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Strategic Acquisition, Mergers & Exit Planning
What are the benefits of delegating your acquisition and growth strategy to us?
The immediate benefit is you are no longer the only person on the management team who takes on additional planning and strategic growth reviews by way of acquisitions, mergers or rollups. Your part-time CFO:
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Will add structure to strategic planning and related activities
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Look at strategy over broader dimensions such as staff, customers and innovation
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Align with your vision, values and structures
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Integrate with your budgeting and forecasting
MERGERS, ROLLUPS, ACQUISITION & EXIT PLANNING
Case Studies & Opinion Pieces
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Growth through acquisition is a great way to grow quickly and increase your multiplier for investment. It is also a way to quickly grow market share, thus increasing revenue.
Our CFOs have led and been involved in a large variety of inorganic growth tactics, such as mergers, acquisition, rollups, joint ventures and strategic alliances along with starting, growing, selling and buying organisations. Non-organic activities such as these need to combine with a robust organic map to provide a clear and integrated strategic plan. We become a sounding board and a critical resource to our clients as they understand and consider mergers, acquisitions, divesting and exiting the business.
Those businesses that perform at the highest levels have some sort of formalised strategic plan in place and have implemented it well.
Different from classic business planning, the strategic variety (incorporating acquisition, exit and other strategic activities) involves a long term horizon and out-of-the-box thinking. A strategic acquisition plan helps to provide direction and focus. It points to specific and rapid growth plans with results that are to be achieved and establishes a course of action for achieving them.
The Problem
Too much plan and not enough strategy? Alternatively you have a strategic objective, but feel you are failing to get to it? What do I need to put in place now in order to scale or maximise the value of the company or acquire another entity or simply to take the organisation in another direction. At all times profitable and with a firm grip on the cash flow reigns.
How CFO Evolve can help your Business
In today’s world, financial rigour and strategic insight must be tightly linked. Your part-time CFO can playing a key role in developing and implementing strategy within the business, partnering with Managing Directors to creatively design organic and inorganic opportunities for the future.
Exit Planning
The decision to sell a business is a business objective. Once this decision has been made, the business needs to be reviewed and there will be a number of strategies that need to be developed. These could be profit improvement strategies, maximise cash strategy or even an acquisition strategy all designed to fatten it up, reduce debt to clean up the balance sheet and maximise the multiplier on sale.
What are the benefits of delegating your acquisition and growth strategy to us?
The immediate benefit is you are no longer the only person on the management team who takes on additional planning and strategic growth reviews by way of acquisitions, mergers or rollups.
Your part-time CFO:
-
Will add structure to strategic planning and related activities
-
Look at strategy over broader dimensions such as staff, customers and innovation
-
Align with your vision, values and structures
-
Integrate with your budgeting and forecasting.
If you think that a part-time or virtual CFO could assist you and your business with strategic, acquisition and/or exit planning please use the quick contact button below.
CFO Services
Our highly strategic part-time and virtual CFOs have experience across a broad range of C-suite services. We are highly capable part-time and virtual CFOs that can guide your business through cash flow management and forecasting through to developing a strategic plan or an acquisition strategy.
Below details some of our core services, but for a more in depth conversation about how we can help you, please contact us for a confidential conversation.
If you are looking for business growth in your business a dedicated part-time CFO could grow your business with a combined approach of strategy and financial insights across process improvement, business efficiencies and business growth through inorganic means such as acquisition or partnerships.
Cash flow is critical to your business' success and survival. If you don’t take care of your business' cash flow, you could end up not having enough to continue running the business.
A part-time CFO could guide you through a cash flow restriction to ensure your business remains cash flow positive.
If you need to provide robust forecasting for one-off funding purposes or wish to use a forecasting model in an ongoing manner that incorporates your profit and loss, balance sheet and cash flow to have full understanding on where your business is going and its challenges, engaging a part-time CFO may assist evolve your business to the next level.
Having a clear strategy, strategic plan or business plan are fundamental building blocks to achieve growth. Your business plan needs to expressly state where the business is going, the strategies to achieve those outcomes, who is accountable for the strategy and the timeframes and measures to ensure they are on-track.
At CFO Evolve; our part-time CFOs build your company a strategic plan or business plan that works.
There are risks associated with many parts of business. Anticipating a business risk and uncertainties before they occur and ensuring the mitigation strategies are incorporated in the strategic plan goes a long way to taking the fluctuations out of your business and ensuring you are on a steady growth curve.
If your business requires a business risk review, a part-time CFO can begin the process much quicker than if you hire an internal CFO.
Whether through debt or equity, a bank, venture capitalist or private equity, it is important to make your organisation ready as a solid business with a strong profit & loss and balance sheet and as an attractive investment to optimise the result.
Our part-time CFO services prepare your company through 3-way forecasting, business planning and process improvement to enable your business is prepared for funding, investment and capital raising.
CFOs typically enjoy to teach and they love to help build team, skill sets and overall, the business. CFO Evolve offer their highly experienced team of part-time CFOs for CFO coaching and mentoring purposes to financial teams that have incurred rapid growth, undergoing inorganic growth such as via a merger, acquisition or strategic partnership and require extra assistance and guidance from a strategic financial perspective.
As the business grows and becomes more complex, even if you have the capability to effectively monitor your financial controller and accountant in particular, it becomes questionable whether you have the capacity or if this is taking you away from growing the business. A part-time CFO can provide this oversight of your accounting functions, providing guidance and an expert skill set to ensure the delivery of this department.
One of the milestone developments of your business will be the creation of an advisory board. It could be the next step in reporting and governance or a pre-cursor to a board of directors. Whilst it is important to have an industry specialist and someone strong in governance such as a lawyer, having a part-time CFO member to provide strategic financial advice in the team is key to the success of the advisory board.
If you are looking to maximise business profit, CFO Evolve could grow your business with process improvement, business efficiencies and focus on the areas of your business to maximise profits, turn wasted hours into productive ones, saving time, frustration and money.
A good business coaching provider will not only review your business for growth areas but review the ability of the senior team and the leadership. Business coaching provides developmental ideas that can increase performance from the top down and can provide a sounding board for the CEO and Managing Director on business pain points to be addressed.
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