Ways to start building a world-class finance team

Get your financials and team primed to seek financing by understanding your needs, your lender's needs, and then aligning with the health of your business. Key drivers include:

1. Financial model standards
2. Cash flow forecast
3. Leverage metrics
4. Utilization metrics
5. Performance metrics
6. Financial business plan
7. 5 C's of credit
8. Capital stack
9. Lockup management
10. Accounting policies
11. Asset profile
12. Debt capacity and analysis

Objective: Be ready to borrow for healthy growth.

Make the most of your investment in a CFO or Finance Leader by giving them a deep dive into the business, adding value quickly and developing strategic leadership. Key drivers include:

1. Reporting rhythm
2. C-suite shared language
3. Who's accountable
4. Compliance profile
5. Meeting tempo
6. Financial business plan
7. Valuation and drivers
8. 6 capitals profile
9. Product mix
10. Strategic blueprint
11. Internal service standards
12. F&A skills:competence mix

Objective: Integrate your Finance Leader with depth and clarity.

Scalable businesses need a thorough grasp on pricing and margins, so that decision making becomes easier and more focused. The most intense of our Target Paths, key drivers include:

1. Product mix
2. Pricing model
3. Margins towers
4. Performance metrics
5. Margin improvement
6. Product lines pricing
7. All-contracts methods
8. Admin allocation
9. Product lifecycle
10. Utilization metrics
11. SG&A analysis
12. Scope creep & seep

Objective: Verify your all your products or services are fully understand and priced/costed properly.