GVX Fractional CFOs are senior-level Accounting leaders who partner with our clients in alignment with current growth stage business needs and short-term and long-term planning.

Partial list of monthly services:

• Strategic financial leadership

• Financial modeling

• Budgeting

• Cash flow . working capital planning

• Financial dashboards

• Financial reporting

• Revenue reporting & Margin analysis

• Monthly review with key leadership

• Banking . Investor compliance

• Board of Directors . Investor reporting package development

• Exit/Acquisition Preparation

• Post-Acquisition integration of accounting systems, process, and teams

Engagement Options:

• Short-term engagement

• Monthly Fractional Engagement

• Monthly add on to Fractional Growth Officer to work as an extension of your internal leadership team

How we’re different: Our CFOs are experienced in growth-focused organizations and are aligned with the GVX growth and value framework and X Readiness methodology.

When businesses are gaining growth momentum, it’s more important than ever to have proactive insight into all aspects of the business for decision support. Just as we instill growth-minded culture from everything we do, we promote a data-driven mindset throughout the organization for decision support.

Beyond traditional financial planning & analysis, our fractional BP&A services include operational and growth metrics along with financials to provide a comprehensive visibility and insight to all business drivers throughout the organization as needed.

In addition to typical internal reporting, GVX fractional BP&A significantly improves three mission critical areas of business planning decision support;

• Agile Rapid strategic modeling across all business functions based on business growth actuals and projections. Understanding the impact of increased growth on all operational functions is critical in working capital planning.

• Traditional budget cycle transformation to reliable continuous forecasting.

• Value Creation realization through improved data-driven decision support and clarity for impact on business value in the short run and long run

GVX budget and strategic planning services are intended to be agile and flexible in effort to meet each client’s unique needs. Below are a few examples of how we partner with our clients;

1. Support during budget season, providing bandwidth and expertise to develop the annual budget

2. Transformation of the budget process from current state solutions like excel to a more efficient and effective solution that also improves visibility, accountability, and decision support from the budget and ongoing forecasting process.

3. Initiative-based budgeting for events such as planning for acquisitions or carve outs, geographic expansion considerations, new incentive compensation planning, build v. buy, own v. lease, working capital and banking partner decision support, etc.

We look forward to learning more about your unique business needs and partnering with you to customize a solution to meet one-off or ongoing budgeting and planning objectives

GVX developed the X Readiness framework to support our clients in navigating milestone next steps in the growth journey.

1. Capital Raise

2. Expansion

3. Exit

Growth and Value creation and Capital raise preparation requires a all functional areas of the business to contribute in alignment. We help our clients prepare for the next growth-stage capital raise in one or all of the key functional areas to understand and communicate current state, gaps, anticipated future state, investment thesis variables, and risk considerations.

Accounting . Finance

• Financial Health . Funding Needs

• Accounting . Finance controls, accuracy of financial statements

• Cash Flow . Working Capital reporting and forecasting in alignment with business plan

• Cap Table

• Revenue Recognition, Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), Financial . Cash Runway, Run Rate

• Multi-year financial projections

• Financial-modeling assumptions;

  • profit margins

  • overhead expense

  • payroll . tax & benefit burden

  • etc.

• Historical performance trends, future projections and associated assumptions, etc.

Beyond Accounting . Finance:

Growth . Value Advisory

• Lifetime Value (LTV)

• Current client base diversification, current level of development, referrals, brand champions, etc.

• Pricing . Gross Margin Current & Future State projections

• Client Acquisition Cost (CAC)

• Conversion Rate . Close Rate

• Growth Rate (historical . current . projected)

• Client Retention . Churn . Satisfaction review

• Target Market . Competitive Landscape . Market Viability

• Pitch Deck

• Etc.

Leadership Team

• Alignment of all functional / department leader’s roles with corresponding contribution to overall growth strategy and corresponding objective achievement

• Organizational alignment and agreement on strengths, challenges, risks to mitigate, opportunities to seize, and transformation prioritization.

• Support in closing any gaps via staffing or sourcing full time hires

• Support to prepare for leadership discussions and requested information

Technology

• Current State . Future State roadmap

• Alignment documentation of new capital to planned digital transformation needs and anticipated short-term and long-term impact

Process

• Process documentation as need to support capital raise

• Current state . Future state overviews as needed

• Process improvement plan overview and anticipated impact

GVX supports clients in preparation and navigation of most traditional exit paths including the following;

• Business owner . operator exiting from operations while retaining owner . investor position in the company.

• Full exit of ownership and/or any operations role

• Carve out divestiture of non-core business unit . segment . practice area . profit center . geographic region, etc.

Leveraging X-Readiness framework, we support our client’s cross functional needs in one or all areas.

EXIT PREPARATION (Growth and Value Creation)

Everything GVX does is done in preparation for an exit in the event the right time or right opportunity presents itself to elect to explore and navigate an exit. Our partnering roadmap is focused on strengthening every aspect of the growth engine, it’s efficiency and effectiveness, and the corresponding impact to scalability, growth consistency, and the value derived from results and confidence in the growth engine to drive sustainable growth and further value creation moving forward.

EXIT NAVIGATION

Once an actual exit opportunity is identified, GVX partners with our clients in the following areas:

• Partners with all stakeholders to develop the sell-side project plan, the Virtual Data Room (VDR), and internal / external resource team.

• Leveraging the X-Readiness framework, we partner with our clients in support of one, more, or all of the following areas depending on case by case needs;

Accounting . Finance;

• Financial statements

• Accounting . Finance controls, accuracy of financial statements

• Cash Flow . Working Capital reporting and forecasting in alignment with business plan

• Cap Table

• Revenue Recognition, Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), Financial . Cash Runway, Run Rate

• Multi-year financial projections

• Financial-modeling assumptions;

  • profit margins

  • overhead expense

  • payroll . tax & benefit burden

  • etc.

• Historical performance trends, future projections and associated assumptions, etc.

• Final transition and current entity shut-down management

Growth Advisory

• Lifetime Value (LTV)

• Current client base diversification, current level of development, referrals, brand champions, etc.

• Pricing . Gross Margin Current & Future State projections

• Client Acquisition Cost (CAC)

• Conversion Rate . Close Rate

• Growth Rate (historical . current . projected)

• Client Retention . Churn . Satisfaction review

• Target Market . Competitive Landscape . Market Viability

• Pitch Deck

• Etc.

Leadership Team

• Exit transition planning & preparation

• Knowledge Transfer

• Change management communication

• Integration

• Stabilization . transitional consulting

Other cross functional exit preparation support in following areas;

Technology

Data

Process

Brand

• Support seller with review and due diligence process

• Partnering with seller & buyer to support integration planning considerations

• Close-down / cut-over transition support