Solve Your Business Challenges and Unlock Growth With vcfo
With over 30 years of operational experience and having worked with more than 6,000 companies, we are your trusted partner for mitigating risk, achieving operational excellence, and increasing shareholder value.
Transforming Financial Challenges into Strategic Opportunities
From clarifying cash flow and streamlining accounting systems to attracting investments and enhancing decision-making, we provide the strategic support you need to drive growth.
Clearing Cash Flow Confusion
If you're managing a growing business but are constantly worried about cash flow, you need a clearer picture of your financial standing. This lack of clarity can impede your ability to meet financial obligations and make informed decisions. We offer comprehensive cash flow analysis and strategic planning to ensure you have the liquidity to support growth or manage crises.
Optimizing Accounting Systems
Are your accounting systems outdated, leaving you unsure of the accuracy of your information? We implement right-sized, robust accounting systems to streamline transaction processing and ensure accurate financial reporting, giving you a clear picture of your financial health. For our manufacturing clients, we design Activity-Based Costing (ABC) systems to capture costs to effectuate pricing decisions. Similarly, for other unique industries like government contracting, we ensure compliance.
Attracting Investments
If your company's growth is choked by insufficient cash, and you need help with how to present a compelling case to banks or investors for raising additional debt capital, we can help. We develop detailed 1-year operating budgets within multi-year strategic forecasts. Additionally, we assist you in packaging the information and the narrative to support your pitch to banks and investors. We also highlight your growth potential in terms of how they prefer to see the material presented.
Strategic Planning and Forecasting
Every business has a story and a plan at some level. You have to be able to present and defend your plan to attract outside funding. This requires a financial forecast that supports your vision. We deliver strategic financial support and forecasting, helping you define a solid 13-week cash flow and a rolling quarterly view. This ensures you understand your liquidity position and can make informed decisions on capital-related matters. Many decisions you make, such as “Make vs Buy,” will benefit from strategic financial insights from a CFO.
Improving Reporting and KPI Monitoring
Inadequate reporting can lead to poor decision-making. We enhance your internal and external reporting capabilities, ensuring accurate reporting to stakeholders, including bankers, investors, employees, and partners. Well-developed KPIs and metrics will track your performance against the budget to enable your team to achieve anticipated outcomes. Strong, accurate KPIs allow you to elevate out of the details while ensuring results.
Navigating Compliance
The regulatory environment becomes more complex almost daily. Falling out of compliance is expensive and risky. Our team helps you navigate these challenges identifying everything that is applicable to your business from finance to Human Resources and then ensuring proper filings are made and covenants and key processes are followed, when applicable. When it comes to tax compliance, we advocate for clients to pursue novel tax strategies and positions that will save tax dollars now and in the future. We work with your tax counsel to build strategies that work for you instead of against you.
Bridging Turnover Gaps
Losing a key member of your finance or accounting team, such as a CFO, can significantly disrupt operations. These gaps can be challenging to manage due to abrupt departures or planned transitions. We offer interim CFO services and additional support in specific areas to ensure continuity and stability during these transitions.
Ensuring Due Diligence
Preparing for a transaction, whether raising money, selling, or purchasing a company, requires thorough due diligence. The process can be complex and involve financial modeling and specialty analyses. We provide comprehensive due diligence support, including preparing forecasts, Quality of Earnings (QoE) reports, and other critical financial data, ensuring you are well-prepared for any transaction.
Supporting Audits
Preparing for an audit or a significant financial event is a major undertaking, especially if your company has never been audited before or lacks the necessary preparation. We offer expert audit support, helping you get "audit-ready" and ensuring all financial elements are in place. Whether you need to prepare for a transaction, an audit, or a significant event, our team provides the guidance required to achieve a smooth, issue-free process.
Avoid Roadblocks and Drive Value with Transaction Advisory Services
Raising Capital or Refinancing
Whether seeking to raise capital or refinance, navigating the intricacies of financial structuring requires specialized expertise. Our team provides comprehensive guidance throughout the process, helping you develop effective financial strategies, prepare compelling financial forecasts, and present your business in the best possible light to potential investors and lenders.
Navigating Complex Financial Transactions
Complex financial transactions and restructurings often involve multifaceted financial structures and require meticulous planning. We assist businesses in managing these intricate processes, ensuring all financial aspects are thoroughly analyzed and addressed. Our expertise includes financial modeling, specialty analyses, and developing strategic plans to support your unique transaction needs.
Preparing to Buy or Sell a Business
Buying or selling a business is a significant milestone that demands careful preparation and strategic planning. Many businesses struggle with organizing and presenting their financial data effectively during these transactions. We provide end-to-end support, from developing detailed financial forecasts to preparing essential documentation, ensuring you can navigate the complexities of buying or selling a business. Executing an exit involves months and even years of preparation to leave on your terms with an optimized outcome.
Supporting Due Diligence During Transactions
Due diligence is a critical component of any significant transaction involving comprehensive reviews and analyses of financial data. Our team offers robust due diligence support, including preparing Quality of Earnings (QoE) reports, financial forecasts, and other crucial documentation. We help you meet the stringent due diligence requirements, drawing on our deep operational experience and providing the insights needed to make informed decisions.
Leading Post-Sale Financial Integration
Integrating financial systems and processes after completing an acquisition can be challenging. Our team can lead pre-sale integration planning and post-sale financial integration execution, ensuring a seamless transition. Preplanning is an often overlooked but highly valuable exercise, particularly regarding HR. We handle everything from setting the company up for the best possible outcome to executing the plan. Plans encompass everything from integrating teams and cultures to general ledger integration and purchase price allocation to setting up new financial reporting structures. We will ensure your business operates smoothly and efficiently post-transaction, minimizing disruption and maximizing value. We can lead the process or add temporary bandwidth to your team to get the job done.
Implementing Financial Turnarounds
Struggling businesses often require a strategic overhaul to optimize operations and set the stage for future growth. We specialize in financial turnarounds, offering comprehensive support to restructure and revitalize your business. Our services include analyzing current financial performance, developing strategic turnaround plans, sourcing necessary capital, and implementing changes to improve financial health and operational efficiency. We work closely with your team to stabilize your business and pave the way for sustainable success.
Build a Competitive Advantage with Strategic HR and People Operations
From attracting top talent and reducing employee churn to supporting HR integration during transactions and implementing the right HR technologies, our comprehensive solutions ensure your HR practices drive growth and foster a positive workplace culture.
Ensuring HR Strategy Aligns with Business Objectives
At vcfo, we focus on empowering your HR function as a key component of your overall business strategy. We identify gaps that may be blocking success and recommend program changes and modifications to optimize functionality. Critical to success is identifying and tracking key performance indicators that map your progress to your plan. We help you develop and track your most important KPIs, such as retention, turnover, time-to-hire, and cost-to-hire, ensuring you achieve your key strategic milestones. We also offer coaching and mentorship for your leadership team to drive engagement, ensuring they are equipped to lead effectively.
Attracting Top Talent
Finding the right talent is crucial to the success of any business. At vcfo, we understand the challenges of talent acquisition and offer a comprehensive strategy to attract and retain top talent. From developing a tailored recruitment plan that includes pre-screening and interview questions to creating competitive compensation packages and positioning your company to candidates as a destination employer, we streamline your hiring process. We ensure your new hire onboarding and retention programs deliver the results you need to see. Our strategies help you hire the optimal quantity and quality of candidates to meet your business needs, ensuring a strong and dynamic workforce.
Reducing Employee Churn
High turnover rates can disrupt operations and increase costs. Our approach to engagement and retention focuses on creating a supportive and motivating work environment. By ensuring your culture is well understood and communicated and evaluating and enhancing your compensation philosophy and benefits programs, we help you create a workplace where employees feel valued. Additionally, our expertise in developing total rewards programs helps to foster long-term employee satisfaction and loyalty.
Strategic HR Integration Pre-and Post-Transaction
Mergers and acquisitions are complex, especially when integrating HR functions. vcfo provides comprehensive support for HR integration both before and after a transaction. We assist with pre-sale integration planning, ensuring that all HR processes and systems are aligned for a smooth transition. We help integrate financial and HR systems post-sale, including onboarding, payroll setup, benefits management, and cultural integration. Our goal is to minimize disruption and maximize the efficiency and effectiveness of your HR operations during these critical times.
Implementing the Right HR Technologies
The right HR technologies can significantly improve your workforce management. Whether you’re implementing an HR Information System (HRIS) or an Applicant Tracking System (ATS), we ensure these technologies meet your current requirements and are scalable for future growth. Our expertise helps you streamline processes, improve data accuracy, and enhance overall HR functionality, leading to better decision-making and more efficient operations.
Ensuring HR Compliance
Compliance with federal and state laws is non-negotiable for any business. vcfo ensures that your HR practices meet all regulatory requirements, minimizing risks and avoiding costly penalties. We help develop and update employee handbooks to align with current laws and policies, conduct audits of employee records, and ensure I-9 compliance. Our services include performance review programs and training for difficult employee situations. We help you maintain a fair, safe, and legal work environment by staying on top of compliance issues.
Enhance Operational Excellence and Value with a Comprehensive v360® Enterprise Value Roadmap
v360 is the ultimate value optimization experience designed to help you see your business as the market does. Our comprehensive report illustrates potential growth in value and delivers a set of actionable recommendations that, when adopted, will help enhance value beyond the numbers.