Pre- and Post-Event Services
Strategic CFO Services
Our strategic CFO services are coupled with hands-on involvement to provide both sellers and buyers with support for potential mergers and acquisitions.
How Can We Support You?
Be the exception to the rule — FINISH STRONG.
For sellers, we conduct an initial review of financial results, systems and processes to identify weak points in valuation and areas of operational improvement. Don’t worry, we won’t just point out the issues. We will also propose a plan for executing the fixes and show you how the fixes will affect your valuation.
For interested parties, high-level financial reviews are often the first process, even before an offer is made. Having a solid, easy-to-understand financial package as the first impression for a buyer provides them trust and confidence to move forward with further discussions. It also enables a solid stake in the ground on our valuation.
If the buyer is not sure they can afford it, not to worry, we have the ability to help the buyer obtain financing and structure the deal to work well for both sides. We represent and are ultimately loyal to you, yes, but creating a positive sum game is the best way to unlock value and ensure a successful closing.
For buyers, we conduct reviews of accounting and financial reporting, key financial personnel assessments and overall systems review with our focus on how they will serve your specific goals.
Areas of risk and opportunity are identified along with potential impacts and a proposed project plan.
Buyers benefit from having a strong start to capitalize on the investment they just made while also having the confidence of understanding the financial elements of a new business.
We have seen all the pitfalls of a bad transition. Let us help you avoid those costly mistakes. Our processes are designed to enable the company to run these processes on their own while providing timely and actionable information.
The two principals of CVG are Jim Millar and Dan Lucas. They have been providing companies with CFO and strategic event navigation for well over 50 years. They have provided companies of all sizes with strategic accounting consultation, capital structuring, tax planning, and financial analytics to support and clarify complex financial transactions.
CVG specializes in providing individual business owners, private equity groups, professional advisors, family offices, and potential buyers and investors with unique, customized services, that are carefully tailored to meet their specific goals. You may be surprised in how thorough we are to understand the goal up front and then create a detailed strategic plan — then we follow up with professional, intentional execution.