyzing profit and loss statements for better decision-making.

06

Exit-Readiness Consulting

Most business owners want to build and grow an asset that runs itself and can be sold for maximum value at some point in the future. There are systems, processes, and industry standards that need to be put in place, maintained, and then optimized. We can help you reach your exit goals faster; and without a specific exit strategy bias.

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