Rob Ingram

Do you have a Chief Financial Officer? Do you need one NOW?

According to a survey by B2B CFO, 71% of businesses that engaged a
part-time CFO reported that they were better prepared for growth and expansion

Contact Us now for a no charge 1 Hour consultation - assess your financial and
operational situation and accounting staff for training needs to meet the requirements of lenders and investors

The Role
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The Value to your buisness
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How to get started
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How to get started
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  • Chief Financial Officer – they are usually senior positions in larger companies with valuation increase focus – many are CPA’s
  • Main responsibilities are traditionally strategic planning to achieve the goals
  • In smaller companies ($50mm or less revenue ) they may spend as little as 10% of their time on strategic planning and raising the capital to implement the strategic plan
  • The remainder of their time may be allocated to directing the accounting department, IT, Human Resources, and investor relations involvement
  • Despite the 10% time allocation they are usually very highly paid positions at levels that only the largest companies can justify

What CFO ON DEMAND DOES IS ALLOW SMALLER COMPANIES AS A MINIMUM is to focus on the valuation increase.

CFO on Demand works with the Business owner developing CRITICAL STRATEGIC PLANNING AND FUND RAISING PORTIONS TO ACHIEVE valuation increase for the business. This can be achieved with as little as 10 hours per month service from CFO ON DEMAND

Startups/Early Growth Stage: One of the problems realized by startups is that they do not have the accounting/finance staff to prepare the documents for lenders and investors. Ideally, the staff should be available to be trained.

Startups can fail because of their success. As sales increase and higher levels of inventory are required more capital is required, frequently unexpectedly.

CFO’s also bring credibility with investors and lenders.

CFO’s will also be able to assist with the Exit Strategy which is recommended very early by many professionals. The reason is:

  • a) So you have a long term target to base your strategic plan financially on
  • b) The CFO on Demand can identify funding requirements to achieve that goal.
  • c) The CFO on Demand can assist in ensuring an exit with minimal stress

There is no question you are more likely to benefit as much from the discussions related to cash flow projections, annual budgets, longer term forecasts and possibly simple valuations to identify your priorities in your strategic plan. A CFO on Demand can also guide owners through valuation of their business and it’s staging.

  • As early in the company’s existence as feasible
  • Pre start- up stage
  • When you need funding – equity or debt.
  • Preliminary valuation
  • Staging the business
  • Hiring financial accounting staff
  • A fractional CFO can fill a minimal time assignment role through to exit.
  • A free consulting session
  • Scoping the services – ready for growing, maintaining your business
  • Financial and operational assessment
  • Design time and work schedules - # of hours / week
  • Identify key team to work with – training the team to sustain strategic thinking & execution.
Rob Ingram

"Rob currently works in fractional roles as CFO ON DEMAND, helping small and medium businesses establish structures and documents to appeal to lenders and investors. Rob has spent 25 years in senior accounting/finance roles in companies with revenue between $75mm and $225 mm with 75 to 750 employees with national and global revenues. This was followed by senior President/CEO/ CFO roles for 3 startup companies over 20 years. These companies grew to $115 mm revenue and strong financial positions. "

Contact

conceptcapital88@gmail.com

We acknowledge that our workplace is within the ancestral, traditional, and unceded territory of the Syilx People of the Okanagan Nation.